Sea vs Cadence
Sea and Cadence are presented for comparison. This page examines their business models, financial performance, and market context to help readers understand the differences and similarities between the two companies in a clear, neutral way. Educational content, not financial advice.
Sea and Cadence are presented for comparison. This page examines their business models, financial performance, and market context to help readers understand the differences and similarities between th...
Why It's Moving
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.
Cadence Design Systems powers ahead with record backlog and raised 2025 outlook after stellar Q3 results.
- Q3 billings hit $1.36 billion with 21.8% average YoY growth over recent quarters, highlighting robust customer demand and enhanced liquidity for expansion.
- Earnings crushed estimates at $1.93 per share on $1.34 billion revenue, up 10.1% YoY, with a swift 7.7-month customer acquisition cost payback showcasing product strength.
- Needham analyst upheld Buy rating with $390 target, while stock climbed 2.3% to $337 amid positive analyst updates and market alignment.
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.
Cadence Design Systems powers ahead with record backlog and raised 2025 outlook after stellar Q3 results.
- Q3 billings hit $1.36 billion with 21.8% average YoY growth over recent quarters, highlighting robust customer demand and enhanced liquidity for expansion.
- Earnings crushed estimates at $1.93 per share on $1.34 billion revenue, up 10.1% YoY, with a swift 7.7-month customer acquisition cost payback showcasing product strength.
- Needham analyst upheld Buy rating with $390 target, while stock climbed 2.3% to $337 amid positive analyst updates and market alignment.
Which Baskets Do They Appear In?
Supply Chain Shift: The Southeast Asia Advantage
Chinese exporters accelerated shipments to the U.S. ahead of potential tariffs, strategically rerouting goods through Southeast Asia. This shift creates an investment opportunity in the logistics and manufacturing firms in these intermediary countries that are facilitating this new trade flow.
Published: August 7, 2025
Explore BasketWeaponized Convenience
These companies have revolutionized our expectations by making convenience a necessity, not a luxury. Our analysts have selected high-performing businesses that create such frictionless experiences, consumers now can't imagine life without them.
Published: June 17, 2025
Explore BasketNetwork Effect Titans
These powerful companies grow stronger with every new user, creating a self-reinforcing cycle of value. Carefully selected by our investment experts, these businesses have built formidable competitive advantages through their expanding networks in our increasingly connected world.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Supply Chain Shift: The Southeast Asia Advantage
Chinese exporters accelerated shipments to the U.S. ahead of potential tariffs, strategically rerouting goods through Southeast Asia. This shift creates an investment opportunity in the logistics and manufacturing firms in these intermediary countries that are facilitating this new trade flow.
Published: August 7, 2025
Explore BasketWeaponized Convenience
These companies have revolutionized our expectations by making convenience a necessity, not a luxury. Our analysts have selected high-performing businesses that create such frictionless experiences, consumers now can't imagine life without them.
Published: June 17, 2025
Explore BasketNetwork Effect Titans
These powerful companies grow stronger with every new user, creating a self-reinforcing cycle of value. Carefully selected by our investment experts, these businesses have built formidable competitive advantages through their expanding networks in our increasingly connected world.
Published: June 17, 2025
Explore BasketGaming
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 BasketInvestment Analysis
Sea
SE
Pros
- Sea Limited operates leading e-commerce and digital entertainment platforms with strong regional dominance in Southeast Asia.
- The company has demonstrated robust revenue growth, with a 28.75% year-on-year increase in 2024.
- Analysts maintain a positive outlook, with an average 12-month price target suggesting significant upside potential.
Considerations
- Recent earnings per share missed analyst expectations, raising concerns about near-term profitability.
- The stock trades at a high price-to-earnings ratio, indicating potential overvaluation relative to earnings.
- Net profit margins remain under pressure, with a margin of 6.23% despite strong revenue growth.
Cadence
CDNS
Pros
- Cadence Design Systems is a leader in electronic design automation software, serving a critical niche in the semiconductor industry.
- The company has a solid market capitalisation and strong demand for its products amid ongoing semiconductor innovation.
- Cadence benefits from recurring revenue streams and a diversified customer base across global technology sectors.
Considerations
- The stock carries a high price-to-earnings multiple, reflecting elevated valuation risks in a volatile sector.
- Revenue growth can be cyclical, closely tied to semiconductor industry capital expenditure trends.
- Intense competition from other EDA software providers may constrain pricing power and market share gains.
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