Added to YB: 2025-08-15
Pitch date: 2025-08-13
SE [bullish]
Sea Limited
-28.15%
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
$174.00
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: Unleashing the 'Holy Grail' of Growth Investing
SE (earnings update - added to position): E-commerce GMV +28% to $29.8B, 3.3B orders (+29%). Take rate up to 11.1%. DFS loan book +90% to $6.9B, 30M users (+45%), NPL 1.0%. Gaming users +3% to 665M, paying ratio 9.3%. Revenue +38% to $5.26B. Op income $488M (9% margin). Added to position despite 20% post-earnings pop.
Read full article (8 min)