SE vs ARX vs EBAY Stock Comparison

Sea, Accelerant Holdings and Ebay Prices as of Oct 29, 2026 Peers: Industry group
1 more company in this comparison (PDD) Create a free account to keep reading and compare up to 10 companies.
SE Sea Ltd
$76.56 -22.4% 1M -50.9% 1Y
Market cap
$46.84B
P/E
27.1x
Revenue (TTM)
$26.55B
Div. yield
–
Digital Marketplaces Technology
2 wins
ARX Accelerant Holdings
$19.82 +0.4% 1M +68.8% 1Y
Market cap
$4.30B
P/E
–
Revenue (TTM)
$1.15B
Div. yield
–
Property and Casualty Insurance Financial Services
3 wins
EBAY Ebay Inc
$121.19 +15.2% 1M +21.8% 1Y
Market cap
$53.32B
P/E
25.6x
Revenue (TTM)
$12.39B
Div. yield
1.01%
Digital Marketplaces Technology
6 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.

QuestionSEARXEBAYLeader
Larger companyMarket capitalisation $46.84B $4.30B $53.32B EBAY
Cheaper on earningsLower P/E, profitable companies only 27.1x -3.2x 25.6x EBAY
Cheaper on forward earningsLower price / next fiscal year consensus EPS 20.2x 23.0x 21.2x SE
Faster revenue growthRevenue growth, trailing twelve months +43.5% +54.6% +15.7% ARX
More profitableNet margin, trailing twelve months 6.3% -119.3% 16.9% EBAY
Better return on capitalReturn on invested capital — -179.7% 18.6% EBAY
Less leveragedLower net debt / EBITDA — 1.0x 1.6x ARX
Higher dividend yieldTrailing dividend yield — — 1.01% –
Better 1-year returnPrice return, last 12 months -50.9% +68.8% +21.8% ARX
Better 5-year returnAnnualised price return, 5 years -26.0%/yr — +9.6%/yr EBAY
Less volatileAnnualised volatility, 1 year 52.2% 67.1% 36.8% EBAY
Higher overall scoreMean of the five percentile scores vs peers 71/100 14/100 49/100 SE

Percentile Scorecard

SEARXEBAY

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

AxisSEARXEBAY
Valuation 77 #39 of 166 2 #117 of 119 38 #104 of 166
Growth 68 #49 of 153 11 #102 of 114 46 #83 of 153
Profitability 69 #48 of 153 4 #102 of 106 89 #18 of 153
Financial Health 69 #56 of 179 29 #74 of 104 32 #123 of 179
Shareholder Returns – 27 #77 of 105 40 #55 of 91
Overall 71 14 49
  • SE ranked among 185 companies in Internet Platforms
  • ARX ranked among 126 companies in Insurance
  • EBAY ranked among 185 companies in Internet Platforms

Price Performance

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

Returns

PeriodSEARXEBAYSPY
1 month -22.4%+0.4%+15.2% +0.7%
3 months -27.9%+76.8%+6.8% +3.7%
6 months -9.8%+52.3%+17.1% +7.1%
Year to date -40.0%+21.2%+39.1% +12.8%
1 year -50.9%+68.8%+21.8% +11.9%
3 years +84.7%—+213.6% +85.2%
3 years, per year +22.7%—+46.4% +22.8%
5 years -77.7%—+58.0% +67.6%
5 years, per year -26.0%—+9.6% +10.9%
10 years ——+323.7% +262.0%
10 years, per year ——+15.5% +13.7%

Risk

MeasureSEARXEBAYSPY
Volatility, 1Y 52.2%67.1%36.8% 12.7%
Downside volatility, 1Y 55.2%59.5%43.2% 12.6%
Beta vs S&P 500, 1Y 1.270.050.68 1.00
Return / volatility, 1Y -0.971.030.59 0.94
Max drawdown, 5Y -90.3%-68.9%-51.8% -25.4%
From 52-week high -51.5%-0.4%-1.4% -1.2%
52-week high $157.76$19.89$122.91 $779.14
52-week low $74.01$9.36$79.41 $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.

MultipleSEARXEBAY
P/E now vs peer median 27.1xmedian 16.7x -3.2xmedian 10.7x 25.6xmedian 16.7x
P/S now vs peer median 1.8xmedian 1.4x 3.8xmedian 1.4x 4.3xmedian 1.4x
EV/EBITDA now vs peer median —median 12.7x -1.9xmedian 7.5x 19.2xmedian 12.7x
P/FCF now vs peer median 9.0xmedian 10.5x 93.9xmedian 8.5x 21.8xmedian 10.5x
P/B now vs peer median —median 1.7x 5.8xmedian 1.5x 12.1xmedian 1.7x
PEG now vs peer median 0.37median 0.39 —median 0.60 -8.09median 0.39

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 monthsSEARXEBAY
Revenue $26.55B $1.15B $12.39B
Gross profit $12.29B $885.00M $8.95B
Operating income $2.28B -$1.53B $2.52B
Net income $3.91B -$1.28B $2.10B
Free cash flow $5.22B $45.80M $2.45B
R&D $1.17B – $1.79B
EPS (diluted) $2.64 $-6.22 $4.63
Cash & equivalents $3.53B $1.66B $1.17B
Total debt $2.37B $120.10M $6.73B
Shares (diluted) 638.23M 219.69M 453.00M
Enterprise value $6.73B -$2.34B $41.26B

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
MetricSEARXEBAY
P/E 27.1x -3.2x 25.6x
P/FCF 9.0x 93.9x 21.8x
P/Operating cash flow 9.0x 93.9x 17.3x
P/S 1.8x 3.8x 4.3x
P/B – 5.8x 12.1x
P/Tangible book – 5.8x 12.1x
EV/EBITDA – -1.9x 19.2x
EV/EBIT 16.7x -1.8x 23.1x
EV/Revenue 1.4x 2.4x 4.7x
EV/FCF 7.3x 60.3x 23.7x
EV/Operating cash flow 7.3x 60.3x 18.8x
PEG (3Y EPS CAGR) 0.37 – -8.09

