<div id="readability-page-1"><div><p>Sea (NYSE:SE) is back in focus after reporting record revenue and strong growth across Shopee and SeaMoney, alongside a solid balance sheet that has kept investors engaged despite recent share price swings.</p> <p>See our latest analysis for Sea.</p> <p>At a share price of US$85.92, Sea’s 7 day share price return of 4.42% comes after a 90 day share price decline of 35.65%. The 1 year total shareholder return of 27.07% reflects pressure despite a slightly positive 3 year total shareholder return of 2.87%, suggesting recent momentum is still rebuilding after earlier weakness.</p> <p>If Sea’s recent swings have you thinking about where else growth and resilience might show up, this could be a good moment to scan 18 top founder-led companies</p> <p>With record revenue, expanding Shopee and SeaMoney, and a share price still well below the average analyst target, you have to ask: Is Sea quietly undervalued, or is the market already pricing in the growth story ahead?</p> <h2>Most Popular Narrative: 38.8% Undervalued</h2> <p>With Sea closing at $85.92 versus a narrative fair value of $140.43, the current price sits well below what this widely followed framework implies.</p> <blockquote> <p><em>Ongoing transition towards cashless economies and advancement of digital payment infrastructure (including BNPL and QR code integration) in Sea's key markets is driving rapid expansion in Sea's fintech loan book and transaction volumes, improving monetization opportunities, recurring revenues, and paving the way for net margin expansion as the business scales.</em></p> </blockquote> <p><em>Read the complete narrative.</em></p> <p>Curious what revenue mix, earnings ramp, and profit margins need to line up for that valuation gap to close? The full narrative spells out those numbers and the timeline behind them.</p> <p><strong>Result: Fair Value of $140.43 (UNDERVALUED)</strong></p> <p>Have a read of the narrative in full and understand what's behind the forecasts.</p> <p>However, this hinges on Shopee keeping its edge against rivals like MercadoLibre and Temu, as well as on Garena managing its reliance on the aging Free Fire franchise.</p> <p>Find out about the key risks to this Sea narrative.</p> <h2>Next Steps</h2> <p>If this mix of optimism and caution has you weighing both sides, this may be an appropriate time to review the data yourself and stress test the assumptions behind the optimism by checking the 3 key rewards</p> <h2>Looking for more investment ideas?</h2> <p>If Sea has your attention, do not stop here. Broaden your watchlist with ideas that line up with your goals and keep fresh opportunities on your radar.</p> <ul> <li>Target quality at a sensible price by scouting 58 high quality undervalued stocks that pair solid fundamentals with appealing entry points.</li> <li>Strengthen your income stream by checking out 11 dividend fortresses that focus on higher yields backed by underlying business stability.</li> <li>Dial down portfolio risk by reviewing 72 resilient stocks with low risk scores designed to highlight companies with more resilient profiles.</li> </ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p><div><h3><strong>New: </strong>Manage All Your Stock Portfolios in One Place</h3><p>We've created the <strong>ultimate portfolio companion</strong> for stock investors, <strong>and it's free.</strong></p><p>• Connect an unlimited number of Portfolios and see your total in one currency<br/>• Be alerted to new Warning Signs or Risks via email or mobile<br/>• Track the Fair Value of your stocks<br/></p><p>Try a Demo Portfolio for Free</p></div></div></div>

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<p>Sea Limited (NYSE:SE) reported record revenue and growth in Shopee and SeaMoney, with a share price of $85.92, reflecting a 4.42% return over the past week despite a 35.65% decline over 90 days. Analysts suggest the stock is undervalued, with a fair value of $140.43. The company's expansion in fintech and digital payments is driving growth, but risks remain from competition and reliance on the Free Fire franchise. Investors are encouraged to review the data and consider other investment opportunities.</p>

- Sea (NYSE:SE) reported record revenue and growth in Shopee and SeaMoney, despite recent share price fluctuations.  
- Currently priced at US$85.92, Sea is considered undervalued compared to its fair value of $140.43, driven by advancements in cashless economies and digital payment infrastructures.  
- The company's success relies on Shopee's competitiveness and managing Garena's reliance on the aging Free Fire franchise, presenting both optimism and caution for potential investors.

Sea Limited (SE) Valuation Check After Record Revenue And Growth In Shopee And SeaMoney