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
    你忽略了一个关键因素，阿里巴巴-SW有巨大的市场（14亿人口），而大海甚至无法到达
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    • troy并不难: 
      不，由于政治原因，巴巴市场只在中国，但海洋，全世界都是市场。1.4b vs多少，算算
      2021-11-24
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  • Jim1995
    ·2021-11-24
    成长型股票往往成长性不好。
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  • Tracccy
    ·2021-11-25
    就像你说的，也许这是一个很好的长期投资。但是什么时候买呢？我认为机会不会很快到来。
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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
    我完全同意你的观点。现在阿里巴巴-SW已经成形，其股价几乎没有大的波动。但另一个不同。它有很大的潜力。
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  • LesleyNewman
    ·2021-11-25
    这取决于个别指标的偏好。那些喜欢增长的人当然会选择后者。
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  • JackJackson
    ·2021-11-26
    Sea是一家伟大的公司！它有阿里巴巴-SW和腾讯的业务。长期看好Sea。
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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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  • OlgaRichardson
    ·2021-11-27
    baba is always in my portfolio
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  • ArcticFox
    ·2022-02-04
    这篇文章不错，转发给大家看
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