Added to YB: 2024-08-16
Pitch date: 2024-08-15
SE [bullish]
Sea Limited
+57.26%
current return
Author Info
Sleep Well Investments shares deep dives into time-tested businesses with high reinvestment potential. Get their premium stock pitches for 20% off.
Company Info
Sea Limited, through its subsidiaries, operates as a consumer internet company in Southeast Asia, Latin America, the rest of Asia, and internationally.
Market Cap
$84.3B
Pitch Price
$79.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
36.58
P/E
62.01
EV/Sales
3.74
Sector
Broadline Retail
Category
growth
Sea Limited (SE) - Building an Evergreen Franchise
SE: 20%+ growth in all segments. $1.9B FCF (Garena $1.2B, SeaMoney $660M). Shopee profitable Q3'24, 50% SEA mkt share, 12% take rate. Garena: 100M DAU, 648M MAU. SeaMoney: 40% loan growth, 58% user growth. $9B cash. Brazil profitable. Ads upside. SPX logistics improving. 21x EV/FCF. Durable 20% growth potential.
Read full article (8 min)