Added to YB: 2024-12-27
Pitch date: 2024-12-23
SE [bullish]
Sea Limited
-25.19%
current return
Author Info
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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
$46.7B
Pitch Price
$110.00
Price Target
168.00 (+104%)
Dividend
N/A
EV/EBITDA
14.70
P/E
31.29
EV/Sales
1.72
Sector
Broadline Retail
Category
growth
Sea Limited: Why I would hold (and potentially add on weakness) in 2025
SE: Shopee parent beats Q3 rev/profit, e-comm +43% YoY, digital ent bookings +24%. SPX logistics advantage, live streaming growth, ad take rates up. Free Fire reaccelerating, DFS strong. Valuation: $101 intrinsic, $168 3yr PT (30x 2027 P/E). 15% rev CAGR, 125% profit CAGR next 5yrs.
Read full article (8 min)