Added to YB: 2025-03-10
Pitch date: 2025-03-06
SE [neutral]
Sea Limited
-9.99%
current return
Author Info
Saadiyat Capital has been an investment analyst for various hedge funds in the UK, USA, and Germany (currently in London). Sign up for the newsletter.
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
$84.3B
Pitch Price
$138.90
Price Target
N/A
Dividend
N/A
EV/EBITDA
36.58
P/E
62.01
EV/Sales
3.74
Sector
Broadline Retail
Category
growth
Sea Limited FY2024 Earnings
SE (earning update): E-commerce +41% YoY, $152M adj EBITDA. Brazil profitable, 40%+ MAU growth. Ad revenue +50%, take rate +50bps. Seamoney credit model scaling. Garena DAU +43%, monetization improving. Potential catalysts: Brazil profit growth, ad spending, fintech penetration, Garena revenue growth. 20%+ revenue growth potential.
Read full article (6 min)