Graham Holdings Co (GHC)vsSeaboard Corporation (SEB)
GHC
Graham Holdings Co
$1,138.57
+0.16%
INDUSTRIALS · Cap: $4.78B
SEB
Seaboard Corporation
$4,296.00
-0.28%
INDUSTRIALS · Cap: $4.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Seaboard Corporation generates 103% more annual revenue ($10.27B vs $5.07B). GHC leads profitability with a 10.7% profit margin vs 6.2%. SEB appears more attractively valued with a PEG of 0.65. SEB earns a higher WallStSmart Score of 69/100 (B-).
GHC
Strong Buy68
out of 100
Grade: B-
SEB
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-25.1%
Fair Value
$886.88
Current Price
$1138.57
$251.69 premium
Margin of Safety
-23.6%
Fair Value
$4506.05
Current Price
$4296.00
$210.05 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 676.0% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 51.8% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
ROE of 6.3% — below average capital efficiency
Expensive relative to growth rate
6.2% margin — thin
Operating margin of 3.4%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : GHC
The strongest argument for GHC centers on P/E Ratio, Price/Book, EPS Growth.
Bull Case : SEB
The strongest argument for SEB centers on P/E Ratio, Price/Book, EPS Growth. Revenue growth of 17.8% demonstrates continued momentum. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bear Case : GHC
The primary concerns for GHC are Return on Equity, PEG Ratio.
Bear Case : SEB
The primary concerns for SEB are Profit Margin, Operating Margin, Free Cash Flow.
Key Dynamics to Monitor
GHC profiles as a value stock while SEB is a growth play — different risk/reward profiles.
GHC carries more volatility with a beta of 0.71 — expect wider price swings.
SEB is growing revenue faster at 17.8% — sustainability is the question.
GHC generates stronger free cash flow (33M), providing more financial flexibility.
Bottom Line
SEB scores higher overall (69/100 vs 68/100) and 17.8% revenue growth. Both earn "Strong Buy" and "Strong 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.
Graham Holdings Co
INDUSTRIALS · CONGLOMERATES · USA
Graham Holdings Company is a diversified global media and education company. The company is headquartered in Arlington, Virginia.
Visit Website →Seaboard Corporation
INDUSTRIALS · CONGLOMERATES · USA
Seaboard Corporation is a global agribusiness and transportation company. The company is headquartered in Merriam, Kansas.
Visit Website →Compare with Other CONGLOMERATES Stocks
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