Sea Ltd (SE)vsThredUp Inc (TDUP)
SE
Sea Ltd
$82.47
+5.31%
CONSUMER CYCLICAL · Cap: $46.36B
TDUP
ThredUp Inc
$3.38
-2.31%
CONSUMER CYCLICAL · Cap: $439.55M
Smart Verdict
WallStSmart Research — data-driven comparison
Sea Ltd generates 7280% more annual revenue ($22.94B vs $310.81M). SE leads profitability with a 6.9% profit margin vs -6.5%. SE earns a higher WallStSmart Score of 70/100 (B-).
SE
Strong Buy70
out of 100
Grade: B-
TDUP
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+2.9%
Fair Value
$117.94
Current Price
$82.47
$35.47 discount
Intrinsic value data unavailable for TDUP.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
18.5% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
6.9% margin — thin
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -35.0% — below average capital efficiency
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : TDUP
The strongest argument for TDUP centers on Revenue Growth. Revenue growth of 18.5% demonstrates continued momentum.
Bear Case : SE
The primary concerns for SE are P/E Ratio, Profit Margin.
Bear Case : TDUP
The primary concerns for TDUP are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
SE profiles as a hypergrowth stock while TDUP is a growth play — different risk/reward profiles.
TDUP carries more volatility with a beta of 1.73 — expect wider price swings.
SE is growing revenue faster at 38.4% — sustainability is the question.
SE generates stronger free cash flow (1.0B), providing more financial flexibility.
Bottom Line
SE scores higher overall (70/100 vs 32/100) 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.
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.
ThredUp Inc
CONSUMER CYCLICAL · INTERNET RETAIL · USA
ThredUp Inc. operates online resale platforms that allow consumers to buy and sell second-hand clothing, shoes, and accessories for women and children. The company is headquartered in Oakland, California.
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