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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
- 精选
E-commerce & marketplaces
由 InspectStocks 整理 · 16 companies
Online stores and marketplaces where shoppers buy from the company or outside sellers.
- 股价，1 年
- -8.3%
- 营收，1 年
- +13.4%
+10A 7B 3C 1D 4F 1
- 精选
Video games
由 InspectStocks 整理 · 9 companies
Publishers and platforms that make and sell games.
- 股价，1 年
- -12.2%
- 营收，1 年
- +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.2026年8月4日BAGraded B, now A
RCLRoyal Caribbean Cruises Ltd.2026年10月27日FBGraded F, now B
AZOAutoZone, Inc.2026年10月26日CBGraded C, now B
SWSmurfit Westrock plc2026年10月28日CBGraded C, now B
HSAIHesai Group2026年11月10日CBGraded C, now B
怎么赚钱
- Shopee marketplace, advertising, seller services and direct product sales72%
- Monee financial services17%
- Garena games and game publishing11%
各项收入占比是对FY2025, high confidence的估算，并非来自已提交报告的数字。
竞争对手
- BABALazadaB
- 规模
- US$245.2B
- 利润率
- 7.0%
- TikTok Shop
- MELIMercadoLibreA
- 规模
- US$76.6B
- 利润率
- 4.9%
- GRABGrabC
- 规模
- US$14B
- 利润率
- 13.2%
- TCEHYTencent Holdings
卖什么6
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.
再显示 3 项
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.
谁在买5
- 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.
再显示 2 项
- 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.
靠什么支撑，什么会击垮它
业务依赖什么
- 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.
可能出什么问题
- 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.
关于Sea Limited
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).
- 总部
- Singapore
- 成立于
- 2009 (incorporated May 8; high confidence)
- 上市于
- New York Stock Exchange
- 财年结束
- December 31
基于 Sea Limited 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。