Sea Limited, together with its subsidiaries, engages in the digital entertainment, e-commerce, and digital financial service businesses in Southeast Asia, Latin America, rest of Asia, and internationally. It offers Garena digital entertainment platform for users to access mobile and PC online games, as well as eSports operations. The company also operates Shopee e-commerce platform, a mobile-centric marketplace that provides integrated payment and logistics infrastructure and seller services. In addition, it offers SeaMoney digital financial services to individuals and businesses, including offline and online mobile wallet, and payment processing services, as well as other offerings across credit, insurtech, and digital bank services under the ShopeePay, SPayLater, SeaBank, SeaInsure, and other digital financial services brands; and payment processing services for Shopee. The company was formerly known as Garena Interactive Holding Limited and changed its name to Sea Limited in April 2017. Sea Limited was incorporated in 2009 and is headquartered in Singapore.

Sea Limited looks like a high-quality but no longer cheap business: operating profitability and cash generation have improved noticeably, but the market valuation remains elevated. P/E of 42.0, P/S of 2.7, and P/B of 7.25 are significantly above the industry median, which limits re-rating potential and makes the stock sensitive to any slowdown in growth. At the same time, P/FCF of 15.5 is already closer to normal for a growing business, and its decline from earlier levels points to a gradual improvement in earnings quality. The balance sheet is strong: debt/equity of just 0.03, current ratio of 1.49, and quick ratio of 1.57 indicate very comfortable liquidity and minimal financial risk. Long-term debt has fallen to 908 million, which, against 12.8 billion in cash on hand, looks safe and supports the company’s resilience. Profitability is generally solid: gross margin of 44.3% is above the industry average, ROA of 5.7% and ROI of 12.8% look respectable, but ROE of 13.5% and return on tangible equity of 13.6% do not justify an aggressive valuation premium. Net margin and operating margin of around 6% and 8%, respectively, look stable but without the clear acceleration that usually supports very high multiples. Revenue and gross profit continue to grow, while net income and operating income remain positive and improve year by year, confirming the business’s scalability. Equity and assets are also increasing, indicating an expanding base for future earnings. The absence of dividends means the investor is fully dependent on business growth and multiple expansion rather than current cash flow to shareholders. Overall, the fundamentals support the company as strong in quality and balance sheet strength, but the high relative valuation limits the target upside and justifies only a moderate conservative downward adjustment.

Sea Limited

Сильный индекс, незначительно вырос. Быки крепко уверены в своих позициях.

Strong index, slightly up. The bulls are very confident in their positions.

Сильный индекс, незначительно вырос. Рынок не поддерживает быков.

Strong index, slightly up. The market does not support the bulls.

Сильный индекс, значительно упал. Отток средств из лонгов на высоком уровне.

Strong index, significantly down. Outflow of funds from longs at a high level.

Sea Limited is financially strong and growing, but it trades at a high premium on P/E, P/S, and P/B, so its upside from revaluation is limited.

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Core MSCI EAFE ETF (Symbol: IEFA) where we have detected an approximate $808.6 million dollar inflow -- that's a 0.4% increase week over week in outstanding units (from 1,942,200,000 to 1,950,200,000). Among the largest underlying components of IEFA, in trading today Spotify Technology SA (Symbol: SPOT) is down about 2.1%, Sea Ltd (Symbol: SE) is up about 0.1%, and Teva Pharmaceutical Industries Ltd (Symbol: TEVA) is lower by about 0.1%. For a complete list of holdings, visit the IEFA Holdings page » The chart below shows the one year price performance of IEFA, versus its 200 day moving average:
Looking at the chart above, IEFA's low point in its 52 week range is $85.025 per share, with $101.44 as the 52 week high point — that compares with a last trade of $100.72. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Further IEFA Research:

