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Sea Limited

SENYSE
Consumer Cyclical
Specialty Retail
$111.25
$-3.75(-3.26%)
U.S. Market opens in 17h 21m

Sea Limited Fundamental Analysis

Sea Limited (SE) shows moderate financial fundamentals with a PE ratio of 47.91, profit margin of 6.78%, and ROE of 15.34%. The company generates $20.9B in annual revenue with strong year-over-year growth of 28.59%.

Key Strengths

Cash Position14.95%

Areas of Concern

Operating Margin8.20%
PEG Ratio2.64
We analyze SE's fundamental strength across five key dimensions.

The stock receives a Fundamental Health Score of 73.3/100 based on profitability, valuation, growth, and balance sheet metrics. The B grade reflects solid fundamentals with room for improvement in valuation or growth.

Fundamental Health Score

B
73.3/100

We analyze SE's fundamental strength across five key dimensions:

Efficiency Score

Weak

SE struggles to generate sufficient returns from assets.

ROA > 10%
5.33%

Valuation Score

Weak

SE trades at a premium to fair value.

PE < 25
47.91
PEG Ratio < 2
2.64

Growth Score

Moderate

SE shows steady but slowing expansion.

Revenue Growth > 5%
28.59%
EPS Growth > 10%
1.89%

Financial Health Score

Excellent

SE maintains a strong and stable balance sheet.

Debt/Equity < 1
0.42
Current Ratio > 1
1.44

Profitability Score

Moderate

SE maintains healthy but balanced margins.

ROE > 15%
15.34%
Net Margin ≥ 15%
6.78%
Positive Free Cash Flow
Yes

Key Financial Metrics

Is SE Expensive or Cheap?

P/E Ratio

SE trades at 47.91 times earnings. This suggests a premium valuation.

47.91

PEG Ratio

When adjusting for growth, SE's PEG of 2.64 indicates potential overvaluation.

2.64

Price to Book

The market values Sea Limited at 6.70 times its book value. This suggests the stock is fully valued or overvalued on an asset basis.

6.70

EV/EBITDA

Enterprise value stands at 32.21 times EBITDA. This signals the market has high growth expectations.

32.21

How Well Does SE Make Money?

Net Profit Margin

For every $100 in sales, Sea Limited keeps $6.78 as profit after all expenses.

6.78%

Operating Margin

Core operations generate 8.20 in profit for every $100 in revenue, before interest and taxes.

8.20%

ROE

Management delivers $15.34 in profit for every $100 of shareholder equity.

15.34%

ROA

Sea Limited generates $5.33 in profit for every $100 in assets, demonstrating efficient asset deployment.

5.33%

Following the Money - Real Cash Generation

Operating Cash Flow

Sea Limited produces operating cash flow of $4.54B, showing steady but balanced cash generation.

$4.54B

Free Cash Flow

Sea Limited generates strong free cash flow of $3.88B, providing ample flexibility for dividends, buybacks, or growth.

$3.88B

FCF Per Share

Each share generates $6.55 in free cash annually.

$6.55

FCF Yield

SE converts 5.73% of its market value into free cash.

5.73%

Financial Ratios Analysis

Valuation Ratios

P/E Ratio

Price to earnings ratio

47.91

vs 25 benchmark

PEG Ratio

Price/earnings to growth ratio

2.64

vs 25 benchmark

P/B Ratio

Price to book value ratio

6.70

vs 25 benchmark

P/S Ratio

Price to sales ratio

3.23

vs 25 benchmark

Financial Health

Debt/Equity

Total debt to shareholders' equity

0.42

vs 25 benchmark

Current Ratio

Current assets to current liabilities

1.44

vs 25 benchmark

Efficiency Ratios

ROE

Return on equity percentage

0.15

vs 25 benchmark

ROA

Return on assets percentage

0.05

vs 25 benchmark

ROCE

Return on capital employed

0.14

vs 25 benchmark

How SE Stacks Against Its Sector Peers

MetricSE ValueSector AveragePerformance
P/E Ratio47.9125.25 Worse (Expensive)
ROE15.34%1170.00% Weak
Net Margin6.78%742.00% Weak
Debt/Equity0.420.77 Strong (Low Leverage)
Current Ratio1.449.19 Neutral
ROA5.33%-6467.00% (disorted) Weak

SE outperforms its industry in 1 out of 6 key metrics, but lagging in P/E Ratio.

Historical Growth Performance

5-Year Growth Trajectory

This section reviews Sea Limited's 5-year compound annual growth rate (CAGR) and compares its performance against the typical investment style of its industry.

Revenue CAGR

486.43%

Industry Style: Cyclical, Growth, Discretionary

High Growth

EPS CAGR

123.02%

Industry Style: Cyclical, Growth, Discretionary

High Growth

FCF CAGR

3462.18%

Industry Style: Cyclical, Growth, Discretionary

High Growth

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