Dell Technologies vs Sea

This page compares Dell Technologies Inc and Sea Limited, outlining business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.

About The Companies

Dell Technologies (DELL)

Dell Technologies (DELL) is a global provider of personal computers, enterprise servers, storage, networking and IT services. With a market capitalisation of about $100.15 billion, Dell serves both consumer and corporate customers through hardware, software and services that support on-premises, cloud and hybrid IT environments. Investors should know Dell’s business mixes steady PC demand with enterprise infrastructure and services, offering diversification but also exposure to cyclical spending and intense competition from peers such as HP, Lenovo and HPE. The company’s past acquisitions have increased scale but also leverage, which can affect capital allocation. Potential upside comes from hybrid cloud adoption, edge computing and higher‑margin services, while risks include supply-chain disruption, component costs and shifting enterprise spending. This is general information for learning purposes only — not personalised investment advice. Values can rise and fall and past performance is no guarantee of future returns; consider your own situation or speak to a financial adviser.

Sea (SE)

Sea Limited (NYSE: SE) is a Singapore-headquartered digital-services group operating three main businesses: Garena (digital entertainment and gaming), Shopee (e-commerce) and SeaMoney (digital payments and financial services). With a market capitalisation of approximately $97.45B, Sea offers exposure to rapidly growing internet economies across Southeast Asia, Taiwan and Latin America. Investors should know the company has prioritised user growth and market share, often reinvesting revenue into expansion and technology. That strategy can support scale benefits and higher long-term monetisation, but it has also led to variable profitability at the consolidated level. Key opportunities include rising online commerce, mobile gaming monetisation and fintech adoption; key risks include intense local competition, regulatory changes, macroeconomic and currency sensitivity, and execution challenges in new markets. This summary is educational only and not personalised investment advice — investors should review the latest financials, consider their own goals and risk tolerance, and seek professional advice if needed.

Comparison Snapshot

Key Financial Metrics

DELL

Metric

SE

$86.14B

Market Cap

$74.01B

24.59%

Potential Profit

53.88%

Buy

Analyst Rating

Buy

Why It's Moving

Dell Gears Up for Key AI Conference Spotlight Amid Strong Recent Momentum

Q3 revenue hit a record $27.0 billion, up 11% year-over-year, underscoring sustained growth in servers and AI solutions.
Diluted EPS surged 39% to $2.28, reflecting improved profitability and operational efficiency.
The upcoming fireside chat at the UBS conference highlights Dell's pivotal role in powering AI transformations for enterprises worldwide.

Sentiment:

🐃Bullish

Sea Limited's stock defies Q3 earnings miss with surprise rally on explosive growth and AI bets.

Shopee GMV jumped 28% to $32.2 billion, fueled by YouTube partnerships and Meta collaboration, boosting order volumes over 30% quarter-on-quarter.
SeaMoney loan book expanded 70% to $7.9 billion while Garena bookings soared 51% to $841 million, highlighting strength in fintech and gaming.
Guidance targets over 25% Shopee GMV growth in 2025 with 2-3% EBITDA margins, plus AI integration and Argentina expansion on the horizon.

Sentiment:

🐃Bullish

Dell Gears Up for Key AI Conference Spotlight Amid Strong Recent Momentum

Q3 revenue hit a record $27.0 billion, up 11% year-over-year, underscoring sustained growth in servers and AI solutions.
Diluted EPS surged 39% to $2.28, reflecting improved profitability and operational efficiency.
The upcoming fireside chat at the UBS conference highlights Dell's pivotal role in powering AI transformations for enterprises worldwide.

Sentiment:

🐃Bullish

Sea Limited's stock defies Q3 earnings miss with surprise rally on explosive growth and AI bets.

Shopee GMV jumped 28% to $32.2 billion, fueled by YouTube partnerships and Meta collaboration, boosting order volumes over 30% quarter-on-quarter.
SeaMoney loan book expanded 70% to $7.9 billion while Garena bookings soared 51% to $841 million, highlighting strength in fintech and gaming.
Guidance targets over 25% Shopee GMV growth in 2025 with 2-3% EBITDA margins, plus AI integration and Argentina expansion on the horizon.

Sentiment:

🐃Bullish

Which Baskets Do They Appear In?

Gaming

This carefully curated collection of gaming stocks spans the entire industry, from hardware manufacturers to game developers. Handpicked by professional analysts, these companies represent the technological innovation and creative potential driving this rapidly expanding market.

Published: May 26, 2025

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Which Baskets Do They Appear In?

Gaming

This carefully curated collection of gaming stocks spans the entire industry, from hardware manufacturers to game developers. Handpicked by professional analysts, these companies represent the technological innovation and creative potential driving this rapidly expanding market.

Published: May 26, 2025

Explore Basket

Investment Analysis