Added to YB: 2026-05-25
Pitch date: 2026-05-22
SE [neutral]
Sea Limited
Author Info
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Company Info
Sea Limited, through its subsidiaries, operates as a technology company in Southeast Asia, Latin America, the rest of Asia, and internationally.
Market Cap
$53.5B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.64
P/E
34.36
EV/Sales
1.85
Sector
Broadline Retail
Category
growth
SEA: The Market Keeps Misreading It
SE (update): Q1 rev $7.1B (+47% YoY), beat est by 11%; Adj EBITDA $1B (+9%). Shopee GMV $37B (+30%), VIP 10M members (10x YoY), 80% retention, ads +80%. Monee rev $1.2B (+58%), loans $9.9B (+71%), NPL steady 1.1%. Garena bookings $931M (+20%), $574M EBITDA. Brazil fastest growing, replicating Asia playbook. VIP at 2.5% penetration vs 50%+ for Prime/WOW = massive runway.
Read full article (11 min)