COMPARE · Data as of August 24, 2026
JD vs SE
Verdict: Side-by-side breakdown using the Bull Rankings model. JD scored 56.6, SE scored 71.4 — SE leads.
Compare another set
JD
JD.com, Inc.
56.6
$29.20 · $39.4B
fundamentals as of
Score gap
14.8
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
- CheapestJD19.5x
- Fastest growthSE+33.2%
- Strongest balance sheetSE0.32
- Highest qualitySE67 / 100
- Largest discount to fair valueJD-52%
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)
JD
stronger →← stronger
SE
51
Qualityreturns · margins · balance sheet
67
81
Growthrevenue & earnings expansion
97
80
Valuevaluation vs sector peers
56
SE is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
JD
SE
$3.5bB
FCF
$4.5bB
+13.0%B+
Rev
+33.2%A
0.37A-
D/E
0.32A-
19.5xB
P/E
45.5xD
0.68A-
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
JD
SE
52% below
Price vs fair valuelower is cheaper
5% below
~-4%/yr
Growth the price implies10-yr FCF · lower = less priced in
~14%/yr
+59%
1-yr DCF upside
-19%
+110%
5-yr DCF upside
+6%
+213%
10-yr DCF upside
+53%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
JD
Why this score
- Buying back stock
- Foreign reporter (CNY)
SE
Why this score
- Diluting shareholders
The companies
JDJD.com, Inc.
Why now
Internet Retail · market cap $39.4b. Down 21% from 52-week high of $36.86 — deep drawdown territory. Revenue growing +13%, comfortably above the S&P median. PEG 0.68 — paying under fair value for the growth rate. 35 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $39.73 (implying +36% upside).
Moat
ROE 10% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 160% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Net margin 1.8% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. 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 JD and SE diverge
On the headline score the gap is 14.8 points in favor of SE. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueJD 80.5 · SE 56.3JD +24.2
- QualityJD 50.8 · SE 66.8SE +16.0
- GrowthJD 80.7 · SE 96.5SE +15.8
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.