Added to YB: 2026-09-07
Pitch date: 2026-09-03
SE [bullish]
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
$69.3B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.19
P/E
43.68
EV/Sales
2.32
Sector
Broadline Retail
Category
growth
I Can Sea Clearly Now The Rain Is Gone - Sea Limited
SE (hold): Sea remains a long as the business operates at record scale and profitability, with revenue growth around 50% and Shopee gaining Southeast Asian market share despite TikTok Shop’s spending. At $113, normalized assumptions of $3.46 in free cash flow per share imply a 3.3% enterprise-value yield, expected to grow 20% annually for at least a decade. Key risks are Shopee’s consumer cyclicality, Monee’s uncertain credit durability and Garena’s volatility.
Read full article (13 min)