ON Holding AG vs Sea Limited — how do they compare? ON Holding AG trades at $27.01 (market cap $9.11B), while Sea Limited trades at $108.12 (market cap $69.41B). The key difference: Sea Limited is far larger — about 7.6× ON Holding AG's market cap, and Sea Limited is trading nearer its 52-week high, ON Holding AG nearer its low. Which is the better fit depends on your goals.
| ONON | SE | |
|---|---|---|
Market Cap | $9.11B | $69.41B |
Sector | Technology | Media |
52-Week High | $50.63 | $196.50 |
52-Week Low | $26.84 | $78.16 |
Enterprise Value | $8.25B | $64.44B |
Signals from Pluang's Aura AI — not financial advice
ONON trades at $27.27, down 2.57% on the day, with a bearish technical signal despite recent earnings beats. The stock shows strong fundamentals with a 64.82% gross margin and 12.3% net income margin, while analyst consensus remains optimistic with a $45.67 price target. Recent news highlights robust APAC growth but notes tariff and cost risks.
Outlook is mixed: strong DTC growth and margin expansion support upside, but near-term headwinds include U.S. tariffs and wholesale restraint. The stock's current valuation near support levels may offer entry points for long-term investors despite technical weakness.
SE trades at $113.33, up 1.11% today, with a bullish technical outlook as the price sits above key support at $111. Revenue grew to $22.94B in 2025, with net income reaching $1.58B, and analysts project a consensus price target of $143.67. Recent insider sales by executives have occurred, but the company maintains strong cash flow from operations of $5.02B.
The outlook is positive given robust revenue growth and improving profitability, but risks include competitive pressures in e-commerce and potential volatility from insider selling. Wall Street sentiment remains bullish with 70% buy ratings, supporting upside potential if earnings continue to beat expectations.
Trailing returns across standard periods
Latest headlines on both assets
ON Holding AG is a Swiss sports company primarily known for its high-performance running shoes, apparel, and accessories under the 'On' brand. The company emphasizes a blend of high-end design, proprietary cloud technology (like CloudTec cushioning), and sustainability in its products. On has rapidly gained market share globally, appealing to both competitive athletes and general consumers in the performance and lifestyle footwear segments.
Read more on ONON →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 →