Added to YB: 2025-05-30
Pitch date: 2025-03-31
SE [neutral]
Sea Limited
-3.27%
current return
Author Info
No bio for this author
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
$129.25
Price Target
N/A
Dividend
N/A
EV/EBITDA
36.58
P/E
62.01
EV/Sales
3.74
Sector
Broadline Retail
Category
growth
Sands Capital Technology Innovators Fund Portfolio Holding: Sea Limited
SE (holding update): Sea Limited reported 5th consecutive beat-and-raise Q. Shopee growing GMV 24% YoY w/ positive EBITDA margins. 2025 guidance shows inflection w/ ~$1B EBITDA from each segment (ecommerce, fintech, gaming). Expect EBITDA to triple by 2029. Improved investor comms reducing volatility. Entering earnings acceleration phase.
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