AEO vs SE
American Eagle Outfitters, Inc. vs Sea Limited — AI-powered side-by-side comparison
AEO
American Eagle Outfitters, Inc.
69
Buy
VS
| Metric | AEO | SE |
|---|
| AI Score |
69
|
62
|
| Price |
$17.36
|
$131.54
|
| P/E Ratio |
10.52×
|
49.07×
|
| ROE |
11.4%
|
12.6%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
34.8%
|
44.3%
|
| Debt / Equity |
1.14×
|
0.28×
|
| Dividend Yield |
2.9%
|
0.0%
|
| RSI (14) |
44.4
|
84.2
|
| Beta |
1.317
|
1.51
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for AEO versus SE.
AEO leads by 7 points.
AEO scores 69/100 (Buy) versus SE at 62/100 (Buy).
AEO Committee View
83% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.02) -- balance sheet can absorb a shock. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- P/E of 10.7 is inexpensive for the broad market — Value
- ROE of 17.2% shows genuine earnings power backing the valuation — Value
- Dividend yield of 2.7% pays you to wait — Value
SE Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 40.5% yoy -- genuine top-line momentum. Value Analyst remains cautious — p/e of 43.3 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Revenue growing 40.5% YoY -- genuine top-line momentum — Growth
- EPS growing 79.5% YoY — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 43.3 is expensive by classic value standards — Value
- Price-to-book of 6.1x prices in significant intangible value — Value
- RSI at 84 is in overbought territory — Technical