Sea Limited vs Zscaler Inc — how do they compare? Sea Limited trades at $106.01 (market cap $64.73B), while Zscaler Inc trades at $148.6 (market cap $24.23B). The key difference: Sea Limited is far larger — about 2.7× Zscaler Inc's market cap. Which is the better fit depends on your goals.
| SE | ZS | |
|---|---|---|
Market Cap | $64.73B | $24.23B |
Sector | Media | Technology |
52-Week High | $196.50 | $336.27 |
52-Week Low | $78.16 | $118.05 |
Enterprise Value | $57.78B | $22.55B |
Signals from Pluang's Aura AI — not financial advice
Sea Limited (SE) trades at $106.26, up 2.12% with a neutral technical signal. The company shows strong revenue growth, reaching $22.94 billion in 2025 with a net income margin of 6.36%. Recent earnings beat expectations in Q1 2026 but missed in prior quarters. Analyst sentiment remains bullish with a $131 consensus price target, though insider selling has drawn attention amid a 30% stock decline over the past year.
The outlook is mixed: robust fundamentals and analyst support suggest upside potential, but risks include earnings volatility, competitive pressures, and geopolitical factors affecting sentiment. The stock's valuation at a P/E of 41.61 requires sustained growth to justify current levels, making execution critical for future performance.
Zscaler trades at $148.72, down 0.78% on the day, with strong technical momentum showing bullish moving average signals and key support at $147. The company demonstrates robust revenue growth, increasing from $1.1B in 2022 to $2.67B in 2025, while narrowing net losses from -$390M to -$41M. Recent earnings beats and accelerating Zero Trust adoption position Zscaler for continued enterprise security market share gains amid growing cybersecurity spending trends.
Zscaler presents a compelling growth story with 79% analyst buy ratings and a $192.46 price target offering 29% upside potential. However, persistent profitability challenges, rising AI infrastructure costs, and ongoing class action investigations create near-term execution risks. The stock's premium valuation at 7.5x sales requires sustained revenue acceleration to justify current levels.
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 →Zscaler is a security-as-a-service firm that offers its customers cloud-delivered solutions for protecting user devices and data. The firm leverages its position in 150 colocation data centers to deliver traditionally appliance-based security functionality, such as firewalls and sandboxes, as a completely cloud-native platform. The firm focuses on large enterprise customers and offers two primary product suites: Zscaler Internet Access, which securely connects users to externally managed application and websites (such as Salesforce and Google), and Zscaler Private Access, which securely connects users to internally managed applications. Both product suites encompass a broad gamut of capabilities situated across the traditional security stack.
Read more on ZS →