Verdict: Side-by-side breakdown using the Bull Rankings model. W scored 24.6, SE scored 77.9 — SE leads.
Compare another set
Different reporting periods. W'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.
W
Wayfair Inc.
Internet Retail · Quality-Growth
24.6
$105.74 · $14.5B
fundamentals as of
Score gap
53.3
SE leads
SE
Sea Limited
Internet Retail · Quality-Growth
77.9
$95.25 · $58.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthSE+36.4%
Highest qualitySE65 / 100
Largest discount to fair valueSE-20%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
W
stronger →← stronger
SE
33
Qualityreturns · margins · balance sheet
65
43
Growthrevenue & earnings expansion
97
10
Valuevaluation vs sector peers
74
SE is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
W
SE
$562mC+
FCF
$4.5bB
+7.5%B
Rev
+36.4%A
Negative equity
D/E
0.32A-
1.1xB
P/S
—
23.50D
PEG
0.89B+
—
P/E
36.8xC
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
W
SE
158% above
Price vs fair valuelower is cheaper
20% below
~32%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~10%/yr
-63%
1-yr DCF upside
-3%
-61%
5-yr DCF upside
+24%
-59%
10-yr DCF upside
+77%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
W
Why this score
Diluting shareholders
SE
Why this score
Diluting shareholders
The companies
WWayfair Inc.
Internet Retail · $105.74 · beta 3.02
Why now
Internet Retail · market cap $14.5b. 12% off the 52-week high of $119.98. 29 sell-side analysts rate this a Buy with a mean 1-yr target of $123.72 (implying +17% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -2.5%) — path to GAAP profitability is the core thesis risk. Beta 3.02 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. 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
Internet Retail · $95.25 · beta 1.55
Why now
Internet Retail · market cap $58.3b. Down 50% from 52-week high of $189.78 — deep drawdown territory. Revenue growing +36% — in hypergrowth territory. PEG 0.89 — paying under fair value for the growth rate. 28 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $154.93 (implying +63% 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. $58.3b 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 50% 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 37x 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 W and SE diverge
On the headline score the gap is 53.3 points in favor of SE. The widest single difference is Value, where SE leads by 63.9 points.
ValueW 10.5 · SE 74.4SE +63.9
GrowthW 42.5 · SE 97.3SE +54.8
QualityW 33.4 · SE 65.4SE +32.0
Pillars run 0–100. Value is judged against each company's own sector, so a Value 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.
Common questions
Is SE or W the better stock?
SE scores higher: SE 77.9, W 24.6 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do SE and W differ most?
The widest gap is value, where SE leads by 64 points on the 0–100 pillar scale. SE leads all three pillars, so the gap is broad rather than a single-measure difference.
How are SE and W scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.