Coinbase vs Sea

Coinbase and Sea are featured on this page to help you compare their business models, financial performance, and market context. The analysis focuses on core offerings, revenue drivers, and strategic positions within their industries, presented in a clear, neutral way for readers seeking factual context. Educational content, not financial advice.

Coinbase and Sea are featured on this page to help you compare their business models, financial performance, and market context. The analysis focuses on core offerings, revenue drivers, and strategic ...

Comparison Snapshot

Key Financial Metrics

COIN

Metric

SE

$57.57B

Market Cap

$74.55B

72.91%

Potential Profit

50.81%

Buy

Analyst Rating

Buy

Why It's Moving

Coinbase CEO Charts Bold 2026 Roadmap as COIN Tests Key Support Amid Crypto Momentum

Armstrong pushes 24/7 tokenized stocks on blockchain for instant settlement and lower costs, outsourcing listings to DEXs for millions of tokens.
Coinbase Institutional highlights perpetual futures, prediction markets, and stablecoin payments as 2026 forces, with stablecoins eyed to hit $1.2T by 2028.
COIN up 3.32% after hitting oversold $218 support, signaling potential rebound amid broader crypto equities drawing institutional attention.

Sentiment:

🐃Bullish

Sea Limited Stock Surges on $1 Billion Buyback Announcement Signaling Strong Confidence.

Board authorized up to $1 billion in repurchases of American depositary shares via open market or other methods, based on market conditions.
Phillip Securities upgraded Sea from Neutral to Buy with $170 target, citing improved FY25/26 revenue growth in all segments despite higher marketing spend.
Buyback reflects optimism in core businesses amid positive analyst revisions and upcoming earnings expectations of 46.77% EPS growth.

Sentiment:

🐃Bullish

Coinbase CEO Charts Bold 2026 Roadmap as COIN Tests Key Support Amid Crypto Momentum

Armstrong pushes 24/7 tokenized stocks on blockchain for instant settlement and lower costs, outsourcing listings to DEXs for millions of tokens.
Coinbase Institutional highlights perpetual futures, prediction markets, and stablecoin payments as 2026 forces, with stablecoins eyed to hit $1.2T by 2028.
COIN up 3.32% after hitting oversold $218 support, signaling potential rebound amid broader crypto equities drawing institutional attention.

Sentiment:

🐃Bullish

Sea Limited Stock Surges on $1 Billion Buyback Announcement Signaling Strong Confidence.

Board authorized up to $1 billion in repurchases of American depositary shares via open market or other methods, based on market conditions.
Phillip Securities upgraded Sea from Neutral to Buy with $170 target, citing improved FY25/26 revenue growth in all segments despite higher marketing spend.
Buyback reflects optimism in core businesses amid positive analyst revisions and upcoming earnings expectations of 46.77% EPS growth.

Sentiment:

🐃Bullish

Investment Analysis

Coinbase

COIN

Pros

Coinbase has experienced a strong stock rally in 2025, benefiting from a booming cryptocurrency market and increased crypto adoption.
The company reported a 54.5% year-over-year revenue growth in Q3 2025, demonstrating solid financial performance.
Coinbase holds a strong market position with approximately $8.68 billion in cash and equivalents and growing crypto assets under investment.

Considerations

Coinbase’s financial results are highly volatile and closely tied to unpredictable cryptocurrency price swings.
Recent earnings per share have fallen short of estimates, raising concerns about profitability consistency.
The company faces regulatory risks, including recent hefty fines related to anti-money laundering compliance.

Sea

SE

Pros

Sea Limited operates three leading segments—digital entertainment, e-commerce, and digital financial services—across high-growth Southeast Asian and Latin American markets.
Shopee is the largest e-commerce platform in Southeast Asia and Taiwan, providing a strong competitive advantage.
SeaMoney’s expanding digital financial services portfolio, including credit and payment processing, supports growth in underpenetrated markets.

Considerations

Sea Limited operates in highly competitive markets, facing significant challenges from regional and global tech rivals.
The company’s profitability is sensitive to regulatory changes and economic conditions in emerging markets.
Execution risks exist due to the complexity of managing diverse business segments in different international regions.

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