Professional
Added to YB: 2026-02-13
Pitch date: 2026-02-08
SE [bullish]
Sea Limited
+6.11%
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
$67.8B
Pitch Price
$108.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
28.93
P/E
49.90
EV/Sales
2.96
Sector
Broadline Retail
Category
growth
SGA International Growth New Position: Sea Limited
SE (new position): Southeast Asian consumer internet co w/ integrated ecosystem of Shopee e-commerce, Garena gaming, & SeaMoney fintech. Benefits from low penetration, rising digital adoption, localized approach creating moat. Strong profitability & FCF growth. Risks: TikTok/Lazada/MercadoLibre competition, political/macro/FX volatility across markets, potential US/China slowdown impact.
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