Applied Materials, Inc. vs Sea Limited — how do they compare? Applied Materials, Inc. trades at $530.44 (market cap $414.54B), while Sea Limited trades at $130.6 (market cap $70.31B). The key difference: Applied Materials, Inc. is far larger — about 5.9× Sea Limited's market cap, and Applied Materials, Inc. pays a 0.41% dividend while Sea Limited pays none. Which is the better fit depends on your goals.
| AMAT | SE | |
|---|---|---|
Market Cap | $414.54B | $70.31B |
Sector | Technology | Media |
52-Week High | $723.00 | $196.50 |
52-Week Low | $156.25 | $78.16 |
Enterprise Value | $413.57B | $63.36B |
Dividend Yield | 0.41% | — |
Signals from Pluang's Aura AI — not financial advice
Applied Materials (AMAT) trades at $525.61, down 2.51% on the day, amid a neutral technical signal with key support at $510 and resistance at $546. The company shows strong fundamentals with a 29.31% net income margin and consistent earnings beats, including Q1 2026 EPS of $2.86 versus $2.68 expected. Recent news highlights CEO Gary Dickerson's optimism on AI-driven semiconductor demand, calling it the 'greatest time in the history of the industry' (CNBC, 2026-05-28).
Outlook remains positive with a consensus price target of $662.82, implying 26% upside, supported by 76.9% analyst buy ratings. Risks include high valuation multiples like a P/E of 49.12 and cyclical semiconductor equipment demand. The stock offers growth exposure to AI infrastructure but faces volatility from tech sector shifts.
Sea Limited (SE) trades at $113.43, up 2.19% on the day, with a bullish technical signal from moving averages and strong revenue growth from $22.94B in 2025. The company's net income margin improved to 6.36%, and cash flow turned positive to $2.34B in 2025. Recent news highlights an AI partnership with OpenAI to enhance Shopee's capabilities, though margin pressures from investments persist.
Outlook remains positive with a consensus price target of $128.33, offering ~13% upside, supported by analyst buy ratings at 70.45%. Risks include competitive pressures from TikTok Shop and elevated spending impacting near-term profitability. The stock's valuation at a P/E of 44.66 reflects growth expectations but requires sustained execution.
Trailing returns across standard periods
Latest headlines on both assets
Applied Materials is the world's largest supplier of semiconductor manufacturing equipment, providing materials engineering solutions to help make nearly every chip in the world. The firm's systems are used in nearly every major process step with the exception of lithography. Key tools include those for chemical and physical vapor deposition, etching, chemical mechanical polishing, wafer- and reticle-inspection, critical dimension measurement, and defect-inspection scanning electron microscopes.
Read more on AMAT →Sea Limited offers information technology services. The Company provides online personal computer and mobile digital content, e-commerce, and payment platforms. Sea serves customers worldwide.
Read more on SE →