Sea Limited's third-quarter capital expenditures increased 54% sequentially. Management guided higher capex for Shopee Express logistics expansion and artificial intelligence server procurement in the coming quarters. EBIT grew 40% year over year on 41% Shopee revenue growth.
Garena could develop other hit games that diversify its revenue stream in addition to Free Fire.
Due to low switching costs, Sea may fail to achieve profitability because of increased sales and marketing spending needed to attract customers.
Metric | SE | GRAB | MELI |
|---|---|---|---|
Price/Earnings (Normalized) | 0.89 | 28.66 | 39.07 |
Price/Book Value | 3.41 | 1.99 | 9.35 |
Price/Sales | 1.55 | 3.88 | 1.99 |
Price/Cash Flow | 8.47 | 20.55 | 11.06 |
Metric | SE | GRAB | MELI |
|---|---|---|---|
Quick Ratio | 1.12 | 1.33 | 0.74 |
Current Ratio | 1.43 | 1.38 | 1.17 |
Interest Coverage | 232.69 | 1.58 | 11.43 |
Metric | SE | GRAB | MELI |
|---|---|---|---|
Return on Assets (Normalized) | 5.81% | 8.63% | 4.63% |
Return on Equity (Normalized) | 14.30% | 16.60% | 29.95% |
Return on Invested Capital (Normalized) | 9.85% | 8.37% | 11.38% |
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