Added to YB: 2026-02-04
Pitch date: 2026-01-31
SE [neutral]
Sea Limited
-1.44%
current return
Author Info
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
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
$67.8B
Pitch Price
$116.28
Price Target
N/A
Dividend
N/A
EV/EBITDA
28.93
P/E
49.90
EV/Sales
2.96
Sector
Broadline Retail
Category
value
Show full summary:
The Wolf of Harcourt Street | Portfolio Review - January 2026 - Sea Limited
SE (holding update): Down ~40% since Oct 2025 despite strong Q3 earnings showing continued execution across all segments. Current drawdown appears sentiment-driven rather than fundamental deterioration. Company firing on all cylinders with little changed operationally.
Read full article (1 min)