Added to YB: 2026-08-14
Pitch date: 2026-08-12
SE [neutral]
Sea Limited
-3.24%
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
$78.5B
Pitch Price
$127.45
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.07
P/E
49.47
EV/Sales
2.66
Sector
Broadline Retail
Category
growth
Sea Limited Earnings Update: A quick look
SE (holding update): Q2 FY26 rev $7.8B (+48% YoY), adj EBITDA $917M, net income $458M (+11%). Shopee GMV $38.3B (+28%), EBITDA margin inflecting to 0.7%; VIP hit 15M members (+45% QoQ). Monee loan book $11.1B (+62%), NPL 1.0%. Garena bookings +15%. $417M buyback @$88. Long from $70s-80s (+75%); staying long, cost-optimizing higher-cost shares.
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