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Added to YB: 2025-09-24

Pitch date: 2025-08-31

SE [neutral]

Sea Limited

-31.58%

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

$181.63

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 Global Growth Fund Portfolio Holding: Sea Limited

SE (holding update): Q1 beat expectations w/ 38% revenue growth to $5.3B, 85% EBITDA jump to $829M. E-commerce standout: 34% revenue growth to $3.8B, $228M EBITDA. Mgmt raised FY guidance. Monetization improving via 20% ad adoption rise, 40% avg advertiser spend increase, VIP tier driving higher order values.

Read full article (1 min)