eBay Inc (EBAY)vsSea Ltd (SE)
EBAY
eBay Inc
$121.64
+0.37%
CONSUMER CYCLICAL · Cap: $52.52B
SE
Sea Ltd
$74.24
-3.02%
CONSUMER CYCLICAL · Cap: $45.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Sea Ltd generates 131% more annual revenue ($27.72B vs $12.01B). EBAY leads profitability with a 18.6% profit margin vs 5.9%. SE appears more attractively valued with a PEG of 0.77. EBAY earns a higher WallStSmart Score of 70/100 (B-).
EBAY
Strong Buy70
out of 100
Grade: B-
SE
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-26.5%
Fair Value
$95.82
Current Price
$121.64
$25.82 premium
Margin of Safety
+55.2%
Fair Value
$255.67
Current Price
$74.24
$181.43 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 48 in profit
Earnings expanding 55.0% YoY
Safe zone — low bankruptcy risk
Large-cap with strong market position
Strong operational efficiency at 21.6%
Revenue surging 48.1% year-over-year
Growing faster than its price suggests
Generating 1.1B in free cash flow
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 11.6x book value
Elevated debt levels
Moderate valuation
Distress zone — elevated risk
5.9% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : EBAY
The strongest argument for EBAY centers on Return on Equity, EPS Growth, Altman Z-Score. Profitability is solid with margins at 18.6% and operating margin at 21.6%. Revenue growth of 14.8% demonstrates continued momentum.
Bull Case : SE
The strongest argument for SE centers on Revenue Growth, PEG Ratio, Free Cash Flow. Revenue growth of 48.1% demonstrates continued momentum. PEG of 0.77 suggests the stock is reasonably priced for its growth.
Bear Case : EBAY
The primary concerns for EBAY are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 1.53 is elevated, increasing financial risk.
Bear Case : SE
The primary concerns for SE are P/E Ratio, Altman Z-Score, Profit Margin.
Key Dynamics to Monitor
EBAY profiles as a mature stock while SE is a hypergrowth play — different risk/reward profiles.
SE carries more volatility with a beta of 1.55 — expect wider price swings.
SE is growing revenue faster at 48.1% — sustainability is the question.
SE generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
EBAY scores higher overall (70/100 vs 63/100), backed by strong 18.6% margins and 14.8% revenue growth. SE offers better value entry with a 55.2% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
eBay Inc
CONSUMER CYCLICAL · INTERNET RETAIL · USA
eBay Inc. is an American multinational e-commerce corporation based in San Jose, California, that facilitates consumer-to-consumer and business-to-consumer sales through its website.
Visit Website →Sea Ltd
CONSUMER CYCLICAL · INTERNET RETAIL · USA
Sea Limited is engaged in the digital entertainment, e-commerce and digital financial services businesses in Southeast Asia, Latin America, the rest of Asia and internationally. The company is headquartered in Singapore.
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