Sea Ltd - ADR

Sea Ltd - ADR

SE

Market Cap$77.14B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Sea Ltd - ADRSea Ltd - ADR789-1%5.30.8

Earnings Call Q3 2024

November 12, 2024 - AI Summary

Strong Growth Across Businesses: Sea Limited reported solid performance in Q3 2024, with total GAAP revenue increasing 31% year-on-year to $4.3 billion. Each business unit exhibited growth: Shopee's GMV grew mid-20s percentage year-on-year, SeaMoney's loan book increased by over 70%, and Garena's Free Fire bookings are projected to grow over 30% year-on-year.
E-Commerce Profitability and Strategies: Shopee has achieved positive adjusted EBITDA in both Asia and Brazil, with improvements in monetization through commissions and advertising. Average monthly active buyers increased over 20% year-on-year, showcasing strong user growth. Shopee plans to maintain a focus on competitive pricing and service quality while pursuing further advertising revenue growth through enhanced seller tools and experiences.
Digital Financial Services Expansion: SeaMoney's loan book grew over 70% year-on-year, with 4 million first-time borrowers added in Q3. The NPL (non-performing loans) ratio remained stable at 1.2%. There is potential for further growth by capitalizing on Shopee's user base for credit services and expanding offerings beyond online purchases, particularly in markets like Indonesia and Brazil.

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$135.50

Target Price by Analysts

2.3% downsideSea Ltd Target Price DetailsTarget Price
$-43.29

Current Fair Value

131.2% downside

Overvalued by 131.2% based on the discounted cash flow analysis.

Share Statistics

Market cap$77.14 Billion
Enterprise Value$80.59 Billion
Dividend Yield$0 (0%)
Earnings per Share$0.27
Beta1.53
Outstanding Shares589,707,692

Return

Return on Equity-
Return on Assets-
Return on Invested Capital-

Valuation & Multiples

P/E Ratio789.02
PEG-382.11
Price to Sales5.33
Price to Book Ratio10.66
Enterprise Value to Revenue5.2
Enterprise Value to EBIT523.85
Enterprise Value to Net Income799
Total Debt to Enterprise0.07
Debt to Equity0.76

Revenue Sources

No data

Insider Trades

ESG Score

No data

About Sea Ltd

CEO: Xiaodong Li