Sea Limited vs Yum China Holdings Inc — how do they compare? Sea Limited trades at $127.47 (market cap $80.55B), while Yum China Holdings Inc trades at $47.77 (market cap $16.28B). The key difference: Sea Limited is far larger — about 4.9× Yum China Holdings Inc's market cap, and Yum China Holdings Inc pays a 2.44% dividend while Sea Limited pays none. Which is the better fit depends on your goals.
| SE | YUMC | |
|---|---|---|
Market Cap | $80.55B | $16.28B |
Sector | Media | Consumer Cyclical |
52-Week High | $196.50 | $57.95 |
52-Week Low | $78.16 | $40.18 |
Enterprise Value | $75.58B | $17.19B |
Dividend Yield | — | 2.44% |
Signals from Pluang's Aura AI — not financial advice
Sea Limited (SE) stock surged 12.11% to $128.7, driven by strong Q2 2026 results with revenue of $7.8 billion, up 48% year-over-year. The company demonstrated robust growth across e-commerce, fintech, and gaming segments, with net income rising 11% to $458 million. Technical indicators show a bullish trend, though RSI levels suggest overbought conditions. Analyst consensus remains positive with a $128.33 price target, supported by improved EBITDA guidance for Shopee.
The outlook for SE is favorable due to accelerating revenue growth and diversification, but risks include margin pressure from increased investments and credit costs. The stock's high P/E ratio of 50.78 demands sustained earnings expansion. Insider selling by the COO warrants monitoring. Overall, growth prospects outweigh near-term challenges, positioning SE for potential upside if execution continues.
YUMC trades at $48.19, up 0.98% today, with a bullish technical signal from moving averages and strong earnings beats in recent quarters. The company reported revenue of $11.80B in 2025 with a net income margin of 7.84%, and recently completed the acquisition of the Pizza Hut brand in Mainland China, enhancing strategic control. Analyst consensus is strongly positive with 14 buy ratings and a projected 26.21% upside potential.
The outlook for YUMC is favorable due to consistent earnings growth, store expansion, and the Pizza Hut acquisition eliminating royalty fees. Risks include macroeconomic headwinds in China and competitive pressures. Wall Street sentiment remains bullish, supported by institutional confidence and positive earnings momentum.
Trailing returns across standard periods
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 →With almost 10,600 units and USD 9.5 billion in systemwide sales in 2020, Yum China is the largest restaurant chain in China. It generates revenue through its own restaurants and franchise fees. Key concepts include KFC (7,166 units) and Pizza Hut (2,355), but the company's portfolio also includes other brands such as Little Sheep, East Dawning, Taco Bell, Huang Ji Huang, COFFii & Joy, and Lavazza (collectively representing about 985 units). Yum China is a trademark licensee of Yum Brands, paying 3% of total systemwide sales to the company it separated from in October 2016.
Read more on YUMC →