Added to YB: 2025-08-19
Pitch date: 2025-08-16
SE [neutral]
Sea Limited
-33.78%
current return
Author Info
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Company Info
Sea Limited, through its subsidiaries, operates as a technology company in Southeast Asia, Latin America, the rest of Asia, and internationally.
Market Cap
$74.7B
Pitch Price
$177.05
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.89
P/E
47.09
EV/Sales
2.52
Sector
Broadline Retail
Category
growth
Sea Limited (SE) Q2'25: 'The Best Is Yet to Come' - Profitable Growth In All Segments
SE (earnings update): Top position in my portfolio (23% SWI, 55% PA). Gaming rebounded w/ 5% CAGR post-COVID. Shopee profitable 3 straight qtrs (34% rev growth), dominant in SEA (50% share), gaining in Brazil. Monee financial arm growing 70% w/ $7B loan book (1% NPL). Q2 '25 generating ~$3B FCF ann. At 26x EV/FCF for 20%+ growth - reasonable valuation.
Read full article (11 min)