IEFA, SPOT, SE, TEVA: ETF Inflow Alert

MercadoLibre, Inc.’s MELI fintech segment, Mercado Pago, is rapidly solidifying its position as Latin America’s leading financial services platform. The company’s second-quarter 2026 performance demonstrates how its integrated digital finance ecosystem is capturing market share, expanding daily user engagement and driving massive payment volumes across key regional markets.
During the quarter, Mercado Pago’s Monthly Active Users surged 30% year over year to 88 million, with Brazil and Mexico growing 38% and 45%, respectively. The company also cited market-leading NPS in Brazil, Mexico, Argentina and Chile, suggesting that growth is being accompanied by strong user satisfaction.
The platform is increasingly deepening its role in users’ financial lives, as reflected in Assets Under Management, which jumped 68% year over year to $23.2 billion, while AUM per user climbed 29% to $264. Consumer and credit-card exposure per user also increased, showing stronger engagement with Mercado Pago beyond everyday payments.
Mercado Pago’s credit portfolio expanded 75% year over year to $16.4 billion. Within the portfolio, credit-card balances surged 91.3% to about $7.7 billion and accounted for 47% of total credit exposure, up from 43% a year earlier. MercadoLibre issued 2.6 million new cards during the quarter compared with 1.6 million a year ago.
This rapid credit expansion occurred alongside stable asset quality, with the 15-90-day NPL ratio remaining near historic lows at 7%. Payment processing also maintained powerful momentum, as Total Payment Volume (“TPV”) jumped 56% year over year to $101 billion, while acquiring TPV reached $64.1 billion.
The strategic synergy between marketplace activity and financial solutions has made cardholders two to three times more likely to remain ecosystemic users. Driven by accelerating card issuance, remunerated accounts and expanding merchant networks, Mercado Pago is strengthening its position as one of Latin America’s leading fintech platforms.
How Does MercadoLibre Stack Up Against Its Industry?
MercadoLibre, which competes with Amazon.com, Inc. AMZN and Sea Limited SE, has seen its shares gain 22.7% over the past three months compared with the industry’s 5.9% rise. While Amazon shares have climbed 5.4%, Sea Limited has rallied 32.6% in the aforementioned period.
What Does MercadoLibre's Current Valuation Suggest?
From a valuation standpoint, MercadoLibre's forward 12-month price-to-earnings (P/E) ratio is 39.01, higher than the industry average of 21.34. The stock is also trading above its 12-month median level of 34.46.
MercadoLibre is trading at a premium to Amazon (forward 12-month P/E of 22.76) and Sea Limited (22.82).
What Do Earnings Estimates Signal for MercadoLibre?
The Zacks Consensus Estimate for MercadoLibre’s current financial-year sales implies year-over-year growth of 44.6%, while the consensus estimate for earnings per share suggests a decline of 0.7%. For the next fiscal year, the consensus estimate indicates a 28.9% rise in sales and 43.3% growth in earnings.
Over the past 30 days, the Zacks Consensus Estimate for earnings per share has declined by $1.89 to $39.11 for the current fiscal year and by $3.13 to $56.05 for the next fiscal year.
MELI currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Is MercadoLibre Becoming Latin America's Leading Fintech?

