ARX vs EBAY vs SE Stock Comparison

Accelerant Holdings, Ebay and Sea Prices as of Oct 27, 2026 Peers: Industry group
ARX Accelerant Holdings
$19.81 +0.3% 1M +56.0% 1Y
Market cap
$4.30B
P/E
–
Revenue (TTM)
$1.15B
Div. yield
–
Property and Casualty Insurance Financial Services
3 wins
EBAY Ebay Inc
$117.83 +9.2% 1M +20.2% 1Y
Market cap
$52.43B
P/E
23.6x
Revenue (TTM)
$12.01B
Div. yield
1.04%
Digital Marketplaces Technology
6 wins
SE Sea Ltd
$74.75 -24.9% 1M -53.3% 1Y
Market cap
$45.74B
P/E
26.4x
Revenue (TTM)
$26.55B
Div. yield
–
Digital Marketplaces Technology
2 wins

Head to Head

11 decided of 12

Ebay leads on 6 of the 12 questions below (Ebay 6, Accelerant Holdings 3, Sea 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionARXEBAYSELeader
Larger companyMarket capitalisation $4.30B $52.43B $45.74B EBAY
Cheaper on earningsLower P/E, profitable companies only -3.2x 23.6x 26.4x EBAY
Cheaper on forward earningsLower price / next fiscal year consensus EPS 23.0x 20.6x 19.7x SE
Faster revenue growthRevenue growth, trailing twelve months +54.6% +14.7% +43.5% ARX
More profitableNet margin, trailing twelve months -119.3% 18.5% 6.3% EBAY
Better return on capitalReturn on invested capital -179.7% 19.3% — EBAY
Less leveragedLower net debt / EBITDA 1.0x 1.2x — ARX
Higher dividend yieldTrailing dividend yield — 1.04% — –
Better 1-year returnPrice return, last 12 months +56.0% +20.2% -53.3% ARX
Better 5-year returnAnnualised price return, 5 years — +10.2%/yr -26.7%/yr EBAY
Less volatileAnnualised volatility, 1 year 67.4% 36.7% 52.2% EBAY
Higher overall scoreMean of the five percentile scores vs peers 13/100 50/100 71/100 SE

Percentile Scorecard

ARXEBAYSE

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisARXEBAYSE
Valuation 2 #117 of 119 37 #105 of 167 78 #37 of 167
Growth 10 #103 of 114 50 #77 of 153 68 #49 of 153
Profitability 4 #106 of 110 87 #21 of 153 68 #50 of 153
Financial Health 30 #77 of 110 38 #112 of 179 70 #55 of 179
Shareholder Returns 22 #83 of 106 40 #57 of 94 –
Overall 13 50 71
  • ARX ranked among 126 companies in Insurance
  • EBAY ranked among 185 companies in Internet Platforms
  • SE ranked among 185 companies in Internet Platforms

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodARXEBAYSESPY
1 month +0.3%+9.2%-24.9% -0.2%
3 months +34.9%+0.3%-30.4% +3.9%
6 months +47.8%+17.4%-12.9% +8.2%
Year to date +21.2%+35.3%-41.4% +12.9%
1 year +56.0%+20.2%-53.3% +12.3%
3 years —+210.2%+87.0% +87.4%
3 years, per year —+45.9%+23.2% +23.3%
5 years —+62.7%-78.8% +67.9%
5 years, per year —+10.2%-26.7% +10.9%
10 years —+309.0%— +261.1%
10 years, per year —+15.1%— +13.7%

