Apr. 3 at 6:02 PM
SEA LIMITED (
$SE): THE NEXT
$MELI OR A VALUE TRAP?
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Check the balance sheet — it's the exact same recipe as
$MELI. E‑commerce + digital banking + zero debt + massive cash hoard.
$SE closed April 3 at
$79.52 (
$82.28 on Apr 2), market cap
$44.97B, PE 34.28x. Down 28% in 30 days. Next earnings: May 12, 2026.
FY2025 GAAP revenue:
$22.9B (+36.4% YoY). Gross profit:
$10.2B (+42.2% YoY). Q4 alone:
$6.9B (+38.4% YoY).
Balance sheet:
$9.41B cash vs
$2.90B debt → net cash
$6.51B. Zero debt burden.
Analyst consensus: 28 analysts average PT
$156.66 —
$226 high,
$105 low. Over 90% bullish.
$MELI comparison:
$MELI trades at
$1,689 (opening), PE 43.55x, market cap
$86.97B. SE offers similar integrated e‑commerce + fintch play at nearly HALF the valuation multiple.
Short‑term: Net cash
$6.51B vs
$44.97B market cap = 14.5% cash cushion. Support at
$79 level.
The flywheel is turning. Shareholders finally getting paid.
