Added to YB: 2024-03-06
Pitch date: 2024-03-05
SE [neutral]
Sea Limited
+43.79%
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
$57.23
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: The Three-Headed Monster Awakens
$SE: Qtrly active users +8% YoY but paying ratio fell 9% to 7.5%. E-commerce rev +23% on higher fees/ads; GMV +29% YoY. Digital Fin Svcs rev +24%. Gross margin 42% vs 49% on mix shift. Heavy infra invest but still +$279M OCF in Q4. Guides high teens GMV growth & +ve EBITDA in H2.
Read full article (8 min)