Risk

MeasureARXEBAYSESPY
Volatility, 1Y 67.4%36.7%52.2% 12.7%
Downside volatility, 1Y 59.6%43.0%54.9% 12.7%
Beta vs S&P 500, 1Y 0.050.691.28 1.00
Return / volatility, 1Y 0.830.55-1.02 0.97
Max drawdown, 5Y -68.9%-52.0%-90.3% -25.4%
From 52-week high -0.4%-4.1%-53.3% -1.2%
52-week high $19.89$122.91$160.10 $779.14
52-week low $9.36$79.41$74.01 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleARXEBAYSE
P/E now vs peer median -3.2xmedian 10.5x 23.6xmedian 17.3x 26.4xmedian 17.3x
P/S now vs peer median 3.7xmedian 1.4x 4.4xmedian 1.4x 1.7xmedian 1.4x
EV/EBITDA now vs peer median -1.9xmedian 7.6x 19.0xmedian 14.2x —median 14.2x
P/FCF now vs peer median 93.8xmedian 8.5x 20.9xmedian 11.5x 8.8xmedian 11.5x
P/B now vs peer median 5.8xmedian 1.5x 11.2xmedian 1.8x —median 1.8x
PEG now vs peer median —median 0.53 0.94median 0.40 0.36median 0.40

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsARXEBAYSE
Revenue $1.15B $12.01B $26.55B
Gross profit $885.00M $8.70B $12.29B
Operating income -$1.53B $2.46B $2.28B
Net income -$1.28B $2.22B $3.91B
Free cash flow $45.80M $2.51B $5.22B
R&D – $1.79B $1.17B
EPS (diluted) $-6.22 $4.88 $2.64
Cash & equivalents $1.66B $2.31B $3.53B
Total debt $120.10M $6.74B $2.37B
Shares (diluted) 219.69M 455.00M 638.23M
Enterprise value -$2.34B $38.97B $5.62B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricARXEBAYSE
P/E -3.2x 23.6x 26.4x
P/FCF 93.8x 20.9x 8.8x
P/Operating cash flow 93.8x 16.8x 8.8x
P/S 3.7x 4.4x 1.7x
P/B 5.8x 11.2x –
P/Tangible book 5.8x 11.2x –
EV/EBITDA -1.9x 19.0x –
EV/EBIT -1.8x 22.7x 16.2x
EV/Revenue 2.4x 4.7x 1.4x
EV/FCF 60.3x 22.3x 7.1x
EV/Operating cash flow 60.3x 17.9x 7.1x
PEG (3Y EPS CAGR) – 0.94 0.36

Growth

14 metrics
MetricARXEBAYSE
Revenue growth (1Y) 54.6% 14.7% 43.5%
Revenue CAGR (3Y) – 6.5% 27.7%
Gross profit growth (1Y) 61.0% 14.9% 41.1%
Gross profit CAGR (3Y) – 6.6% -83.4%
Operating income growth (1Y) -1,080% 10.6% 57.3%
Operating income CAGR (3Y) – 3.7% 26.1%
Net income growth (1Y) -2,833% 2.1% -97.5%
Net income CAGR (3Y) – 18.3% 26.3%
EPS growth (1Y) -2,986% 5.5% 31.1%
EPS CAGR (3Y) – 25.1% 73.7%
Operating cash flow growth (1Y) -94.5% 68.5% 14.3%
Operating cash flow CAGR (3Y) – 2.8% 56.7%
Free cash flow growth (1Y) -94.5% 77.8% 14.3%
Free cash flow CAGR (3Y) – 1.9% 56.7%

Profitability

14 metrics
MetricARXEBAYSE
Gross margin 77.2% 72.5% 46.3%
EBITDA margin -130.1% 24.4% –
Operating margin -133.6% 20.5% 8.6%
Pretax margin -110.8% 20.6% 11.6%
Net margin -119.3% 18.5% 6.3%
FCF margin 4.0% 20.9% 19.6%
Operating cash flow margin 4.0% 25.9% 19.6%
Return on equity -176.3% 49.0% –
Return on assets -14.7% 12.4% 12.5%
Return on invested capital -179.7% 19.3% –
Return on capital employed – 20.5% 15.0%
Asset turnover 0.1x 0.7x 0.8x
Cash conversion (OCF / net income) 0.0x 1.4x 1.3x
Stock comp / revenue 7.8% 5.4% –

