Nama Insights

Sea (SE)

Consumer Cyclical · Internet Retail · NYSE

Sea (SE) is a Consumer Cyclical company in the Internet Retail industry. It has a market capitalization of $46.38B, a trailing price-to-earnings ratio of 23.8 and a free-cash-flow yield of 9.3%. Over the most recent reported fiscal year, revenue grew 36.4% and free cash flow per share grew 44.2%. Nama's AI scorecard rates it Buy, 7.5 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Buy · 7.5/10
Clearly positive, short of the top band. As of Nov 7, 2026.
Momentum
Trailing · -38.4% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Questionable
Ratios pass, but its industry often sells things we can't check.
Off its high
-79.2%
How far the last close sits under the highest price of the past five years.
Market cap$46.38B
Trailing P/E23.8
Price / book3.6
Price / sales1.7
FCF yield9.3%
Dividend yield—
Gross margin44.3%
Operating margin8.2%
Net margin5.9%
Revenue growth (YoY)+36.4%
Revenue growth (3-yr annual)+22.6%
EPS growth (YoY)+65.0%
FCF/share growth (YoY)+44.2%
Beta1.6
ExchangeNYSE
SectorConsumer Cyclical
IndustryInternet Retail

SE earnings

Next report: Nov 10, 2026 (Q3 2026, EPS estimate $0.97). Beat the EPS estimate in 1 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q2 2026 Aug 11, 2026 $0.84 $0.86 -2.3% $7.79B
Q1 2026 May 12, 2026 $0.81 $0.77 +5.2% $7.10B
Q4 2025 Mar 3, 2026 $0.77 $0.81 -4.9% $6.85B
Q3 2025 Nov 11, 2025 $0.76 $0.95 -20.0% $5.99B

SE analyst price target

Median target $152.00 from 28 analysts, ranging $70.00 – $195.00.

Internet Retail peers

TickerCompanyMarket capP/E
AMZN Amazon.com $2.80T 21.0
BABA Alibaba Group $272.28B 35.3
PDD PDD Holdings $118.18B 8.2
DASH DoorDash $78.33B 57.2
MELI MercadoLibre $76.55B 40.5
EBAY eBay $53.54B 19.7
JD JD.com $39.31B 12.3
CPNG Coupang $29.20B —
Explore live SE data on Nama Insights →

Recent Congressional trades

Sea trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Josh Gottheimer House Buy $1,001 - $15,000 Apr 8, 2026
Josh Gottheimer House Sell $1,001 - $15,000 Jan 14, 2026
Lisa McClain House Sell $1,001 - $15,000 Aug 13, 2025
Lisa McClain House Buy $1,001 - $15,000 Aug 13, 2025
Josh Gottheimer House Buy $1,001 - $15,000 Jun 11, 2025
Rob Bresnahan House Buy $1,001 - $15,000 Apr 9, 2025
Rob Bresnahan House Buy $1,001 - $15,000 Mar 27, 2025
Daniel Goldman House Sell $1,001 - $15,000 Aug 13, 2023
David A Perdue , Jr Senate Sell $15,001 - $50,000 —
David A Perdue , Jr Senate Sell $15,001 - $50,000 —
David A Perdue , Jr Senate Sell $15,001 - $50,000 —
Thomas R Carper Senate Buy $1,001 - $15,000 —

SE FAQ

Is SE a buy?
Nama's AI scorecard currently rates Sea Buy (7.5 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is SE's P/E ratio?
Sea trades at a trailing price-to-earnings ratio of 23.8.
When does SE report earnings?
Sea's next scheduled report is on Nov 10, 2026. Analysts expect EPS of $0.97.
What is the SE price target?
The median analyst price target from 28 analysts is $152.00, with a range of $70.00 – $195.00.
Is SE Shariah compliant?
Nama's AAOIFI-style screen reads Sea as Questionable. Ratios pass, but its industry often sells things we can't check.