Sea has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 26.1% to $98.75 per share while the index has gained 21.1%.
Is now a good time to buy SE? Find out in our full research report, it’s free.
Why Are We Positive on SE?
Founded in 2009 and a publicly traded company since 2017, Sea (NYSE: SE) started as a gaming platform and has since expanded to offer a variety of services such as e-commerce, digital payments, and financial services across Southeast Asia.
1. Paying Users Skyrocket, Fueling Growth Opportunities
As an online marketplace, Sea generates revenue growth by increasing both the number of users on its platform and the average order size in dollars.
Over the last two years, Sea’s paying users, a key performance metric for the company, increased by 21.2% annually to 68.1 million in the latest quarter. This growth rate is among the fastest of any consumer internet business and indicates its offerings have significant traction. 
2. Eye-Popping Growth in Customer Spending
Average revenue per user (ARPU) is a critical metric to track because it measures how much the company earns in transaction fees from each user. ARPU also gives us unique insights into a user’s average order size and Sea’s take rate, or “cut”, on each order.
Sea’s ARPU growth has been exceptional over the last two years, averaging 15.2%. Its ability to increase monetization while growing its paying users at an impressive rate reflects the strength of its platform, as its users are spending significantly more than last year. 
3. Outstanding Long-Term EPS Growth
We track the long-term change in earnings per share (EPS) because it highlights whether a company’s growth is profitable.
Sea’s EPS grew at an astounding 25.8% compounded annual growth rate over the last three years. This performance was better than most consumer internet businesses.
Final Judgment
These are just a few reasons why we think Sea is a high-quality business. At $98.75 per share (or 4.1× forward price-to-gross profit), is now the right time to buy the stock? See for yourself in our full research report, it’s free.
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