Added to YB: 2024-12-27
Pitch date: 2024-12-23
SE [bullish]
Sea Limited
+4.18%
current return
Author Info
Outperforming the Market is a professional fund manager sharing multi-bagger opportunities. Sign up for the newsletter.
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
$67.8B
Pitch Price
$110.00
Price Target
168.00 (+47%)
Dividend
N/A
EV/EBITDA
28.93
P/E
49.90
EV/Sales
2.96
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)