Sea (SE) vs Wayfair (W)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 10, 2026.
Summary
Wayfair (W) has outperformed Sea (SE) over the past year, gaining 34.1% versus a loss of 49.3%. Over five years, W leads with a -55.9% price change compared with -73.1% for SE. Sea is the larger company by market cap ($58.34 billion vs $14.48 billion), about 4.0 times the size.
On valuation, Sea trades at a lower forward P/E (18.3x vs 27.3x for Wayfair). Sea converts more of its revenue into profit, with a net margin of 6.9% versus -2.5%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | SE | W |
|---|---|---|
| Share price | $95.25 | $105.74 |
| Market cap | $58.34B | $14.48B |
| 1-day change | +2.54% | +0.58% |
| YTD return | -25.34% | +5.31% |
| 1-year return | -49.34% | +34.07% |
| 5-year return | -73.13% | -55.90% |
| P/E ratio (TTM) | 36.78 | — |
| Forward P/E | 18.29 | 27.26 |
| EPS (TTM) | $2.59 | $-2.48 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $22.94B | $12.46B |
| Revenue growth (YoY) | +36.38% | +5.11% |
| Net income (latest FY) | $1.58B | $-313.00M |
| Gross margin | 44.66% | 30.22% |
| Operating margin | 8.65% | 0.14% |
| Net margin | 6.88% | -2.51% |
| 52-week high | $184.96 | $119.98 |
| 52-week low | $77.05 | $55.60 |
| Distance from 52-week high | -48.50% | -11.87% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +62.66% | +17.00% |
| Average volume | 4.34M | 2.84M |
| Shares outstanding | 566.96M | 115.99M |
| Employees | 102,700 | 11,800 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | Other Consumer Services | Catalog/Specialty Distribution |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Sea is about 4.0 times larger than Wayfair by market value ($58.34B vs $14.48B).
- W has outperformed SE by 83.4 percentage points over the past year.
- Sea is more profitable, keeping 6.9 cents of every revenue dollar as net income versus -2.5 cents for Wayfair.
- Sea grew revenue faster in its latest fiscal year (+36.38% vs +5.11%).
About Sea
SE stock →Sea Limited, through its subsidiaries, operates as a technology company in Southeast Asia, Latin America, the rest of Asia, and internationally. The company operates through E-commerce, Digital Financial Services, and Digital Entertainment segments.
Consumer Discretionary · Other Consumer Services · 102,700 employees
About Wayfair
W stock →Wayfair Inc. engages in the e-commerce business in the United States and internationally.
Consumer Discretionary · Catalog/Specialty Distribution · 11,800 employees
SE vs W FAQ
Which is bigger, Sea or Wayfair?
Sea (SE) is larger, with a market capitalization of $58.34B compared with $14.48B for Wayfair (W).
Which stock has performed better over the past year, SE or W?
W returned +34.07% over the past 12 months, compared with -49.34% for SE (price return, excluding dividends). Past performance does not predict future results.
Are Sea and Wayfair in the same industry?
Both are in the Consumer Discretionary sector, but in different industries: Other Consumer Services for Sea and Catalog/Specialty Distribution for Wayfair.