Apr. 4 at 2:17 PM
$SE is trading like a forgotten gem while the numbers scream otherwise.
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At ~
$82, you’re looking at a ~
$45B market cap — but after stripping out Monee deposits, real enterprise value sits closer to ~
$40B.
FY25:
•
$23B revenue
•
$10.2B gross profit
•
$1.5B net income
→ ~26x TTM earnings (on hyper-growth, not stagnation)
Now zoom out.
2025 growth:
• Revenue +36%
• Net income +255%
Forward estimates for FY26:
• Revenue: ~
$29B (+29%)
• EPS: ~
$3.86 (+35%)
→ Forward PE: ~18.8x
That’s deep value for a business scaling across 3 engines:
• E-commerce (massive SEA dominance)
• Fintech (rapid credit expansion)
• Gaming (100M+ DAU, 600M+ quarterly users)
400M buyers. 20M sellers. 37M+ credit users. This isn’t a slowing company — it’s compounding.
The market is pricing in deceleration. The data says acceleration.
This is where asymmetric setups are born.