Financial Health

11 metrics
MetricARXEBAYSE
Debt / assets 1.3% 37.6% 1.0%
Debt / equity 0.2x 1.4x –
Net debt / EBITDA 1.0x 1.2x –
Debt / FCF 2.6x 2.7x 0.1x
Liabilities / assets 91.7% 74.0% 59.2%
Equity / assets 8.3% 26.0% –
Interest coverage -143.1x 9.9x 123.4x
Current ratio – 1.0x 1.5x
Quick ratio – 0.9x 0.6x
Cash ratio – 0.6x 0.6x
Altman Z-score – 6.63 –

Shareholder Returns

7 metrics
MetricARXEBAYSE
Dividend yield – 1.0% –
Net buyback yield 1.9% 3.7% –
Shareholder yield 1.9% 4.8% –
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusARXEBAYSE
Forward P/E 23.0xFY2026 20.6xFY2026 19.7xFY2026
EPS, next fiscal year $0.86FY2026 $5.73FY2026 $3.79FY2026
EPS growth, next FY -8.5%FY2026 +3.8%FY2026 +8.3%FY2026
EPS growth, the year after +11.6% +14.1% +14.2%
Revenue, next fiscal year $1.18BFY2026 $11.92BFY2026 $30.91BFY2026
Revenue growth, next FY +28.8%FY2026 +7.4%FY2026 +34.7%FY2026
Revenue growth, the year after +9.6% +7.6% +21.1%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersARXEBAYSE
Held by institutions 54.5% 92.4% 63.6%
Institutions holding 118 1,293 773
Change in shares held, QoQ +16.0% +0.3% +0.6%
Institutions buying 80 616 436
Institutions selling 27 485 223
Buyers to sellers 2.96 1.27 1.96

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

ARXEBAYSE
ARX 1.00 0.12 -0.01
EBAY 0.12 1.00 0.13
SE -0.01 0.13 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ARX, EBAY and SE?

Ebay (EBAY) is the largest by market capitalisation: Accelerant Holdings (ARX) $4.30B, Ebay (EBAY) $52.43B, Sea (SE) $45.74B.

Which stock is cheaper, ARX, EBAY and SE?

Ebay (EBAY) trades on the lowest price-to-earnings ratio (Accelerant Holdings (ARX) -3.2x, Ebay (EBAY) 23.6x, Sea (SE) 26.4x). On next year's consensus earnings, Sea (SE) is cheapest (Accelerant Holdings (ARX) 23.0x, Ebay (EBAY) 20.6x, Sea (SE) 19.7x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Accelerant Holdings (ARX) grew revenue fastest over the trailing twelve months: Accelerant Holdings (ARX) +54.6%, Ebay (EBAY) +14.7%, Sea (SE) +43.5%.

Which company is more profitable?

Ebay (EBAY) has the highest net margin (Accelerant Holdings (ARX) -119.3%, Ebay (EBAY) 18.5%, Sea (SE) 6.3%). On return on invested capital, Ebay (EBAY) leads (Accelerant Holdings (ARX) -179.7%, Ebay (EBAY) 19.3%).

Which stock has performed better?

Over the past year Accelerant Holdings (ARX) returned the most: Accelerant Holdings (ARX) +56.0%, Ebay (EBAY) +20.2%, Sea (SE) -53.3%. Over five years, Ebay (EBAY) compounded fastest (Ebay (EBAY) +10.2%/yr, Sea (SE) -26.7%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Ebay (EBAY) 1.04%. Accelerant Holdings (ARX) and Sea (SE) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Ebay (EBAY) has been the steadiest (Accelerant Holdings (ARX) 67.4%, Ebay (EBAY) 36.7%, Sea (SE) 52.2%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ARX, EBAY and SE?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Ebay (EBAY) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.