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Added to YB: 2025-05-15

Pitch date: 2025-05-13

SE [neutral]

Sea Limited

-23.49%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

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

$158.88

Price Target

N/A

Dividend

N/A

EV/EBITDA

36.58

P/E

62.01

EV/Sales

3.74

Sector

Broadline Retail

Category

growth

Show full summary:
Sea Limited Q1 2025 Earnings Analysis

SE (earnings update): Q1 revenue $4.84B (+30% YoY) missed est. by 1.7%, but adj. EBITDA $947M (2x YoY). All segments profitable; Shopee GMV +22% to $28.6B, Monee loan book +75% YoY to $5.8B, Garena bookings +51%. Key risks: FX volatility, Brazil TikTok Shop competition, 11.2% share dilution.

Read full article (7 min)