Lands’ End Inc (LE)vsSea Ltd (SE)
LE
Lands’ End Inc
$11.29
+2.82%
CONSUMER CYCLICAL · Cap: $351.99M
SE
Sea Ltd
$83.21
-3.06%
CONSUMER CYCLICAL · Cap: $51.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Sea Ltd generates 1618% more annual revenue ($22.94B vs $1.34B). SE leads profitability with a 6.9% profit margin vs 0.4%. SE appears more attractively valued with a PEG of 0.59. SE earns a higher WallStSmart Score of 70/100 (B-).
LE
Hold46
out of 100
Grade: D+
SE
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+39.5%
Fair Value
$29.19
Current Price
$11.29
$17.90 discount
Margin of Safety
+53.2%
Fair Value
$244.86
Current Price
$83.21
$161.65 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
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
4.7% revenue growth
Smaller company, higher risk/reward
ROE of 2.3% — below average capital efficiency
0.4% margin — thin
Premium valuation, high expectations priced in
6.9% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : LE
The strongest argument for LE centers on Price/Book, PEG Ratio. PEG of 0.68 suggests the stock is reasonably priced for its growth.
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 : LE
The primary concerns for LE are Revenue Growth, Market Cap, Return on Equity. A P/E of 63.5x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Bear Case : SE
The primary concerns for SE are P/E Ratio, Profit Margin, Free Cash Flow.
Key Dynamics to Monitor
LE profiles as a value stock while SE is a hypergrowth play — different risk/reward profiles.
LE carries more volatility with a beta of 2.50 — expect wider price swings.
SE is growing revenue faster at 38.4% — sustainability is the question.
Monitor APPAREL RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SE scores higher overall (70/100 vs 46/100) and 38.4% revenue growth. LE offers better value entry with a 39.5% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Lands’ End Inc
CONSUMER CYCLICAL · APPAREL RETAIL · USA
Lands' End, Inc. is a single-channel retailer of casual clothing, accessories, footwear, and home products in the United States, Europe, Asia, and internationally. The company is headquartered in Dodgeville, Wisconsin.
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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