Added to YB: 2025-03-13
Pitch date: 2025-03-11
SE [bullish]
Sea Limited
-5.98%
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
$84.3B
Pitch Price
$132.97
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 - The Full-Stack Advantage
SE: Integrated digital ecosystem in SE Asia. Q4 rev $4.95B (+36.9% YoY), e-commerce $3.66B. Shopee EBITDA $152M vs -$225M YoY. SeaMoney growing 55.4% YoY. Full-stack approach creates data, cost & cross-selling advantages. Transition to profitability with $591M adj EBITDA (+365.3% YoY). Gaming slowest growth but high margin. 2025 outlook: 20% GMV growth, loan book expansion.
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