Sea Ltd (SE) — Moat, Quality & Fair Value

Sea Ltd (SE) has a Narrow economic moat and a quality score of 49/100. It operates in the Consumer Discretionary sector.

Industry: E-commerce & Online Marketplaces · Consumer Discretionary

Market share (2024): 3.2% of Digital wallets & buy-now-pay-later (Monee) · 1.2% of Video games (Garena)

Themes: E-commerce (core) · Video games (partial) · Fintech & payments (partial)

Economic moat: Narrow. A narrow moat indicates meaningful but less durable advantages. Learn more about how we classify moats in our guide to economic moats.

Quality score: 49/100. This score combines seven weighted pillars — returns on capital, margin strength, cash generation, financial health, durability, management, and moat & position. See how the quality score works.

The three-tier owner-earnings fair value estimate, price & fair-value chart, financial statements, and complete management evaluation for SE are available in the MoatScope app (14-day free trial, no card required). New to the framework? Start with the MoatScope guide.