Global-E Online Ltd (GLBE)vsSea Ltd (SE)
GLBE
Global-E Online Ltd
$37.18
+1.86%
CONSUMER CYCLICAL · Cap: $6.20B
SE
Sea Ltd
$106.24
-1.35%
CONSUMER CYCLICAL · Cap: $65.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Sea Ltd generates 2401% more annual revenue ($27.72B vs $1.11B). GLBE leads profitability with a 13.9% profit margin vs 5.9%. SE trades at a lower P/E of 41.5x. SE earns a higher WallStSmart Score of 56/100 (C).
GLBE
Buy56
out of 100
Grade: C
SE
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GLBE.
Margin of Safety
+56.1%
Fair Value
$260.75
Current Price
$106.24
$154.51 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 39.1% year-over-year
Earnings expanding 350.0% YoY
Conservative balance sheet, low leverage
Revenue surging 48.1% year-over-year
Large-cap with strong market position
Generating 1.1B in free cash flow
Areas to Watch
Distress zone — elevated risk
Premium valuation, high expectations priced in
Distress zone — elevated risk
5.9% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : GLBE
The strongest argument for GLBE centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 39.1% demonstrates continued momentum.
Bull Case : SE
The strongest argument for SE centers on Revenue Growth, Market Cap, Free Cash Flow. Revenue growth of 48.1% demonstrates continued momentum. PEG of 1.04 suggests the stock is reasonably priced for its growth.
Bear Case : GLBE
The primary concerns for GLBE are Altman Z-Score, P/E Ratio. A P/E of 42.0x leaves little room for execution misses.
Bear Case : SE
The primary concerns for SE are Altman Z-Score, Profit Margin, P/E Ratio. A P/E of 41.5x leaves little room for execution misses.
Key Dynamics to Monitor
GLBE profiles as a growth stock while SE is a hypergrowth play — different risk/reward profiles.
SE carries more volatility with a beta of 1.52 — 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
GLBE scores higher overall (56/100 vs 56/100) and 39.1% revenue growth. SE offers better value entry with a 56.1% margin of safety. Both earn "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.
Global-E Online Ltd
CONSUMER CYCLICAL · INTERNET RETAIL · USA
Global-E Online Ltd., provides a platform to enable and accelerate direct-to-consumer cross-border e-commerce in Israel, the UK and internationally. The company is headquartered in Petah Tikva, Israel.
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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