Verdict: Side-by-side breakdown using the Bull Rankings model. JD scored 56.7, SE scored 77.9 — SE leads.
Compare another set
Different reporting periods. JD's fundamentals are as of June 2026, but SE's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
JD
JD.com, Inc.
Internet Retail · Quality-Growth
56.7
$27.09 · $36.6B
fundamentals as of
Score gap
21.2
SE leads
SE
Sea Limited
Internet Retail · Quality-Growth
77.9
$95.25 · $58.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestJD18.9x
Fastest growthSE+36.4%
Strongest balance sheetSE0.32
Highest qualitySE65 / 100
Largest discount to fair valueJD-63%
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
49
Qualityreturns · margins · balance sheet
65
88
Growthrevenue & earnings expansion
97
76
Valuevaluation vs sector peers
74
SE is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
JD
SE
$5.5bB+
FCF
$4.5bB
+13.0%B+
Rev
+36.4%A
0.37A-
D/E
0.32A-
18.9xB
P/E
36.8xC
0.49A
PEG
0.89B+
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
63% below
Price vs fair valuelower is cheaper
20% below
~-15%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~10%/yr
+143%
1-yr DCF upside
-3%
+174%
5-yr DCF upside
+24%
+224%
10-yr DCF upside
+77%
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.
Internet Retail · $27.09 · beta 0.32
Why now
Internet Retail · market cap $36.6b. Down 23% from 52-week high of $35.06 — deep drawdown territory. Revenue growing +13%, comfortably above the S&P median. PEG 0.49 — paying under fair value for the growth rate. 35 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $39.47 (implying +46% upside).
Moat
Free cash flow runs well ahead of reported net income.
Risk
Net margin 1.1% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. 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
Internet Retail · $95.25 · beta 1.55
Why now
Internet Retail · market cap $58.3b. Down 50% from 52-week high of $189.78 — deep drawdown territory. Revenue growing +36% — in hypergrowth territory. PEG 0.89 — paying under fair value for the growth rate. 28 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $154.93 (implying +63% 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. $58.3b 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 50% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.55 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 37x 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 21.2 points in favor of SE. The widest single difference is Quality, where SE leads by 16.0 points.
QualityJD 49.4 · SE 65.4SE +16.0
GrowthJD 87.6 · SE 97.3SE +9.7
ValueJD 76.3 · SE 74.4level
Pillars run 0–100. Value is judged against each company's own sector, so a Value 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.
Common questions
Is SE or JD the better stock?
SE scores higher: SE 77.9, JD 56.7 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do SE and JD differ most?
The widest gap is quality, where SE leads by 16 points on the 0–100 pillar scale. SE also leads growth, while value is effectively level between them.
How are SE and JD scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.