Professional
Added to YB: 2025-09-24
Pitch date: 2025-08-31
SE [neutral]
Sea Limited
-54.69%
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
$46.7B
Pitch Price
$181.63
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.70
P/E
31.29
EV/Sales
1.72
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)