Added to YB: 2025-07-11
Pitch date: 2025-05-31
SE [bullish]
Sea Limited
-22.27%
current return
Author Info
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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
$160.84
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:
Lakehouse Capital Global Growth Fund Portfolio Holding: Sea Limited
SE: Q1 revenue +30% to $4.8B, adj EBITDA +136% to $947M. Shopee GMV +22% to $28.6B with take rate +60bps to 12.3%, extending market leadership across Asia/Brazil. Monee loan book +77% to $5.8B with active borrowers +50% to 28M. Strong operating leverage driving profitability growth.
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