Frontdoor Inc (FTDR)vsSea Ltd (SE)
FTDR
Frontdoor Inc
$81.01
+1.82%
CONSUMER CYCLICAL · Cap: $5.54B
SE
Sea Ltd
$106.24
-1.35%
CONSUMER CYCLICAL · Cap: $65.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Sea Ltd generates 1192% more annual revenue ($27.72B vs $2.15B). FTDR leads profitability with a 12.8% profit margin vs 5.9%. SE appears more attractively valued with a PEG of 1.04. FTDR earns a higher WallStSmart Score of 59/100 (C).
FTDR
Buy59
out of 100
Grade: C
SE
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-32.5%
Fair Value
$42.49
Current Price
$81.01
$38.52 premium
Margin of Safety
+56.1%
Fair Value
$260.75
Current Price
$106.24
$154.51 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 113 in profit
Strong operational efficiency at 28.2%
Revenue surging 48.1% year-over-year
Large-cap with strong market position
Generating 1.1B in free cash flow
Areas to Watch
Expensive relative to growth rate
Trading at 19.8x book value
4.5% revenue growth
Elevated debt levels
Distress zone — elevated risk
5.9% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : FTDR
The strongest argument for FTDR centers on Return on Equity, Operating Margin.
Bull Case : SE
The strongest argument for SE centers on Revenue Growth, Market Cap, Free Cash Flow. Revenue growth of 48.1% demonstrates continued momentum. PEG of 1.04 suggests the stock is reasonably priced for its growth.
Bear Case : FTDR
The primary concerns for FTDR are PEG Ratio, Price/Book, Revenue Growth. Debt-to-equity of 4.14 is elevated, increasing financial risk.
Bear Case : SE
The primary concerns for SE are Altman Z-Score, Profit Margin, P/E Ratio. A P/E of 41.5x leaves little room for execution misses.
Key Dynamics to Monitor
FTDR profiles as a value stock while SE is a hypergrowth play — different risk/reward profiles.
SE carries more volatility with a beta of 1.52 — expect wider price swings.
SE is growing revenue faster at 48.1% — sustainability is the question.
SE generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
FTDR scores higher overall (59/100 vs 56/100). SE offers better value entry with a 56.1% 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.
Frontdoor Inc
CONSUMER CYCLICAL · PERSONAL SERVICES · USA
front door, inc. The company is headquartered in Memphis, Tennessee.
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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