Key Points
The transaction involved the sale of 3,000 shares at a weighted average price of $112.88, resulting in a transaction value of $338,640.
The traded shares represented 0.26% of the total equity stake held before the filing.
All shares were sold indirectly through a British Virgin Islands (BVI) entity controlled by the reporting person.
This disposition was executed under a Rule 10b5-1 trading plan adopted on March 26, 2026, and reflects routine portfolio management.
Yanjun Wang, CCO and GC of Sea Limited(NYSE:SE), sold 3,000 Class A ordinary shares at $112.88 per share, according to an SEC Form 4 filing.
Transaction summary
Transaction value
$338,640
Post-transaction shares
~1.1 million shares
Post-transaction shares (directly held)
~1.1 million shares
Post-transaction value
~$129.6 million
Transaction value based on SEC Form 4 weighted average sale price ($112.88); post-transaction value based on September 03, 2026, market close ($113.10).
Key questions
What was the structural nature of this disposition?
The sale was non-discretionary, executed through a BVI entity pursuant to a Rule 10b5-1 trading plan established in March 2026.
How is the insider's remaining equity structured?
The reporting person continues to hold a substantial direct position of ~1.1 million Class A ordinary shares, while also maintaining an indirect interest in 12,600 shares through the BVI entity.
What is the recent performance context for the security?
Shares of Sea Limited were priced at $113.10 as of the Sept. 3, 2026, market close, and the company has recorded a one-year return of -38% as of the transaction date.
What is the insider's total ownership level following this transaction?
The total equity holdings of the CCO and GC represent approximately 0.19% of the company as of the latest filing.
Company Overview
Share Price (as of market close 2026-09-03)
$113.10
Market Capitalization
$64.1 billion
Revenue (TTM)
$27.7 billion
Net Income (TTM)
$1.7 billion
Company Snapshot
Sea Limited operates three core business segments: digital entertainment through its Garena platform, offering online games and eSports events; e-commerce operations serving consumers across multiple regions; and digital financial services providing payment and fintech solutions to its user base.
The company generates revenue through a diversified business model encompassing in-game monetization and virtual goods sales, marketplace transaction fees and seller services, and financial services commissions and transaction volumes across its digital ecosystem.
Sea Limited serves millions of consumers and merchants primarily across Southeast Asia and Latin America, targeting digitally engaged populations seeking gaming entertainment, online shopping convenience, and accessible financial services in emerging markets.
Sea Limited is a leading digital platform operator with a $64.1 billion market capitalization and TTM revenues of $27.7 billion, demonstrating significant scale across Southeast Asia and Latin America. The company's diversified business model across entertainment, e-commerce, and fintech creates multiple revenue streams and cross-selling opportunities within its integrated ecosystem. Sea's competitive positioning is strengthened by its established user base, regional market presence, and ability to leverage network effects across its interconnected digital services.
What this transaction means for investors
As previously mentioned, Yanjun Wang's decision to sell appears to be a portfolio management decision from just about every apparent perspective.
First, it only involved 0.26% of his holdings, an amount that does not reflect any obvious loss of confidence in the stock. Moreover, she sold shares under the Rule 10b5-1 framework, pre-arranging the sale on March 26, meaning the sale was likely to happen regardless of the stock's performance.
Indeed, March 26 was close to the consumer discretionary stock's 52-week low, and it has steadily risen since then, with earnings reports showing rapid growth across all three of the company's business segments.
In the first half of 2026, revenue increased by 47% to almost $14.9 billion. Although the net income of $896 million during the period grew by only 9% annually, Sea Limited has made investments in its business that should boost the Southeast Asian e-commerce conglomerate in the long term.
Such growth also makes it likely that investors will take its 43 P/E ratio in stride, making it understandable that Wang would keep more than 99.7% of her Sea Limited shares.
Should you buy stock in Sea Limited right now?
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Will Healy has positions in Sea Limited. The Motley Fool has positions in and recommends Sea Limited. The Motley Fool has a disclosure policy.

