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The themes Sea is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
- 큐레이션
E-commerce & marketplaces
InspectStocks 제공 · 16 companies
Online stores and marketplaces where shoppers buy from the company or outside sellers.
- 주가, 1년
- -8.3%
- 매출, 1년
- +13.4%
+10A 7B 3C 1D 4F 1
- 큐레이션
Video games
InspectStocks 제공 · 9 companies
Publishers and platforms that make and sell games.
- 주가, 1년
- -12.2%
- 매출, 1년
- +20.3%
+3A 3B 3C 2D 1
Highest-graded in Internet Retail
Graded A or B and worth $2B or more: A first, then the largest.
DASHDoordash, Inc.US$78.5BA- MELIMercadoLibre, Inc.US$76.6BA
WWayfair Inc.US$15.7BA-
CARTMaplebear Inc.US$13.9BA+
CHWYChewy, Inc.US$9.5BA
Grade rose recently in Consumer Discretionary
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
TMToyota Motor Corp.2026년 8월 4일BAGraded B, now A
RCLRoyal Caribbean Cruises Ltd.2026년 10월 27일FBGraded F, now B
AZOAutoZone, Inc.2026년 10월 26일CBGraded C, now B
SWSmurfit Westrock plc2026년 10월 28일CBGraded C, now B
HSAIHesai Group2026년 11월 10일CBGraded C, now B
어떻게 돈을 버는가
- Shopee marketplace, advertising, seller services and direct product sales72%
- Monee financial services17%
- Garena games and game publishing11%
매출 비중은 FY2025, high confidence 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
- TikTok Shop
- TCEHYTencent Holdings
무엇을 파는가6
Shopee marketplace
An online shopping service where individuals and businesses list goods for shoppers to buy.
Shopee advertising
Paid ads that help sellers promote their products to shoppers on Shopee.
Fulfilled by Shopee
Sellers store goods in Shopee fulfillment centers, and Shopee handles storage, packing and shipping.
3개 더 보기
Monee credit
Consumer loans, buy-now-pay-later purchases and loans to small businesses.
Monee payment and financial services
E-wallet payments, payment processing, banking, insurance and investment products.
Free Fire
A free-to-play mobile battle royale game in which players can buy virtual items and season passes.
누가 사는가5
- Individuals and households who buy goods from sellers on Shopee.
- Small businesses, brands, large retailers and individual sellers who list goods on Shopee and may pay for ads, transaction services or logistics.
- Consumers and small businesses that borrow from Monee.
2개 더 보기
- People and merchants who use Monee for payments, banking, insurance or investment services.
- Players who download Garena games and may buy virtual items or season passes.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 1Shopee relies on its own delivery capabilities and third-party logistics providers to get orders to buyers, including in markets with difficult terrain and limited infrastructure.
- 2Monee needs licenses, approvals or local partners to provide financial services in the countries where it operates.
- 3Garena depends on Free Fire and a limited number of other games for a significant portion of its digital entertainment revenue and gross profit.
- 4Garena also relies on third-party game developers for some games and on app stores and payment providers to distribute games and process purchases.
- 5Sea relies on data centers, cloud services, telecommunications networks and other technology infrastructure to run its services.
잘못될 수 있는 일
- 1Delivery delays, service failures or higher fulfillment costs could harm Shopee's buyer experience and its ability to serve sellers, especially in markets with difficult geography.
- 2Monee borrowers may not repay their loans; inaccurate credit-loss estimates or unsuccessful collection efforts could result in losses.
- 3Garena depends significantly on a limited number of games, including Free Fire; falling player engagement or problems refreshing game content could reduce game revenue.
Sea Limited 소개
Through Shopee, Sea connects shoppers with sellers and charges sellers for advertising, transactions and optional services such as shipping; it also sells some goods directly. Shopee recorded 4.2 billion orders (Q2 2026, high confidence) and $38.3 billion in gross merchandise value (Q2 2026, high confidence). Monee provides loans, payment services, banking, insurance and wealth products; its consumer and small-business loans totaled $11.1 billion in principal outstanding (June 30, 2026, high confidence). Garena develops and publishes online games, including Free Fire, where players can buy virtual items and season passes; Free Fire averaged over 100 million daily active users (Q2 2026, high confidence).
- 본사
- Singapore
- 설립
- 2009 (incorporated May 8; high confidence)
- 상장 시장
- New York Stock Exchange
- 회계연도 종료
- December 31
Sea Limited이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.