Frontdoor Inc (FTDR)vsSea Ltd (SE)
FTDR
Frontdoor Inc
$75.00
+0.97%
CONSUMER CYCLICAL · Cap: $5.26B
SE
Sea Ltd
$108.37
+0.89%
CONSUMER CYCLICAL · Cap: $66.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Sea Ltd generates 1090% more annual revenue ($25.19B vs $2.12B). FTDR leads profitability with a 12.2% profit margin vs 6.4%. SE appears more attractively valued with a PEG of 1.51. FTDR earns a higher WallStSmart Score of 57/100 (C).
FTDR
Buy57
out of 100
Grade: C
SE
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-37.9%
Fair Value
$40.81
Current Price
$75.00
$34.19 premium
Margin of Safety
+52.3%
Fair Value
$240.26
Current Price
$108.37
$131.89 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 113 in profit
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
Trading at 23.0x book value
Elevated debt levels
Expensive relative to growth rate
3.1% earnings growth
Distress zone — elevated risk
6.4% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : FTDR
The strongest argument for FTDR centers on Return on Equity.
Bull Case : SE
The strongest argument for SE centers on Revenue Growth, Market Cap, Debt/Equity. Revenue growth of 46.6% demonstrates continued momentum.
Bear Case : FTDR
The primary concerns for FTDR are PEG Ratio, Price/Book, Debt/Equity. Debt-to-equity of 5.15 is elevated, increasing financial risk.
Bear Case : SE
The primary concerns for SE are PEG Ratio, EPS Growth, Altman Z-Score. 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 1.55 — expect wider price swings.
SE is growing revenue faster at 46.6% — sustainability is the question.
SE generates stronger free cash flow (919M), providing more financial flexibility.
Bottom Line
FTDR scores higher overall (57/100 vs 52/100). SE offers better value entry with a 52.3% 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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