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Side-by-side financial comparison of Sea Ltd (SE) and US Foods Holding Corp. (USFD). Click either name above to swap in a different company.
Sea Ltd is the larger business by last-quarter revenue ($22.9B vs $9.8B, roughly 2.3× US Foods Holding Corp.). Sea Ltd runs the higher net margin — 7.0% vs 1.9%, a 5.1% gap on every dollar of revenue. On growth, Sea Ltd posted the faster year-over-year revenue change (363.4% vs 3.3%). Over the past eight quarters, Sea Ltd's revenue compounded faster (147.8% CAGR vs 4.6%).
Sea Limited is a tech conglomerate headquartered in Singapore. It is listed on the New York Stock Exchange, with revenue of US$16.8 billion (2024). Sea currently functions as a holding company for Garena, Monee and Shopee, the largest e-commerce platform in Southeast Asia.
US Foods Holding Corp. is an American food service distributor. It is the second-largest food service distributor in the U.S., after Sysco. The company supplies 250,000 locations including independent restaurants, chain restaurants, healthcare, hospitality, and educational institutions.
SE vs USFD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $22.9B | $9.8B |
| Net Profit | $1.6B | $184.0M |
| Gross Margin | 44.7% | 17.6% |
| Operating Margin | 8.7% | 3.3% |
| Net Margin | 7.0% | 1.9% |
| Revenue YoY | 363.4% | 3.3% |
| Net Profit YoY | — | 178.8% |
| EPS (diluted) | $2.52 | $0.82 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $22.9B | $9.8B | ||
| Q3 25 | $6.0B | $10.2B | ||
| Q2 25 | $5.3B | $10.1B | ||
| Q1 25 | $4.8B | $9.4B | ||
| Q4 24 | $5.0B | $9.5B | ||
| Q3 24 | $4.3B | $9.7B | ||
| Q2 24 | $3.8B | $9.7B | ||
| Q1 24 | $3.7B | $8.9B |
| Q4 25 | $1.6B | $184.0M | ||
| Q3 25 | $375.0M | $153.0M | ||
| Q2 25 | $414.2M | $224.0M | ||
| Q1 25 | $-7.8M | $115.0M | ||
| Q4 24 | — | $66.0M | ||
| Q3 24 | — | $148.0M | ||
| Q2 24 | — | $198.0M | ||
| Q1 24 | $-23.0M | $82.0M |
| Q4 25 | 44.7% | 17.6% | ||
| Q3 25 | 43.4% | 17.2% | ||
| Q2 25 | 45.8% | 17.6% | ||
| Q1 25 | 46.2% | 17.3% | ||
| Q4 24 | — | 17.6% | ||
| Q3 24 | — | 17.1% | ||
| Q2 24 | — | 17.6% | ||
| Q1 24 | 41.6% | 16.7% |
| Q4 25 | 8.7% | 3.3% | ||
| Q3 25 | 8.0% | 2.8% | ||
| Q2 25 | 9.3% | 3.7% | ||
| Q1 25 | 9.4% | 2.4% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 2.9% | ||
| Q2 24 | — | 3.6% | ||
| Q1 24 | 1.9% | 1.8% |
| Q4 25 | 7.0% | 1.9% | ||
| Q3 25 | 6.3% | 1.5% | ||
| Q2 25 | 7.9% | 2.2% | ||
| Q1 25 | -0.2% | 1.2% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 2.0% | ||
| Q1 24 | -0.6% | 0.9% |
| Q4 25 | $2.52 | $0.82 | ||
| Q3 25 | $0.59 | $0.67 | ||
| Q2 25 | $0.65 | $0.96 | ||
| Q1 25 | $0.65 | $0.49 | ||
| Q4 24 | — | $0.28 | ||
| Q3 24 | — | $0.61 | ||
| Q2 24 | — | $0.80 | ||
| Q1 24 | — | $0.33 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $10.6B | $41.0M |
