Motorcar Parts of America Inc (MPAA)vsSea Ltd (SE)
MPAA
Motorcar Parts of America Inc
$11.22
+2.28%
CONSUMER CYCLICAL · Cap: $223.23M
SE
Sea Ltd
$84.88
+2.01%
CONSUMER CYCLICAL · Cap: $51.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Sea Ltd generates 2877% more annual revenue ($22.94B vs $770.64M). SE leads profitability with a 6.9% profit margin vs 0.3%. SE appears more attractively valued with a PEG of 0.59. SE earns a higher WallStSmart Score of 70/100 (B-).
MPAA
Hold49
out of 100
Grade: D+
SE
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+81.9%
Fair Value
$55.36
Current Price
$11.22
$44.14 discount
Margin of Safety
+53.2%
Fair Value
$244.86
Current Price
$84.88
$159.98 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
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
Smaller company, higher risk/reward
ROE of 0.8% — below average capital efficiency
0.3% margin — thin
Operating margin of 4.6%
Premium valuation, high expectations priced in
6.9% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : MPAA
The strongest argument for MPAA centers on Price/Book, PEG Ratio. PEG of 0.61 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 0.59 suggests the stock is reasonably priced for its growth.
Bear Case : MPAA
The primary concerns for MPAA are Market Cap, Return on Equity, Profit Margin. A P/E of 129.1x leaves little room for execution misses. Thin 0.3% 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
MPAA 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 AUTO PARTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SE scores higher overall (70/100 vs 49/100) and 38.4% revenue growth. MPAA offers better value entry with a 81.9% 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.
Motorcar Parts of America Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Motorcar Parts of America, Inc. manufactures, remanufactures and distributes parts for heavy duty truck, industrial, marine and agricultural applications. The company is headquartered in Torrance, California.
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.
Compare with Other AUTO PARTS Stocks
Want to dig deeper into these stocks?