SEA: Earnings Can Jump 7x By 2027

  • SEA is Southeast Asia's e-commerce leader, excelling in vision, execution, and now sustainable free cash flow generation. Shopee, SEA's e-commerce platform, is turning profitable, with potential for 12% EBITDA margin by 2027 and significant earnings growth. Valuation is attractive at 0.7x PEG, with a 2025 price target of $205 and over 100% upside potential by 2027.