Sea Limited CCO and GC Yanjun Wang Sells 3,000 Shares at $112.88

MercadoLibre, Inc.’s MELI decision to lower its free-shipping threshold in Brazil continues to yield meaningful operational benefits, driving sustained momentum across its marketplace. One year after the change, the initiative has produced a durable shift in buyer engagement, increasing conversion, purchase frequency and cross-category shopping, while unit economics continue to improve.
The company reported that items sold in Brazil rose 56% year over year in the second quarter of 2026 compared with 26% growth a year earlier, while FX-neutral GMV increased 39%. MercadoLibre also added nearly 19 million unique active buyers globally, with fastest growth in Brazil, where management highlighted the compounding impact of the lower threshold.
Rather than providing a temporary boost, the reduced threshold triggered a lasting step-change in conversion rates, which expanded by 1.1 percentage points year over year during the quarter. Daily active users have also continued to grow faster than monthly active users in every quarter since MercadoLibre lowered its free-shipping threshold in June 2025. Items sold per unique active buyer in Brazil climbed 19% year over year, leading the company's overall consolidated 14% increase.
The share of Brazilian buyers purchasing across three or more categories monthly expanded by 10 percentage points over the past year. Newer buyer cohorts are also purchasing more items across more categories and showing higher retention than earlier cohorts. Ecosystemic user growth in Brazil accelerated to almost 50% year over year in the quarter, up from 35% before the shipping-threshold change.
MercadoLibre said that free and slow shipments are now variable contribution-positive across half of the average selling price ranges between R$19 and R$79, as scale, technology and unused logistics capacity reduce costs. MercadoLibre still faced higher shipping costs in the quarter, some of which it absorbed, but the evidence so far suggests the free-shipping move has moved beyond a short-lived promotional lift and is supporting more frequent, broader shopping behavior in Brazil.
How Does MercadoLibre Stack Up Against Its Industry?
MercadoLibre, which competes with Amazon.com, Inc. AMZN and Sea Limited SE, has seen its shares gain 13.6% over the past three months compared with the industry’s 3.1% rise. While Amazon shares have climbed 2%, Sea Limited has rallied 25.4% in the aforementioned period.
What Does MercadoLibre's Current Valuation Suggest?
From a valuation standpoint, MercadoLibre's forward 12-month price-to-earnings (P/E) ratio is 39.02, higher than the industry average of 22.13. The stock is also trading above its 12-month median level of 34.46.
MercadoLibre is trading at a premium to Amazon (forward 12-month P/E of 23.35) and Sea Limited (24.46).
What Do Earnings Estimates Signal for MercadoLibre?
The Zacks Consensus Estimate for MercadoLibre’s current financial-year sales implies year-over-year growth of 44.6%, while the consensus estimate for earnings per share suggests a decline of 0.7%. For the next fiscal year, the consensus estimate indicates a 28.9% rise in sales and 43.3% growth in earnings.
Over the past 30 days, the Zacks Consensus Estimate for earnings per share has declined by $1.89 to $39.11 for the current fiscal year and by $3.13 to $56.05 for the next fiscal year.
MELI currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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MercadoLibre's Free Shipping Bet Keeps Brazil's Growth Accelerating

Key Points
MercadoLibre's businesses work both separately and together to drive growth.
Sea Limited started as a gaming enterprise, but its e-commerce and fintech businesses have emerged as leaders in Southeast Asia.
Comparing MercadoLibre (NASDAQ: MELI) with Sea Limited (NYSE: SE) may be a difficult feat for investors. Both companies lead e-commerce in their respective regions and have also built successful fintech businesses around serving customers in the developing world.
Additionally, both are profitable companies with fast-growing revenue, making it likely they will succeed over time.
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Still, if choosing one of these stocks, investors will probably need to take a deeper dive into each enterprise to determine which consumer discretionary stock is likely to deliver higher returns.
The case for MercadoLibre
Admittedly, MercadoLibre holds the edge when it comes to focus. For one, it operates exclusively in Latin America. This may look like a disadvantage given the political and economic turmoil that often makes doing business in the region chaotic.
Fortunately, the company has turned Latin America's challenges into competitive advantages. When cash-based customers could not buy on its site, it formed Mercado Pago to bring these shoppers into the digital financial world. With that start, it eventually emerged as a leading fintech company in Latin America.
Furthermore, logistical challenges in its region prompted it to launch Mercado Envios, improving the fulfillment and shipping options available in the region.
These, along with its other enterprises, work both separately and together to spur the company's growth. Amid those synergies, it generated $19 billion in revenue in the first half of 2026, a 50% increase from the year-ago period and a growth rate that has made MercadoLibre hard to ignore.
Still, other parts of the income statement point to issues. During the same period, net income was $883 million, down 13% over the previous year. Increased e-commerce competition led to lower margins, and rising loan volumes forced it to increase the provision for doubtful accounts to cover loans that went bad.
Nonetheless, taking a hit now in these businesses may spark long-term growth, as its competitive moves should help it gain market share. Moreover, while its 53 P/E ratio may sound high, Amazon often traded at higher P/E ratios in its growth years. That could bode well for MercadoLibre as it continues to grow.
Why investors might choose Sea Limited
Sea Limited is the MercadoLibre of Southeast Asia in many respects. Its Shopee business has become the leading e-commerce company in Southeast Asia, and like Amazon and MercadoLibre before it, Sea Limited has invested heavily in logistics to solidify that position.
Additionally, its Monee segment helps cash-based customers buy on Shopee. Like Mercado Pago, Sea Limited has also emerged as a regional fintech leader in its own right.
However, it differs from its peers in that it started as the online gaming company Garena and gained attention with its mobile game, Free Fire. It was only when founder Forrest Li saw the e-commerce opportunity that the company diversified.
Still, that makes it a less cohesive business than MercadoLibre. That lack of connection affected Sea Limited a few years ago, when it made ill-fated attempts to establish e-commerce ventures outside Southeast Asia. Most of those failed quickly, though it continues to operate in Brazil.
Fortunately, after this misstep, Sea Limited followed its peers' lead and invested more heavily in logistics in its home region. This move helped spark a recovery. Consequently, in the first half of 2026, revenue increased by 47% yearly to $14.9 billion. Its net income for that time frame, $896 million, rose by just 9% from the year-ago level. Investments in its business and fast-rising credit losses slowed profit growth.
Nonetheless, like with MercadoLibre, those moves amount to investments in its business that should pay off in the long run. Also, Sea Limited has a P/E ratio of 44, making it slightly cheaper than MercadoLibre and possibly more attractive to some investors.
MercadoLibre or Sea Limited?
Investors are unlikely to go wrong with either company. Still, if I have to choose one, I give the slight edge to MercadoLibre.
Both companies operate leading e-commerce and fintech businesses in their regions, and with opportunities for growth, revenues should continue to rise rapidly. That should help MercadoLibre and Sea Limited beat the market over time.
However, MercadoLibre started as an e-commerce enterprise and later launched other businesses to enhance its e-commerce operations. It operates enterprises that can work together or separately to capitalize on opportunities, making it a comparatively more cohesive enterprise.
In comparison, while all three of Sea's businesses performed well recently, Garena's performance is often not on par with Shopee's and Monee's, and it offers few opportunities for synergies. Amid that difference, it could make sense for investors to pay a slight premium and choose MercadoLibre.
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Better International E-Commerce Stock: MercadoLibre vs. Sea Limited

