WallStSmart

Ree Automotive Holding Inc (REE)vsSea Ltd (SE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sea Ltd generates 11081286% more annual revenue ($22.94B vs $207,000). SE leads profitability with a 6.9% profit margin vs 0.0%. SE earns a higher WallStSmart Score of 70/100 (B-).

REE

Avoid

24

out of 100

Grade: F

Growth: 5.3Profit: 2.5Value: 6.7Quality: 3.5
Piotroski: 1/9Altman Z: -12.38

SE

Strong Buy

70

out of 100

Grade: B-

Growth: 10.0Profit: 6.0Value: 7.3Quality: 5.5
Piotroski: 6/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

REEUndervalued (+81.7%)

Margin of Safety

+81.7%

Fair Value

$3.10

Current Price

$0.43

$2.67 discount

UndervaluedFair: $3.10Overvalued
SEUndervalued (+52.8%)

Margin of Safety

+52.8%

Fair Value

$242.40

Current Price

$88.64

$153.76 discount

UndervaluedFair: $242.40Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

REE1 strengths · Avg: 10.0/10
Price/BookValuation
0.3x10/10

Reasonable price relative to book value

SE4 strengths · Avg: 9.3/10
Revenue GrowthGrowth
38.4%10/10

Revenue surging 38.4% year-over-year

EPS GrowthGrowth
58.2%10/10

Earnings expanding 58.2% YoY

Market CapQuality
$52.80B9/10

Large-cap with strong market position

PEG RatioValuation
0.608/10

Growing faster than its price suggests

Areas to Watch

REE4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$13.44M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Debt/EquityHealth
1.063/10

Elevated debt levels

SE3 concerns · Avg: 3.0/10
P/E RatioValuation
34.2x4/10

Premium valuation, high expectations priced in

Profit MarginProfitability
6.9%3/10

6.9% margin — thin

Free Cash FlowQuality
$02/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : REE

The strongest argument for REE centers on Price/Book.

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 0.60 suggests the stock is reasonably priced for its growth.

Bear Case : REE

The primary concerns for REE are EPS Growth, Market Cap, Profit Margin.

Bear Case : SE

The primary concerns for SE are P/E Ratio, Profit Margin, Free Cash Flow.

Key Dynamics to Monitor

REE profiles as a value stock while SE is a hypergrowth play — different risk/reward profiles.

REE carries more volatility with a beta of 2.41 — expect wider price swings.

SE is growing revenue faster at 38.4% — sustainability is the question.

Monitor AUTO PARTS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SE scores higher overall (70/100 vs 24/100) and 38.4% revenue growth. REE offers better value entry with a 81.7% margin of safety. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Ree Automotive Holding Inc

CONSUMER CYCLICAL · AUTO PARTS · USA

Ree Automotive Holding Inc is an innovative technology company leading the charge in the electric vehicle industry with its revolutionary REEplatform, which integrates essential vehicle components into a flat, modular architecture. This design approach enhances scalability and versatility, catering to a diverse range of electric vehicles for both commercial and passenger markets. Dedicated to sustainability and advanced engineering, Ree is well-positioned to capitalize on the increasing demand for eco-friendly transportation solutions. Its robust focus on research and development, complemented by strategic partnerships, underscores its commitment to advancing next-generation mobility technologies and solidifies its status as a pivotal player in the electrification of transport.

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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