Added to YB: 2025-03-03
Pitch date: 2025-02-27
SE [bullish]
Sea Limited
-33.64%
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
$124.00
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:
Sea Limited - The Art of Crossing Oceans
SE: Gaming success in Brazil w/ Free Fire led to e-commerce dominance via Shopee. Pivot to profitability in 2022, now back to growth. Q3 2024: Shopee profitable in Asia/Brazil, SeaMoney +38% YoY, Free Fire +30% bookings. Risks: TikTok Shop, Temu, regulations. $8.5B cash, strong position for future growth.
Read full article (11 min)