Sea Limited vs Twilio Inc — how do they compare? Sea Limited trades at $95 (market cap $57.98B), while Twilio Inc trades at $276.55 (market cap $41.93B). The key difference: Sea Limited is the larger of the two by market cap, and Twilio Inc is trading nearer its 52-week high, Sea Limited nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Sea Limited for 102 Days and Twilio Inc for 56 Days on average.
| SE | TWLO | |
|---|---|---|
Market Cap | $57.98B | $41.93B |
Volume | 4,033,686 | 3,480,421 |
Sector | Consumer Cyclical | Technology |
52-Week High | $188.00 | $301.27 |
52-Week Low | $78.16 | $106.23 |
Typical Hold Time | 102 Days | 56 Days |
Enterprise Value | $53.01B | $40.34B |
Signals from Pluang's Aura AI — not financial advice
Sea Limited (SE) trades at $94.66, down 1.94% on the day, with technical indicators showing bearish momentum despite oversold RSI readings. The company demonstrates strong fundamental progress with revenue growing from $12.4B in 2022 to $22.9B in 2025 and achieving profitability, though recent Q4 2025 earnings missed expectations. Analyst sentiment remains overwhelmingly positive with 31 buy ratings and a $153.67 consensus price target, representing significant upside potential from current levels.
Sea presents a compelling growth story with expanding profitability and strong e-commerce momentum, though execution risks and competitive pressures persist. The stock's current valuation at 36.55x P/E reflects growth expectations, while technical weakness suggests potential near-term consolidation. Institutional confidence remains high despite recent insider selling activity.
Twilio (TWLO) trades at $273.00, down 2.64% on the day, with a bullish technical signal from moving averages and neutral oscillators. The company has beaten EPS estimates for three consecutive quarters, with Q3 2026 results pending. Revenue growth accelerated to $5.07 billion in 2025, turning net income positive at $33.83 million after prior losses. Recent inclusion in the S&P 500 index highlights institutional recognition, while analyst consensus remains strongly bullish with 76.9% buy ratings.
Outlook is positive given earnings momentum and S&P 500 inclusion, but high valuation multiples (P/E 37.71, EV/EBITDA 80.78) pose risks if growth slows. Competitive pressures in customer engagement software and potential volatility from AI-driven sentiment shifts require monitoring. The stock trades above the consensus price target of $254.65, suggesting near-term consolidation may precede further gains if execution continues.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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 →Twilio Inc. is a cloud-based communication platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces, or APIs, and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
Read more on TWLO →