COMPARE · Data as of August 24, 2026
GLBE vs SE
Verdict: Side-by-side breakdown using the Bull Rankings model. GLBE scored 54.8, SE scored 71.4 — SE leads.
Compare another set
GLBE
Global-E Online Ltd.
54.8
$39.86 · $6.7B
fundamentals as of
Score gap
16.6
SE leads
SE
Sea Limited
71.4
$115.68 · $70.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestSE45.5x
- Fastest growthSE+33.2%
- Strongest balance sheetGLBE0.03
- Highest qualitySE67 / 100
- Largest discount to fair valueSE-5%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
GLBE
stronger →← stronger
SE
61
Qualityreturns · margins · balance sheet
67
93
Growthrevenue & earnings expansion
97
29
Valuevaluation vs sector peers
56
SE is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
GLBE
SE
$281mC
FCF
$4.5bB
+27.8%A-
Rev
+33.2%A
0.03A
D/E
0.32A-
46.3xD
P/E
45.5xD
1.76C+
PEG
1.68C+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
GLBE
SE
2% above
Price vs fair valuelower is cheaper
5% below
~15%/yr
Growth the price implies10-yr FCF · lower = less priced in
~14%/yr
-26%
1-yr DCF upside
-19%
-2%
5-yr DCF upside
+6%
+46%
10-yr DCF upside
+53%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
GLBE
No notable signals flagged.
SE
Why this score
- Diluting shareholders
The companies
GLBEGlobal-E Online Ltd.
Why now
Internet Retail · market cap $6.7b. 9% off the 52-week high of $43.99. Revenue growing +28% — in hypergrowth territory. 13 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $50.62 (implying +27% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Trailing P/E 46x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. ROE 7% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate. E-commerce competition — Amazon, Walmart, Shein, and Temu have each forced the rest of the category to compete on price, fulfillment speed, or assortment; sustaining margins requires one of those being structurally defended.
SESea Limited
Why now
Internet Retail · market cap $70.9b. Down 42% from 52-week high of $199.30 — deep drawdown territory. Revenue growing +33% — in hypergrowth territory. 28 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $155.29 (implying +34% upside).
Moat
ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong. $70.9b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Down 42% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.51 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 46x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where GLBE and SE diverge
On the headline score the gap is 16.6 points in favor of SE. The widest single difference is Value, where SE leads by 27.3 points.
- ValueGLBE 29.0 · SE 56.3SE +27.3
- QualityGLBE 61.4 · SE 66.8SE +5.4
- GrowthGLBE 92.7 · SE 96.5SE +3.8
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.