Packaging Corp of America (PKG)vsSea Ltd (SE)
PKG
Packaging Corp of America
$222.82
-0.83%
CONSUMER CYCLICAL · Cap: $20.33B
SE
Sea Ltd
$86.56
-6.00%
CONSUMER CYCLICAL · Cap: $57.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Sea Ltd generates 173% more annual revenue ($25.19B vs $9.22B). PKG leads profitability with a 8.0% profit margin vs 6.4%. SE appears more attractively valued with a PEG of 1.36. SE earns a higher WallStSmart Score of 58/100 (C).
PKG
Buy54
out of 100
Grade: C-
SE
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for PKG.
Margin of Safety
+53.1%
Fair Value
$243.96
Current Price
$86.56
$157.40 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Revenue surging 46.6% year-over-year
Large-cap with strong market position
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Earnings declined 15.5%
Premium valuation, high expectations priced in
3.1% earnings growth
6.4% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : PKG
Revenue growth of 10.6% demonstrates continued momentum.
Bull Case : SE
The strongest argument for SE centers on Revenue Growth, Market Cap, Debt/Equity. Revenue growth of 46.6% demonstrates continued momentum. PEG of 1.36 suggests the stock is reasonably priced for its growth.
Bear Case : PKG
The primary concerns for PKG are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : SE
The primary concerns for SE are P/E Ratio, EPS Growth, Profit Margin.
Key Dynamics to Monitor
PKG profiles as a value stock while SE is a hypergrowth play — different risk/reward profiles.
SE carries more volatility with a beta of 1.57 — expect wider price swings.
SE is growing revenue faster at 46.6% — sustainability is the question.
Monitor PACKAGING & CONTAINERS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SE scores higher overall (58/100 vs 54/100) and 46.6% revenue growth. 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.
Packaging Corp of America
CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA
Packaging Corporation of America is an American manufacturing company based in Lake Forest, Illinois.
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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