Derniers résultats 11 août 2026
Sea Ltd
I · Analyse IA
En bref
Sea operates three interconnected businesses: Shopee, a mobile-first e-commerce marketplace offering integrated payments and logistics across Southeast Asia and Latin America; Monee, which provides digital wallets, consumer and SME credit, payment processing, banking, and insurance services; and Garena, a digital entertainment platform for mobile and PC games that also promotes eSports. The company's strategy is to create self-reinforcing growth loops where success in gaming funds e-commerce expansion, which in turn drives financial services adoption [Yahoo Finance].
Sea Limited is a Singapore-headquartered technology company operating three major businesses across Southeast Asia and Latin America: Shopee (e-commerce), Monee (digital financial services), and Garena (gaming and entertainment). The company just delivered a blowout Q1 2026, with revenue jumping 43% year-over-year to $7.3 billion and adjusted EBITDA topping $1 billion for the first time [Yahoo Finance]. Sea is now profitable with a 6.9% net margin and generated $4.5 billion in free cash flow over the trailing twelve months [Yahoo Finance].
Sea has turned a corner from hyper-growth cash burner to profitable growth company with strong cash generation.
Score Sentinellis
7,9/10
En bonne santé financière
Capitalisation boursière
$53,5B
Chiffre d'affaires (12 mois)
$22,9B
Explications
Comment nous lisons ces chiffres
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Sea operates in highly competitive markets where Amazon, Alibaba, and local players are all fighting for e-commerce share, requiring continuous heavy investment in logistics and customer acquisition to maintain position.
Risques
4
Opportunités
4
Signaux d'alerte
3
Direction
9
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