Added to YB: 2026-08-18
Pitch date: 2026-08-14
SE [neutral]
Sea Limited
-0.45%
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
$119.99
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 Q2 2026 Earnings Review
SE (earnings): Q2'26 rev $7.79B (+48% YoY) beat; EPS $0.70 missed $0.79 on reinvestment. Shopee GMV $38.3B (+28%), take-rate 14.6%, EBITDA margin inflected to 0.67%, >$1B FY26 guided; ShopeeVIP 15M (24% of GMV). Monee loans $11.1B (+62%), NPL 1.0%. Garena EBITDA $430M. Stock +15%. $70B cheap on SOTP; long-term compounder, buyer on dips.
Read full article (10 min)