MercadoLibre, Inc.’s (MELI) shares have gained about 14% over the past three months, outperforming the broader market. During the same period, the industry declined 1.1% and the Zacks Retail-Wholesale sector fell 1.7%, while the S&P 500 rose just 0.3%.
Over the same period, MercadoLibre delivered a stronger share price performance than Amazon.com, Inc. AMZN, while trailing Sea Limited SE. AMZN shares slid 5.3%, while Sea Limited posted a 30.7% rally.
MELI’s run reflects confidence in the company’s ability to deepen its leadership in Latin American e-commerce and financial services. Its second-quarter 2026 results reinforced that view, with healthy marketplace engagement, expanding fintech adoption and continued progress across advertising, credit and logistics.
What is Driving MercadoLibre’s Growth?
MercadoLibre’s key strength is the breadth of its ecosystem, which combines marketplace, payments, credit, advertising and logistics. The company is benefiting from deeper engagement across these businesses rather than relying only on e-commerce growth. Users active across both commerce and fintech generally transact more frequently and use more products. Ecosystemic users grew 37% year over year in the second quarter, highlighting the strength of this model.
Commerce remains the core growth engine. MercadoLibre continues to improve selection, delivery speed, pricing and financing options. In Brazil, the lower free-shipping threshold has encouraged customers to buy more frequently and across more categories, while supporting better conversion and retention. Management indicated that these changes are driving more lasting shifts in shopping behavior.
The company is also expanding assortment through first-party inventory and cross-border trade. Higher use of its China fulfillment center has helped improve delivery times and reduce cancellations, strengthening the overall customer experience.
Mercado Pago is another major growth driver. The fintech platform is attracting more users as customers increasingly use it for payments, savings and credit. Monthly active users reached 88 million in the second quarter, while assets under management continued to rise. The credit business is also expanding, supported by a greater focus on lower-risk users and improved underwriting.
Advertising is becoming increasingly important as well. MercadoLibre is using AI to improve search, product discovery and ad placement. Management noted that its AI-powered search tools are already delivering higher conversion and advertising gains that more than cover the related technology costs.
Near-Term Hurdles for MercadoLibre
MercadoLibre continues to invest heavily in free shipping, seller incentives, first-party inventory, cross-border trade and financial services. These initiatives are designed to strengthen its ecosystem but are weighing on margins. In the second quarter, operating margin was 6.7%, down notably from the year-ago period.
Commerce investments remain a key pressure point. In Brazil, lower seller take rates and PIX-related discounts are helping improve pricing and marketplace selection but are limiting near-term profitability. Higher energy expenses are also increasing logistics costs.
Fintech expansion requires significant investment as well. MercadoLibre is rapidly growing its credit-card business, while new card cohorts typically take 12-18 months to reach NIMAL breakeven. Although credit quality remains healthy, faster issuance can pressure profitability in the short run. Mexico is another concern, as tax changes, softer economic conditions and weaker consumption are affecting commerce growth despite continued market share gains.
MercadoLibre’s Valuation Looks Stretched
MELI currently trades at a forward 12-month price-to-earnings (P/E) ratio of 38.42, above the industry ratio of 21.97 and its own one-year median of 34.46. The stock also carries a sizable premium to Amazon at 22.43 and Sea Limited at 24.31.
This higher valuation reflects MercadoLibre’s strong growth profile and the scale of its commerce-fintech ecosystem. However, the premium also raises the bar for execution. Following the recent share price rally, any moderation in growth or continued pressure on margins could limit further upside.
MELI Earnings Estimates Trend Lower
Estimate revisions warrant some caution. Over the past 30 days, the Zacks Consensus Estimate for MELI’s current-year earnings per share (EPS) has moved down to $39.11, while the estimate for next year has declined to $56.05.
The current-year consensus implies a 0.7% decline from the year-ago level, underscoring how elevated investment spending is weighing on near-term earnings despite strong operating growth. However, the consensus estimate for the next year still indicates a substantial 43.3% increase in EPS, suggesting expectations for stronger earnings leverage.
How Should Investors Play MercadoLibre Stock?
MercadoLibre remains well-positioned, supported by strong commerce engagement, rising Mercado Pago adoption and continued expansion across credit, advertising and logistics. At the same time, heavy investments are keeping near-term profitability under pressure. The stock’s premium valuation also leaves less room for execution missteps after its recent rally. MELI’s long-term growth story remains attractive, but current valuation and margin pressures argue against chasing the stock aggressively. Existing investors may hold the stock, while new investors could wait for a more favorable entry point.
MELI currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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How to Play MercadoLibre Stock After a 14% Rally in 3 Months?

