JD.com Inc Adr (JD)vsSea Ltd (SE)
JD
JD.com Inc Adr
$29.96
-1.19%
CONSUMER CYCLICAL · Cap: $40.92B
SE
Sea Ltd
$86.20
+1.56%
CONSUMER CYCLICAL · Cap: $52.80B
Smart Verdict
WallStSmart Research — data-driven comparison
JD.com Inc Adr generates 5607% more annual revenue ($1.31T vs $22.94B). SE leads profitability with a 6.9% profit margin vs 1.5%. SE appears more attractively valued with a PEG of 0.60. SE earns a higher WallStSmart Score of 70/100 (B-).
JD
Hold49
out of 100
Grade: D+
SE
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JD.
Margin of Safety
+53.0%
Fair Value
$243.62
Current Price
$86.20
$157.42 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 14.6B in free cash flow
Growing faster than its price suggests
Attractively priced relative to earnings
Revenue surging 38.4% year-over-year
Earnings expanding 58.2% YoY
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
1.5% revenue growth
ROE of 7.6% — below average capital efficiency
1.5% margin — thin
Earnings declined 56.2%
Premium valuation, high expectations priced in
6.9% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : JD
The strongest argument for JD centers on Price/Book, Free Cash Flow, PEG Ratio. PEG of 0.97 suggests the stock is reasonably priced for its growth.
Bull Case : SE
The strongest argument for SE centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 38.4% demonstrates continued momentum. PEG of 0.60 suggests the stock is reasonably priced for its growth.
Bear Case : JD
The primary concerns for JD are Revenue Growth, Return on Equity, Profit Margin. Thin 1.5% margins leave little buffer for downturns.
Bear Case : SE
The primary concerns for SE are P/E Ratio, Profit Margin, Free Cash Flow.
Key Dynamics to Monitor
JD profiles as a value stock while SE is a hypergrowth play — different risk/reward profiles.
SE carries more volatility with a beta of 1.70 — expect wider price swings.
SE is growing revenue faster at 38.4% — sustainability is the question.
Monitor INTERNET RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SE scores higher overall (70/100 vs 49/100) and 38.4% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
JD.com Inc Adr
CONSUMER CYCLICAL · INTERNET RETAIL · China
JD.com, Inc. is an e-commerce company and retail infrastructure service provider in the People's Republic of China. The company is headquartered in Beijing, China.
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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