Alibaba vs Sea

JasonGoh25
2021-11-24

$Alibaba(BABA)$$Sea Ltd(SE)$

Many people discussing about this 2 companies. No doubt that their business model may be similar, but their financials are not and I think the valuations used for the both companies should be different. The argument between Alibaba or Sea feels like a argument between value (Alibaba) and growth (Sea). 

Many people view Sea as a high growth company, in which I think so too. Their growth is definitely higher than Alibaba. However, their ROE & ROA are still in a negative territory. Sea's revenue was 2.69B whereas Alibaba's revenue was 32.20B. So I would say it's really not fair to both companies if you compare them using the same metrics. 

Although Alibaba is also "technically" a ecommerce company, I think they're moving more towards a value stock. For Sea, obviously a growth stock with plenty of room to grow. 

So... I think Sea is a great company for growth investors. Alibaba, a great company for value investors. 

Again, just my 2 cents. 

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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评论（157）

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  • Tiger_story
    ·2021-11-24
    you ignored one key factors, alibaba has huge market (1.4billion people) while sea can not even reach.⚔️
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    • Steveneng88回复troy并不难: 
      巨大的市场不代表有巨大的估值
      2021-11-28
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    • troy并不难: 
      nah，baba market is only in China due to political reason , but SEA , the whole world is the market. 1.4 b vs how many, do the math
      2021-11-24
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    • JasonGoh25: 
      Well said
      2021-11-24
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  • ralpheer
    ·2021-11-24
    Baba is well established in China & SEA is growin in S.E.A.Baba is value stock. Sea is a highly anticipated growth stock.Baba, an diversified e-com coy.SEA, an gaming & e-com coy tryin 2 gain foothold
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    • JasonGoh25: 
      Well said
      2021-11-24
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  • Jim1995
    ·2021-11-24
    Growth stocks always tend not to grow well.
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    • JasonGoh25: 
      Hahahaha [开心]
      2021-11-24
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  • iagenx
    ·2021-11-24
    $Alibaba(BABA)$ is not just a Value stock. It has growth Businesses embedded within the value. cloud is growth, trendyol and lazada are both growing
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    • BlueDaisy: 
      Yes, BABA is a growth stock with value and profit
      2021-11-25
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    • Falafulu: 
      agreed
      2021-11-25
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  • Tracccy
    ·2021-11-25
    Like you said, maybe it's a good long-term investment. But when to buy? I don't think the chances will come soon.
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    • Sandyboy: 
      For BABA i think the time is now
      2021-11-26
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  • Anzygart
    ·2021-11-28
    SEA has to raise money each time they expand into new markets, not a good way to grow if they cannot even generate the cash to fund some organic growth on their own first
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  • AhKeong
    ·2021-11-27
    alibaba is basically ripped off by the higher order.  韭菜被收割。。。
    https://youtu.be/HsMvLrw5E0E
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  • JulianAlerander
    ·2021-11-25
    I think it's time to look at the companies alibaba has invested in. We can follow. That's how we make money. hhh
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  • BonnieHoyle
    ·2021-11-25
    I couldn't agree with u more. Now that Alibaba is in shape, and its share price hardly moves in a big way. But the other one is different. It has a lot of potential.
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  • LesleyNewman
    ·2021-11-25
    It depends on the preferences of individual indicators. Those who prefer growth certainly opt for the latter.🤣🤣
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  • KingKong88
    ·2021-11-27
    I'm for SEA for longer term
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  • 股市幸运姥姥
    ·2021-11-27
    [强] [强]
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  • JackJackson
    ·2021-11-26
    Sea is a great company!It has the business of Alibaba and Tencent.Long term bullish on the SEA.
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  • Eaglewings
    ·2021-11-26
    Both are good companies.
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    • elynzj: 
      Ok
      2021-11-27
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  • 羊坑
    ·2021-11-26
    prefer value stock $Alibaba(BABA)$
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  • 小学生JC
    ·2021-11-26
    看好BABA
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  • AgathaHume
    ·2021-11-25
    Another factor is to see if they spend at the same level as Alibaba did when it was successful.
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  • glorify
    ·2021-11-25
    Agree! SEA is a great company for potential growth. BABA is a great company for value investors. keep going!💪👌👍
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  • ZeRoCoOl
    ·2021-11-29
    Both are growth companies, just which will grow Faster or Higher
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  • WKB
    ·2021-11-28
    Just buy Both to enjoy value and growth
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