Added to YB: 2025-05-15
Pitch date: 2025-05-13
SE [neutral]
Sea Limited
-23.49%
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
$84.3B
Pitch Price
$158.88
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 Q1 2025 Earnings Analysis
SE (earnings update): Q1 revenue $4.84B (+30% YoY) missed est. by 1.7%, but adj. EBITDA $947M (2x YoY). All segments profitable; Shopee GMV +22% to $28.6B, Monee loan book +75% YoY to $5.8B, Garena bookings +51%. Key risks: FX volatility, Brazil TikTok Shop competition, 11.2% share dilution.
Read full article (7 min)