Added to YB: 2026-02-23
Pitch date: 2025-12-08
SE [bullish]
Sea Limited
-30.16%
current return
Author Info
No bio for this author
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
$53.5B
Pitch Price
$127.37
Price Target
276.00 (+210%)
Dividend
N/A
EV/EBITDA
15.64
P/E
34.36
EV/Sales
1.85
Sector
Broadline Retail
Category
growth
Sea Limited - $SE
SE: Singapore-based $79B consumer internet co across SE Asia, Taiwan, LatAm. 3 segments: Shopee e-comm (72% rev, 5% margin), Monee fintech (16% rev, 28% margin), Garena gaming (11% rev, 71% margin). Bull: $276 PT (+115%) on SE Asia reaccel, Brazil profit, Monee scaling. Base: $169 (+31%). Bear: $91 (-29%). Risks: Brazil execution, NPL spikes, Garena hit dependence, MELI/AMZN competition.
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