Sea Limited (NYSE:SE): Evaluating Valuation After Shopee’s Strong Q3 2025 E-Commerce Growth

Simply Wall St.11-28

Sea (NYSE:SE) has been making waves after reporting solid growth in its e-commerce operations during the third quarter of 2025. Investors are watching closely as rising revenue and transaction volumes...

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Investors are watching closely as rising revenue and transaction volumes...</p>\n\n<a href=\"https://simplywall.st/stocks/us/retail/nyse-se/sea/news/sea-limited-nysese-evaluating-valuation-after-shopees-strong\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited (NYSE:SE): Evaluating Valuation After Shopee’s Strong Q3 2025 E-Commerce Growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited (NYSE:SE): Evaluating Valuation After Shopee’s Strong Q3 2025 E-Commerce Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-28 20:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/retail/nyse-se/sea/news/sea-limited-nysese-evaluating-valuation-after-shopees-strong><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sea (NYSE:SE) has been making waves after reporting solid growth in its e-commerce operations during the third quarter of 2025. Investors are watching closely as rising revenue and transaction volumes...</p>\n\n<a href=\"https://simplywall.st/stocks/us/retail/nyse-se/sea/news/sea-limited-nysese-evaluating-valuation-after-shopees-strong\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1770036033.HKD","symbol_name":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","start_time":0,"source_url":"https://simplywall.st/stocks/us/retail/nyse-se/sea/news/sea-limited-nysese-evaluating-valuation-after-shopees-strong","article_id":"2586787525","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8043000-choice2-main-header/1585186922048"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/retail/nyse-se/sea/news/sea-limited-nysese-evaluating-valuation-after-shopees-strong","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2586787525","pubTimestamp":1764332601,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Sea (NYSE:SE) has been making waves after reporting solid growth in its e-commerce operations during the third quarter of 2025. 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While the stock’s share price has climbed 28% year-to-date, a...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","BK4551":"寇图资本持仓","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","SG9999001135.SGD":"United ASEAN Fund SGD","BK4220":"综合零售","BK4581":"高盛持仓","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU1839390173.USD":"JPM ASEAN EQUITY \"A\" (USD) INC","LU0048573645.USD":"富达东盟基金","LU0251143029.SGD":"Fidelity ASEAN A-SGD","IE0031814969.USD":"FSSA ASEAN ALL CAP FUND \"I\" (USD) ACC","LU0441851309.USD":"JPM ASEAN EQUITY \"A\" ACC","LU2360107671.USD":"BGF FINTECH \"A4\" (USD) INC","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","LU2125910849.SGD":"Natixis WCM Global Emerging Markets Equity R/A SGD","LU2177674079.SGD":"Fidelity Asia Pacific Opportunities A-ACC-SGD (hedged)","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","BK4503":"景林资产持仓","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","BK4566":"资本集团","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","NYSE":"纽交所","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","BK4085":"互动家庭娱乐","LU1861217088.USD":"贝莱德金融科技A2","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","SG9999013478.USD":"利安新加坡股息基金","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK4588":"碎股","SE":"Sea Ltd","BK4548":"巴美列捷福持仓","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC"},"translate_title":"Sea Limited（纽约证券交易所股票代码：SE）：Shopee 2025年第三季度电子商务强劲增长后评估估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SE":1.5,"NYSE":1.5},"content_text":"Sea (NYSE:SE) has been making waves after reporting solid growth in its e-commerce operations during the third quarter of 2025. Investors are watching closely as rising revenue and transaction volumes support a positive growth outlook for Shopee. See our latest analysis for Sea. Momentum is shifting for Sea, with recent news of a major $1 billion share buyback and strong e-commerce growth helping attract renewed investor interest. While the stock’s share price has climbed 28% year-to-date, a 17.98% total shareholder return over the past year highlights the company’s ability to reward long-term holders, despite short-term volatility and recent options market buzz. If rising e-commerce trends interest you, now is an ideal time to discover fast growing stocks with high insider ownership With Sea’s stock gaining momentum and analyst price targets suggesting significant upside, the key question remains: Is there untapped value left for investors, or has the market already accounted for Sea’s future growth potential? AdvertisementMost Popular Narrative: 30% Undervalued Sea’s most widely followed narrative places fair value at $192.68, significantly above the last close of $134.26. This creates an opportunity to explore what is fueling this positive outlook and why analysts think shares still have room to run.  Accelerating mobile internet adoption and rising youth digital literacy in Southeast Asia and Brazil are fueling user growth across Sea's e-commerce (Shopee), fintech (Monee), and gaming (Garena) businesses. This supports robust double-digit revenue growth and expands the company's total addressable market for the long term.  Read the complete narrative. Curious about the numbers behind this bullish narrative? The fair value is based on high growth rates, surging digital engagement, and ambitious margin expansion targets. Want to know what these analysts are projecting and what could affect the outlook? Dive in to find out what’s driving that aggressive price target. Result: Fair Value of $192.68 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, lingering execution risks and fierce competition in key markets could pressure Sea’s margins. These factors may serve as catalysts for shifting sentiment among investors. Find out about the key risks to this Sea narrative. Another View: What Do Market Multiples Say? Looking at valuation from a market ratio perspective tells a different story. Sea’s price-to-earnings ratio stands at 56x, which is significantly higher than both the global industry average of 19.8x and the peer average of 51.7x. Compared to the fair ratio of 33.9x, Sea appears expensive by this method. This highlights a gap that could mean more downside risk should expectations falter. Is this high multiple justified by future growth, or is optimism running too far ahead? See what the numbers say about this price — find out in our valuation breakdown. NYSE:SE PE Ratio as at Nov 2025 Build Your Own Sea Narrative If you have a different perspective or want to take a hands-on approach, you can quickly piece together your own data-driven story in just a few minutes. Do it your way A good starting point is our analysis highlighting 4 key rewards investors are optimistic about regarding Sea. Looking for More Smart Investment Moves? Don’t let fresh opportunities pass you by. Take action now and power your portfolio with new ideas using the Simply Wall Street Screener:  Snap up growth before the crowd by targeting these 923 undervalued stocks based on cash flows based on real cash flow potential and market mispricings. Generate steady income streams when you tap into these 15 dividend stocks with yields > 3% delivering strong yields above 3% and proven payout histories. Tap into tomorrow's breakthroughs by jumping on these 25 AI penny stocks driving advances in artificial intelligence across industries.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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