eBay Inc (EBAY)vsSea Ltd (SE)
EBAY
eBay Inc
$109.15
+0.32%
CONSUMER CYCLICAL · Cap: $48.22B
SE
Sea Ltd
$86.56
-6.00%
CONSUMER CYCLICAL · Cap: $53.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Sea Ltd generates 117% more annual revenue ($25.19B vs $11.60B). EBAY leads profitability with a 17.6% profit margin vs 6.4%. SE appears more attractively valued with a PEG of 1.24. EBAY earns a higher WallStSmart Score of 64/100 (C+).
EBAY
Buy64
out of 100
Grade: C+
SE
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-16.9%
Fair Value
$92.88
Current Price
$109.15
$16.27 premium
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
Every $100 of equity generates 46 in profit
Safe zone — low bankruptcy risk
Strong operational efficiency at 23.2%
19.5% revenue growth
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
Trading at 11.0x book value
Elevated debt levels
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 : EBAY
The strongest argument for EBAY centers on Return on Equity, Altman Z-Score, Operating Margin. Profitability is solid with margins at 17.6% and operating margin at 23.2%. Revenue growth of 19.5% 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 1.24 suggests the stock is reasonably priced for its growth.
Bear Case : EBAY
The primary concerns for EBAY are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 1.60 is elevated, increasing financial risk.
Bear Case : SE
The primary concerns for SE are P/E Ratio, EPS Growth, Profit Margin.
Key Dynamics to Monitor
EBAY profiles as a growth 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 INTERNET RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EBAY scores higher overall (64/100 vs 58/100), backed by strong 17.6% margins and 19.5% revenue growth. SE offers better value entry with a 53.1% 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.
eBay Inc
CONSUMER CYCLICAL · INTERNET RETAIL · USA
eBay Inc. is an American multinational e-commerce corporation based in San Jose, California, that facilitates consumer-to-consumer and business-to-consumer sales through its website.
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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