LightInTheBox Holding Co Ltd ARD (LITB)vsSea Ltd (SE)
LITB
LightInTheBox Holding Co Ltd ARD
$2.35
+7.55%
CONSUMER CYCLICAL · Cap: $40.18M
SE
Sea Ltd
$82.47
+5.31%
CONSUMER CYCLICAL · Cap: $46.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Sea Ltd generates 10369% more annual revenue ($22.94B vs $219.10M). SE leads profitability with a 6.9% profit margin vs 2.5%. LITB trades at a lower P/E of 9.1x. SE earns a higher WallStSmart Score of 70/100 (B-).
LITB
Hold37
out of 100
Grade: F
SE
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+76.7%
Fair Value
$11.23
Current Price
$2.35
$8.88 discount
Margin of Safety
+2.9%
Fair Value
$117.94
Current Price
$82.47
$35.47 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Revenue surging 38.4% year-over-year
Earnings expanding 58.5% YoY
Growing faster than its price suggests
Generating 1.0B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
2.5% margin — thin
Operating margin of 4.7%
ROE of -2.2% — below average capital efficiency
Premium valuation, high expectations priced in
6.9% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : LITB
The strongest argument for LITB centers on P/E Ratio.
Bull Case : SE
The strongest argument for SE centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 38.4% demonstrates continued momentum. PEG of 0.55 suggests the stock is reasonably priced for its growth.
Bear Case : LITB
The primary concerns for LITB are Market Cap, Profit Margin, Operating Margin. Thin 2.5% margins leave little buffer for downturns.
Bear Case : SE
The primary concerns for SE are P/E Ratio, Profit Margin.
Key Dynamics to Monitor
LITB profiles as a value stock while SE is a hypergrowth play — different risk/reward profiles.
SE carries more volatility with a beta of 1.63 — 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 37/100) and 38.4% revenue growth. LITB offers better value entry with a 76.7% margin of safety. 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.
LightInTheBox Holding Co Ltd ARD
CONSUMER CYCLICAL · INTERNET RETAIL · USA
LightInTheBox Holding Co., Ltd. is a cross-border e-commerce platform that delivers products directly from manufacturers to their customers around the world. The company is headquartered in Shanghai, the People's Republic of 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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