Sea Limited vs USA Rare Earth Inc. Class A Common Stock — how do they compare? Sea Limited trades at $94 (market cap $58.76B), while USA Rare Earth Inc. Class A Common Stock trades at $10.11 (market cap $4.23B). The key difference: Sea Limited is far larger — about 13.9× USA Rare Earth Inc. Class A Common Stock's market cap, and Sea Limited is trading nearer its 52-week high, USA Rare Earth Inc. Class A Common Stock nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Sea Limited for 103 Days and USA Rare Earth Inc. Class A Common Stock for 0 Days on average.
| SE | USAR | |
|---|---|---|
Market Cap | $58.76B | $4.23B |
Volume | 5,236,560 | 13,677,660 |
Sector | Consumer Cyclical | Basic Materials |
52-Week High | $165.70 | $33.68 |
52-Week Low | $78.16 | $10.32 |
Typical Hold Time | 103 Days | 0 Days |
Enterprise Value | $53.78B | $2.70B |
Signals from Pluang's Aura AI — not financial advice
Sea Limited (SE) trades at $95.31, down 0.59% with a bearish technical signal. The company shows strong revenue growth from $22.94B in 2025 to projected $27.7B in 2026, with net income reaching $1.58B. Recent earnings show mixed results with Q4 2025 missing estimates but Q1 and Q2 2026 beating expectations. Analyst consensus remains strongly bullish with 72.7% buy ratings and a $153.67 price target, representing 61% upside potential from current levels.
The investment case hinges on continued e-commerce and fintech growth despite recent stock weakness. Key risks include margin compression concerns and insider selling activity. Positive cash flow generation since 2025 and improving profitability metrics support the bullish analyst outlook, though technical indicators suggest near-term caution.
USA Rare Earth (USAR) trades at $11.265, down 4.7% today and near its 52-week low, reflecting persistent sector pressure. The company shows severe financial strain with a net income margin of -2,159.3% and negative cash flow from operations, though analyst consensus remains unanimously bullish with a $34.57 price target. Recent news highlights strategic investments in a $1.2 billion South Carolina facility and a $2.8 billion Brazil acquisition to build a mine-to-magnet supply chain, positioning it for long-term growth amid U.S. critical mineral initiatives.
The stock presents high risk due to extreme losses and cash burn but offers speculative upside if government funding and project milestones materialize. Key risks include execution challenges, reliance on future financing, and sector volatility. Investors should weigh the bullish analyst outlook against the company's current financial instability and macroeconomic headwinds affecting rare earth markets.
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 →USA Rare Earth is building an integrated rare earth and permanent magnet supply chain spanning mining, metal and alloy production, and magnet manufacturing, with assets including the Round Top heavy rare earth deposit in Texas, a magnet manufacturing facility in Stillwater, Oklahoma, and metal-and-alloy producer Less Common Metals.
Read more on USAR →