Sea Limited vs Vipshop Holdings Ltd - ADR — how do they compare? Sea Limited trades at $94.5 (market cap $57.98B), while Vipshop Holdings Ltd - ADR trades at $12.71 (market cap $6.07B). The key difference: Sea Limited is far larger — about 9.6× Vipshop Holdings Ltd - ADR's market cap, and Vipshop Holdings Ltd - ADR pays a 4.86% dividend while Sea Limited pays none. Which is the better fit depends on your goals — on Pluang, investors hold Sea Limited for 102 Days and Vipshop Holdings Ltd - ADR for 49 Days on average.
| SE | VIPS | |
|---|---|---|
Market Cap | $57.98B | $6.07B |
Volume | 4,033,686 | 3,134,219 |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $188.00 | $20.29 |
52-Week Low | $78.16 | $12.09 |
Typical Hold Time | 102 Days | 49 Days |
Enterprise Value | $53.01B | $2.90B |
Dividend Yield | — | 4.86% |
Signals from Pluang's Aura AI — not financial advice
Sea Limited (SE) trades at $92.89, down 3.77% on the day, with bearish technical signals dominating despite strong fundamental growth. The company reported robust revenue growth from $22.94B in 2025 to $27.7B projected for 2026, with net income reaching $1.58B. Recent earnings show mixed results with Q4 2025 missing expectations but Q1 and Q2 2026 beating estimates. Analyst sentiment remains overwhelmingly positive with 70% buy ratings and a $153.67 consensus price target representing 65% upside potential.
The investment case hinges on Sea's continued e-commerce and fintech expansion, though the stock faces near-term technical pressure. Key risks include margin compression concerns and insider selling activity. With strong cash flow generation improving from negative $3.2B in 2022 to positive $2.34B in 2025, the fundamentals support long-term growth despite current bearish technical indicators.
Vipshop (VIPS) trades at $12.72, down 0.24% on the day, with a bullish overall technical signal. The stock appears undervalued with a P/E of 4.12 and P/S of 0.41, supported by strong profitability metrics including a 9.82% net income margin and 24.44% ROE. Recent Q2 2026 earnings missed expectations, with revenue of $105.92 billion in 2025 showing a slight decline, but net income remains robust at $7.24 billion. Analyst consensus is bullish with a $16.17 price target.
The outlook for VIPS is mixed; attractive valuation and strong cash flow generation offer upside potential, but recent earnings misses and a challenging consumer environment pose near-term risks. Investor sentiment is cautiously optimistic, with 53.57% of analysts rating it a buy, though growth stagnation remains a key concern.
Trailing returns across standard periods
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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 →Vipshop Holdings Ltd is an online discount retailer for brands in China. The company offers branded products to consumers in China through flash sales on its vipshop.com, vip.com and lefeng.com websites. Flash sales represent an online retail format combining the advantages of e-commerce and discount sales through selling a finite quantity of discounted products or services online for a limited period of time. It deals in a wide range of products and services for consumers specializing in branded cosmetics, apparel, healthcare products, food and other consumer products. Its operating segment includes Vip.com and Shan Shan Outlets. The company generates maximum revenue from Vip.com segment.
Read more on VIPS →