COMPARE · Data as of August 21, 2026
PDD vs SE
Verdict: Side-by-side breakdown using the Bull Rankings model. PDD scored 67.8, SE scored 80.0 — SE leads.
Compare another set
PDD
PDD Holdings Inc.
67.8
$88.38 · $125.8B
fundamentals as of
Score gap
12.2
SE leads
SE
Sea Limited
80
$117.53
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestPDD9.2x
- Fastest growthSE+33.2%
- Strongest balance sheetPDD0.01
- Highest qualityPDD89 / 100
- Largest discount to fair valuePDD-64%
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.
Fundamentals, head-to-head
PDD
SE
$15.9bA-
FCF
$4.5bB
+9.7%B
Rev
+33.2%A
0.01A
D/E
0.32A-
9.2xA
P/E
45.4xD
0.83B+
PEG
1.70C+
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
PDD
SE
64% below
Price vs fair valuelower is cheaper
—
~-12%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+119%
1-yr DCF upside
—
+175%
5-yr DCF upside
—
+283%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
PDD
Why this score
- Durable high returns
- Foreign reporter (CNY)
SE
No notable signals flagged.
The companies
PDDPDD Holdings Inc.
Why now
Internet Retail · market cap $125.8b. Down 37% from 52-week high of $139.41 — deep drawdown territory. PEG 0.83 — paying under fair value for the growth rate. 34 sell-side analysts rate this a Buy with a mean 1-yr target of $116.84 (implying +32% upside).
Moat
Net margin 23% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 24% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 112% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 37% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. 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 n/a. Down 41% 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 +32% 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.
Risk
Down 41% 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 45x 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.