MercadoLibre, Inc.’s MELI Brazil business remained a standout in the second quarter of 2026, with marketplace growth holding at a high level, even as the company began lapping last year’s reduction in its free-shipping threshold. Gross merchandise volume in Brazil increased 39% year over year on an FX-neutral basis, slightly ahead of the 38% growth recorded in the first quarter of 2026 and substantially ahead of the 29% growth registered in the second quarter last year. Items sold jumped 56% compared with 26% growth a year earlier.
The strength goes beyond transaction volume. Items sold per unique active buyer in Brazil rose 19% year over year, while conversion improved 1.1 percentage points. Daily active users have also continued to grow faster than monthly active users in every quarter since MercadoLibre lowered its free-shipping threshold in June 2025. At the same time, the share of users purchasing three or more categories per month has increased by 10 percentage points since the change.
Newer buyer cohorts are also purchasing more items across more categories and showing higher retention than earlier cohorts. Ecosystemic user growth in Brazil accelerated to almost 50% year over year in the quarter, up from 35% before the shipping-threshold change.
MercadoLibre is supporting this momentum with PIX discounts for buyers and lower take rates for sellers in selected categories and price ranges. Active sellers grew 29% year over year, helping improve selection and price competitiveness. Together, the trends show that Brazil’s growth continues to be supported by stronger engagement, broader supply and sustained marketplace activity.
How Does MercadoLibre Stack Up Against Its Industry?
MercadoLibre, which competes with Amazon.com, Inc. AMZN and Sea Limited SE, has seen its shares gain 15.5% over the past three months against the industry’s 0.6% decline. While Amazon shares have fallen 2.9%, Sea Limited has rallied 34.7% in the aforementioned period.
What Does MercadoLibre's Current Valuation Suggest?
From a valuation standpoint, MercadoLibre's forward 12-month price-to-earnings (P/E) ratio is 38.41, higher than the industry average of 21.88. The stock is also trading above its 12-month median level of 34.46.
MercadoLibre is trading at a premium to Amazon (forward 12-month P/E of 22.59) and Sea Limited (24.24).
What Do Earnings Estimates Signal for MercadoLibre?
The Zacks Consensus Estimate for MercadoLibre’s current financial-year sales implies year-over-year growth of 44.6%, while the consensus estimate for earnings per share suggests a decline of 0.7%. For the next fiscal year, the consensus estimate indicates a 28.9% rise in sales and 43.3% growth in earnings.
The Zacks Consensus Estimate for earnings per share has declined by $1.89 to $39.11 for the current fiscal year and by $3.13 to $56.05 for the next fiscal year.
MELI currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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MercadoLibre's Brazil Momentum Shows No Signs of Slowing

