COMPARE · Reviewed July 29, 2026
CARG vs SE
Verdict: Side-by-side breakdown using the Bull Rankings model. CARG scored 83.3, SE scored 84.0 — SE leads.
Compare another set
CARG
CarGurus, Inc.
83.3
$37.07 · $3.3B
fundamentals as of
Score gap
0.7
SE leads
SE
Sea Limited
84
$108.37
fundamentals as of
Fundamentals, head-to-head
CARG
SE
$293mC
FCF
$4.8bB
+14.0%B+
Rev
+36.4%A
0.79B
D/E
0.28A-
19.5xB+
P/E
42.8xC
1.06B+
PEG
1.50B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CARG
SE
33% below
Price vs fair valuelower is cheaper
—
~0%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+27%
1-yr DCF upside
—
+49%
5-yr DCF upside
—
+88%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CARG
Why this score
- Buying back stock
SE
No notable signals flagged.
The companies
CARGCarGurus, Inc.
Why now
Auto & Truck Dealerships · market cap $3.3b. 6% off the 52-week high of $39.42. Revenue growing +14%, comfortably above the S&P median. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $37.77 (implying +2% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 63% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 196% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
SESea Limited
Why now
Internet Retail · market cap n/a. Down 46% from 52-week high of $199.30 — deep drawdown territory. Revenue growing +36% — in hypergrowth territory. 28 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $142.26 (implying +31% upside).
Moat
ROE 15% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Down 46% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.55 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 43x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.