eBay Inc (EBAY)vsSea Ltd (SE)
EBAY
eBay Inc
$104.07
+0.57%
CONSUMER CYCLICAL · Cap: $46.21B
SE
Sea Ltd
$86.20
+1.56%
CONSUMER CYCLICAL · Cap: $51.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Sea Ltd generates 98% more annual revenue ($22.94B vs $11.60B). EBAY leads profitability with a 17.6% profit margin vs 6.9%. SE appears more attractively valued with a PEG of 0.59. SE earns a higher WallStSmart Score of 70/100 (B-).
EBAY
Strong Buy66
out of 100
Grade: B-
SE
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+15.7%
Fair Value
$98.31
Current Price
$104.07
$5.76 discount
Margin of Safety
+53.0%
Fair Value
$243.62
Current Price
$86.20
$157.42 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 43 in profit
Safe zone — low bankruptcy risk
Strong operational efficiency at 23.2%
19.5% revenue growth
Revenue surging 38.4% year-over-year
Earnings expanding 58.2% YoY
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Trading at 10.1x book value
Elevated debt levels
Premium valuation, high expectations priced in
6.9% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : EBAY
The strongest argument for EBAY centers on Return on Equity, Altman Z-Score, Operating Margin. Profitability is solid with margins at 17.6% and operating margin at 23.2%. Revenue growth of 19.5% demonstrates continued momentum.
Bull Case : SE
The strongest argument for SE centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 38.4% demonstrates continued momentum. PEG of 0.59 suggests the stock is reasonably priced for its growth.
Bear Case : EBAY
The primary concerns for EBAY are PEG Ratio, Price/Book, Debt/Equity. Debt-to-equity of 1.60 is elevated, increasing financial risk.
Bear Case : SE
The primary concerns for SE are P/E Ratio, Profit Margin, Free Cash Flow.
Key Dynamics to Monitor
EBAY profiles as a growth stock while SE is a hypergrowth play — different risk/reward profiles.
SE carries more volatility with a beta of 1.70 — expect wider price swings.
SE is growing revenue faster at 38.4% — sustainability is the question.
Monitor INTERNET RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SE scores higher overall (70/100 vs 66/100) and 38.4% revenue growth. EBAY offers better value entry with a 15.7% margin of safety. Both earn "Strong Buy" and "Strong 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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