Best Buy Co. Inc (BBY)vsSea Ltd (SE)
BBY
Best Buy Co. Inc
$62.98
-0.36%
CONSUMER CYCLICAL · Cap: $13.20B
SE
Sea Ltd
$78.16
-2.13%
CONSUMER CYCLICAL · Cap: $46.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Best Buy Co. Inc generates 82% more annual revenue ($41.69B vs $22.94B). SE leads profitability with a 6.9% profit margin vs 2.6%. SE appears more attractively valued with a PEG of 0.55. SE earns a higher WallStSmart Score of 70/100 (B-).
BBY
Buy64
out of 100
Grade: C+
SE
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+71.6%
Fair Value
$235.87
Current Price
$62.98
$172.89 discount
Margin of Safety
+2.9%
Fair Value
$117.94
Current Price
$78.16
$39.78 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 37 in profit
Earnings expanding 372.5% YoY
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Generating 1.1B in free cash flow
Revenue surging 38.4% year-over-year
Earnings expanding 58.5% YoY
Growing faster than its price suggests
Generating 1.0B in free cash flow
Areas to Watch
2.6% margin — thin
Revenue declined 1.0%
Premium valuation, high expectations priced in
6.9% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : BBY
The strongest argument for BBY centers on Return on Equity, EPS Growth, Altman Z-Score. PEG of 1.19 suggests the stock is reasonably priced for its growth.
Bull Case : SE
The strongest argument for SE centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 38.4% demonstrates continued momentum. PEG of 0.55 suggests the stock is reasonably priced for its growth.
Bear Case : BBY
The primary concerns for BBY are Profit Margin, Revenue Growth. Thin 2.6% margins leave little buffer for downturns.
Bear Case : SE
The primary concerns for SE are P/E Ratio, Profit Margin.
Key Dynamics to Monitor
BBY profiles as a value stock while SE is a hypergrowth play — different risk/reward profiles.
SE carries more volatility with a beta of 1.63 — expect wider price swings.
SE is growing revenue faster at 38.4% — sustainability is the question.
BBY generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
SE scores higher overall (70/100 vs 64/100) and 38.4% revenue growth. BBY offers better value entry with a 71.6% margin of safety. Both earn "Strong 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.
Best Buy Co. Inc
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Best Buy Co., Inc. is an American multinational consumer electronics retailer headquartered in Richfield, Minnesota.
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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