Added to YB: 2025-08-15
Pitch date: 2025-08-13
SE [neutral]
Sea Limited
-30.14%
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
$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
Sea's 2Q25 Earnings: Fortress and the Illogic of a Siloed View
SE (earnings update): Ecosystem Fortress confirmed - Shopee×Monee×Garena integration creates multiplicative value, not additive. Monee loan book +94% YoY to $6.9B with 1.0% NPL, leveraging Shopee data. Q2 earnings +418% to $414.2M, revenue +38.2% to $5.3B. Strategic margin dip funds market consolidation competitors can't match. Garena growth exceeds 30%.
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