| Total DebtLower is stronger | — | $5.1B |
| Stockholders' EquityBook value | $12.6B | $4.3B |
| Total Assets | $29.4B | $13.9B |
| Debt / EquityLower = less leverage | — | 1.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $10.6B | $41.0M | ||
| Q3 25 | — | $56.0M | ||
| Q2 25 | — | $61.0M | ||
| Q1 25 | — | $101.0M | ||
| Q4 24 | $8.6B | $59.0M | ||
| Q3 24 | — | $81.0M | ||
| Q2 24 | — | $405.0M | ||
| Q1 24 | — | $267.0M |
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $4.7B | ||
| Q1 25 | — | $4.7B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | — | $4.7B | ||
| Q2 24 | — | $4.6B | ||
| Q1 24 | — | $4.6B |
| Q4 25 | $12.6B | $4.3B | ||
| Q3 25 | — | $4.5B | ||
| Q2 25 | — | $4.6B | ||
| Q1 25 | — | $4.6B | ||
| Q4 24 | $8.4B | $4.5B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | — | $5.0B | ||
| Q1 24 | — | $4.8B |
| Q4 25 | $29.4B | $13.9B | ||
| Q3 25 | — | $14.0B | ||
| Q2 25 | — | $13.8B | ||
| Q1 25 | — | $13.7B | ||
| Q4 24 | $22.6B | $13.4B | ||
| Q3 24 | — | $13.5B | ||
| Q2 24 | — | $13.7B | ||
| Q1 24 | — | $13.4B |
| Q4 25 | — | 1.18× | ||
| Q3 25 | — | 1.08× | ||
| Q2 25 | — | 1.02× | ||
| Q1 25 | — | 1.02× | ||
| Q4 24 | — | 1.06× | ||
| Q3 24 | — | 1.01× | ||
| Q2 24 | — | 0.92× | ||
| Q1 24 | — | 0.95× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $5.0B | $293.0M |
| Free Cash FlowOCF − Capex | — | $159.0M |
| FCF MarginFCF / Revenue | — | 1.6% |
| Capex IntensityCapex / Revenue | — | 1.4% |
| Cash ConversionOCF / Net Profit | 3.12× | 1.59× |
| TTM Free Cash FlowTrailing 4 quarters | — | $959.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $5.0B | $293.0M | ||
| Q3 25 | $3.5B | $351.0M | ||
| Q2 25 | $2.4B | $334.0M | ||
| Q1 25 | $756.9M | $391.0M | ||
| Q4 24 | — | $283.0M | ||
| Q3 24 | — | $270.0M | ||
| Q2 24 | — | $482.0M | ||
| Q1 24 | $468.5M | $139.0M |
| Q4 25 | — | $159.0M | ||
| Q3 25 | — | $236.0M | ||
| Q2 25 | — | $257.0M | ||
| Q1 25 | — | $307.0M | ||
| Q4 24 | — | $178.0M | ||
| Q3 24 | — | $190.0M | ||
| Q2 24 | — | $413.0M | ||
| Q1 24 | — | $52.0M |
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 2.3% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | — | 4.3% | ||
| Q1 24 | — | 0.6% |
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 1.1% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 0.7% | ||
| Q1 24 | — | 1.0% |
| Q4 25 | 3.12× | 1.59× | ||
| Q3 25 | 9.46× | 2.29× | ||
| Q2 25 | 5.73× | 1.49× | ||
| Q1 25 | — | 3.40× | ||
| Q4 24 | — | 4.29× | ||
| Q3 24 | — | 1.82× | ||
| Q2 24 | — | 2.43× | ||
| Q1 24 | — | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SE
Segment breakdown not available.
USFD
| Product One | $3.5B | 36% |
| Product Two | $1.7B | 17% |
| Product Three | $1.7B | 17% |
| Product Four | $985.0M | 10% |
| Product Five | $901.0M | 9% |
| Product Six | $580.0M | 6% |
| Product Seven | $485.0M | 5% |