Growth

14 metrics
MetricSEARXEBAY
Revenue growth (1Y) 43.5% 54.6% 15.7%
Revenue CAGR (3Y) 27.7% – 7.2%
Gross profit growth (1Y) 41.1% 61.0% 15.3%
Gross profit CAGR (3Y) -83.4% – 7.2%
Operating income growth (1Y) 57.3% -1,080% 14.3%
Operating income CAGR (3Y) 26.1% – 6.3%
Net income growth (1Y) -97.5% -2,833% -3.3%
Net income CAGR (3Y) 26.3% – -8.2%
EPS growth (1Y) 31.1% -2,986% -0.3%
EPS CAGR (3Y) 73.7% – -3.2%
Operating cash flow growth (1Y) 14.3% -94.5% 55.0%
Operating cash flow CAGR (3Y) 56.7% – 1.0%
Free cash flow growth (1Y) 14.3% -94.5% 56.5%
Free cash flow CAGR (3Y) 56.7% – -0.8%

Profitability

14 metrics
MetricSEARXEBAY
Gross margin 46.3% 77.2% 72.2%
EBITDA margin – -130.1% 24.4%
Operating margin 8.6% -133.6% 20.3%
Pretax margin 11.6% -110.8% 20.4%
Net margin 6.3% -119.3% 16.9%
FCF margin 19.6% 4.0% 19.8%
Operating cash flow margin 19.6% 4.0% 24.9%
Return on equity – -176.3% 46.2%
Return on assets 12.5% -14.7% 11.7%
Return on invested capital – -179.7% 18.6%
Return on capital employed 15.0% – 21.3%
Asset turnover 0.8x 0.1x 0.7x
Cash conversion (OCF / net income) 1.3x 0.0x 1.5x
Stock comp / revenue – 7.8% 5.4%

Financial Health

11 metrics
MetricSEARXEBAY
Debt / assets 1.0% 1.3% 37.4%
Debt / equity – 0.2x 1.5x
Net debt / EBITDA – 1.0x 1.6x
Debt / FCF 0.1x 2.6x 2.7x
Liabilities / assets 59.2% 91.7% 75.5%
Equity / assets – 8.3% 24.5%
Interest coverage 123.4x -143.1x 10.0x
Current ratio 1.5x – 0.8x
Quick ratio 0.6x – 0.6x
Cash ratio 0.6x – 0.3x
Altman Z-score – – 6.56

Shareholder Returns

7 metrics
MetricSEARXEBAY
Dividend yield – – 1.0%
Net buyback yield – 1.9% 3.8%
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.

ConsensusSEARXEBAY
Forward P/E 20.2xFY2026 23.0xFY2026 21.2xFY2026
EPS, next fiscal year $3.79FY2026 $0.86FY2026 $5.73FY2026
EPS growth, next FY +8.3%FY2026 -8.5%FY2026 +3.8%FY2026
EPS growth, the year after +14.2% +11.6% +14.1%
Revenue, next fiscal year $30.91BFY2026 $1.18BFY2026 $11.92BFY2026
Revenue growth, next FY +34.7%FY2026 +28.8%FY2026 +7.4%FY2026
Revenue growth, the year after +21.1% +9.6% +7.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersSEARXEBAY
Held by institutions 63.6% 54.5% 92.4%
Institutions holding 774 118 1,295
Change in shares held, QoQ +0.6% +16.0% +0.3%
Institutions buying 437 80 618
Institutions selling 223 27 485
Buyers to sellers 1.96 2.96 1.27

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.

SEARXEBAY
SE 1.00 -0.01 0.15
ARX -0.01 1.00 0.11
EBAY 0.15 0.11 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, SE, ARX and EBAY?

Ebay (EBAY) is the largest by market capitalisation: Sea (SE) $46.84B, Accelerant Holdings (ARX) $4.30B, Ebay (EBAY) $53.32B.

Which stock is cheaper, SE, ARX and EBAY?

Ebay (EBAY) trades on the lowest price-to-earnings ratio (Sea (SE) 27.1x, Accelerant Holdings (ARX) -3.2x, Ebay (EBAY) 25.6x). On next year's consensus earnings, Sea (SE) is cheapest (Sea (SE) 20.2x, Accelerant Holdings (ARX) 23.0x, Ebay (EBAY) 21.2x). 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: Sea (SE) +43.5%, Accelerant Holdings (ARX) +54.6%, Ebay (EBAY) +15.7%.

Which company is more profitable?

Ebay (EBAY) has the highest net margin (Sea (SE) 6.3%, Accelerant Holdings (ARX) -119.3%, Ebay (EBAY) 16.9%). On return on invested capital, Ebay (EBAY) leads (Accelerant Holdings (ARX) -179.7%, Ebay (EBAY) 18.6%).

Which stock has performed better?

Over the past year Accelerant Holdings (ARX) returned the most: Sea (SE) -50.9%, Accelerant Holdings (ARX) +68.8%, Ebay (EBAY) +21.8%. Over five years, Ebay (EBAY) compounded fastest (Sea (SE) -26.0%/yr, Ebay (EBAY) +9.6%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Ebay (EBAY) 1.01%. Sea (SE) and Accelerant Holdings (ARX) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Ebay (EBAY) has been the steadiest (Sea (SE) 52.2%, Accelerant Holdings (ARX) 67.1%, Ebay (EBAY) 36.8%). Volatility measures how widely the price swings, not the risk of the business.

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

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.