Added to YB: 2026-07-10
Pitch date: 2026-07-08
SE [neutral]
Sea Limited
+3.17%
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
$63.8B
Pitch Price
$105.76
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.12
P/E
41.04
EV/Sales
2.26
Sector
Broadline Retail
Category
growth
Show full summary:
Watchlist Radar - Sea Limited
SE (watchlist): SE Asia e-comm leader Shopee (~50% share), gaining in Brazil. EV $55.5B, $104.23 close. EBITDA margin dipped to 0.7% GMV (vs 1.2% peak 2023) amid logistics reinvestment; mgmt guides 2-3% LT vs Amazon/MELI 3-4%. Gaming cash flows fund moat. At 2% margin, 10x EV/EBITDA.
Read full article (1 min)