WallStSmart

Kaixin Auto Holdings (KXIN)vsSea Ltd (SE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sea Ltd generates 17781658% more annual revenue ($22.94B vs $129,000). SE leads profitability with a 6.9% profit margin vs 0.0%. SE earns a higher WallStSmart Score of 70/100 (B-).

KXIN

Avoid

23

out of 100

Grade: F

Growth: 2.7Profit: 2.5Value: 5.0Quality: 5.0
Piotroski: 4/9Altman Z: -25.28

SE

Strong Buy

70

out of 100

Grade: B-

Growth: 10.0Profit: 6.0Value: 7.3Quality: 5.5
Piotroski: 6/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for KXIN.

SEUndervalued (+53.7%)

Margin of Safety

+53.7%

Fair Value

$247.39

Current Price

$86.29

$161.10 discount

UndervaluedFair: $247.39Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KXIN2 strengths · Avg: 10.0/10
Price/BookValuation
0.4x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

SE5 strengths · Avg: 9.0/10
Revenue GrowthGrowth
38.4%10/10

Revenue surging 38.4% year-over-year

EPS GrowthGrowth
58.2%10/10

Earnings expanding 58.2% YoY

Market CapQuality
$52.85B9/10

Large-cap with strong market position

PEG RatioValuation
0.608/10

Growing faster than its price suggests

Free Cash FlowQuality
$1.48B8/10

Generating 1.5B in free cash flow

Areas to Watch

KXIN4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$10.90M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Return on EquityProfitability
-307.1%2/10

ROE of -307.1% — below average capital efficiency

SE2 concerns · Avg: 3.5/10
P/E RatioValuation
34.2x4/10

Premium valuation, high expectations priced in

Profit MarginProfitability
6.9%3/10

6.9% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : KXIN

The strongest argument for KXIN centers on Price/Book, Debt/Equity.

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 : KXIN

The primary concerns for KXIN are EPS Growth, Market Cap, Profit Margin.

Bear Case : SE

The primary concerns for SE are P/E Ratio, Profit Margin.

Key Dynamics to Monitor

KXIN 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.

SE generates stronger free cash flow (1.5B), providing more financial flexibility.

Bottom Line

SE scores higher overall (70/100 vs 23/100) and 38.4% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Kaixin Auto Holdings

CONSUMER CYCLICAL · AUTO & TRUCK DEALERSHIPS · China

Kaixin Auto Holdings is a used car dealer in the People's Republic of China. The company is headquartered in Beijing, the People's Republic of China.

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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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