Added to YB: 2025-12-22
Pitch date: 2025-12-18
SE [bullish]
Sea Limited
-4.34%
current return
Author Info
GabGrowth writes about asymmetric investments that go unnoticed, with a deep focus on emerging markets. Sign up for the newsletter.
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
$122.56
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: Stronger Fundamentals, Multiple Growth Vectors
SE: Most attractive since $40; net income up 10x, expected +150% growth next year. Shopee beat Lazada, gaining share vs TikTok, revenue +36% with expanding take rates. Garena strongest Q since 2021, bookings +51%. Monee diversifying w/ $8B loan book, $1B annualized EBITDA +60%.
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