Comparison

AMAZON COM INC (AMZN) vs Sea Ltd (SE)

The same filed metrics for both companies, side by side.

What each names as a risk in its own annual report, how each is priced against its own history, and the tracked managers whose latest 13F reports a position in both.

Financials

AMZN

AMAZON COM INC

Internet Retail

Revenue, FY25: $717B
Net income: $77.67B
Operating cash flow: $140B
Free cash flow: $7.7B
Net margin: 10.83%
Operating margin: 11.16%
Gross margin: 50.29%

Sea Ltd

Internet Retail

Revenue, FY25: $22.94B
Net income: $1.58B
Operating cash flow: $5.02B
Free cash flow: $4.51B
Net margin: 6.88%
Operating margin: 8.65%
Gross margin: 44.66%

Head-to-head

Filed growth, quality and valuation, read against each company’s own history rather than against the other side.

Metric	AMZN	SE
Revenue growth, latest filed year	+12.38%	+36.38%
Piotroski F-score	6 of 9	7 of 8
P/E against its own history	60.26% below	-

What each says it is exposed to

From Item 1A of each company’s most recent 10-K.

AMZN

AI and its regulation
China
Climate
Tariffs
Cybersecurity
Key people

And 13 more.

No 10-K read yet.

Tracked managers holding both

Chase Coleman Tiger Global 9.62% · 5.02%
Baillie Gifford Baillie Gifford & Co 5.82% · 3.34%
Stanley Druckenmiller Duquesne Family Office 2.96% · 2.42%
Andreas Halvorsen Viking Global 2.51% · 1.55%
Dodge & Cox Dodge & Cox 2.08% · 0.00%

Updated Sep 14, 2026 · the newer of the two companies' filings