COMPARE · Data as of August 24, 2026
EBAY vs SE
Verdict: Side-by-side breakdown using the Bull Rankings model. EBAY scored 56.1, SE scored 71.4 — SE leads.
Compare another set
Different reporting periods. EBAY's fundamentals are as of June 2026, but SE's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
EBAY
eBay Inc.
56.1
$107.08 · $47.7B
fundamentals as of
Score gap
15.3
SE leads
SE
Sea Limited
71.4
$115.68 · $70.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestEBAY21.9x
- Fastest growthSE+33.2%
- Strongest balance sheetSE0.32
- Highest qualityEBAY80 / 100
- Largest discount to fair valueSE-5%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
EBAY
stronger →← stronger
SE
80
Qualityreturns · margins · balance sheet
67
80
Growthrevenue & earnings expansion
97
28
Valuevaluation vs sector peers
56
SE is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
EBAY
SE
$2.4bB
FCF
$4.5bB
+14.7%B+
Rev
+33.2%A
1.53C+
D/E
0.32A-
21.9xB
P/E
45.5xD
1.59C+
PEG
1.68C+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
EBAY
SE
47% above
Price vs fair valuelower is cheaper
5% below
~17%/yr
Growth the price implies10-yr FCF · lower = less priced in
~14%/yr
-37%
1-yr DCF upside
-19%
-32%
5-yr DCF upside
+6%
-23%
10-yr DCF upside
+53%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
EBAY
Why this score
- Buying back stock
- Raising its dividend
- Durable high returns
SE
Why this score
- Diluting shareholders
The companies
EBAYeBay Inc.
Why now
Internet Retail · market cap $47.7b. 10% off the 52-week high of $119.31. Revenue growing +15%, comfortably above the S&P median. 27 sell-side analysts rate this a Hold with a mean 1-yr target of $116.15 (implying +8% upside).
Moat
Net margin 19% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 48% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 109% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
E-commerce competition — Amazon, Walmart, Shein, and Temu have each forced the rest of the category to compete on price, fulfillment speed, or assortment; sustaining margins requires one of those being structurally defended.
SESea Limited
Why now
Internet Retail · market cap $70.9b. Down 42% from 52-week high of $199.30 — deep drawdown territory. Revenue growing +33% — in hypergrowth territory. 28 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $155.29 (implying +34% upside).
Moat
ROE 13% 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. $70.9b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Down 42% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.51 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 46x 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.
Where EBAY and SE diverge
On the headline score the gap is 15.3 points in favor of SE. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueEBAY 27.8 · SE 56.3SE +28.5
- GrowthEBAY 80.0 · SE 96.5SE +16.5
- QualityEBAY 79.7 · SE 66.8EBAY +12.9
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.