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*Stock prices used were the afternoon prices of Aug. 18, 2026. The video was published on Aug.20, 2026.
Should you buy stock in Sea Limited right now?
Before you buy stock in Sea Limited, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Sea Limited wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $432,189!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,330,956!*
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Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Sea Limited. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
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Should You Sea Limited Stock?

Key Points
Gang Ye disposed of 50,000 shares for ~$5.9 million on Aug. 17 and Aug. 18, 2026.
The transaction reduced the insider's total equity holdings by 0.23%.
Dispositions were executed via a British Virgin Islands entity, while the insider retains a direct position of ~21.2 million shares.
The sale followed a Rule 10b5-1 trading plan adopted nearly one year prior for routine liquidity.
Gang Ye, COO of Sea Limited (NYSE:SE), sold 50,000 Class A ordinary shares at a weighted average price of $118.70 per share, totaling approximately $5.9 million, according to a recent SEC Form 4 filing.
Transaction summary
Transaction value
$5.9 million
Shares sold
50,000 shares
Post-transaction shares (directly held)
21,176,405
Post-transaction shares (indirectly held)
290,000
Post-transaction value
$2.50 billion
Transaction value based on SEC Form 4 weighted average sale price ($118.70); post-transaction value based on Aug. 18, 2026, market close ($116.26).
Key questions
What was the mechanism for this transaction?
The sale was executed pursuant to a Rule 10b5-1 trading plan adopted by a British Virgin Islands entity controlled by Gang Ye on Sept. 4, 2025. These plans are used by corporate insiders to execute pre-scheduled trades to manage personal portfolios regardless of subsequent market movements.
How does this sale impact the reporting owner's overall investment in Sea Limited?
The 50,000 shares sold represent 15% of the shares held indirectly through the British Virgin Islands entity. However, the move is nominal relative to the total position, as Gang Ye continues to hold more than 21.1 million shares directly, representing a total post-transaction beneficial ownership value of $2.50 billion.
What were the price execution details?
The shares were liquidated in multiple tranches over two trading sessions, with execution prices ranging from $115.13 to $121.05. The weighted average price of $118.70 was realized while the stock had a one-year return of -34% as of the Aug. 18, 2026, valuation date.
Company Overview
Share Price (as of market close 2026-08-18)
$116.26
Market Capitalization
$69.8 billion
Revenue (TTM)
$27.7 billion
Net Income (TTM)
$1.6 billion
Company Snapshot
Sea Limited operates three core business segments: digital entertainment through its Garena platform, offering online games and eSports events; e-commerce services across Southeast Asia and Latin America; and digital financial services, generating substantial revenue from in-game purchases, marketplace transactions, and fintech operations.
The company generates revenue through a diversified model, including digital entertainment monetization via game sales and in-app purchases, e-commerce marketplace commissions and logistics services, and digital financial services, including payments and lending solutions.
Sea Limited serves millions of consumers across Southeast Asia, Latin America, and other international markets, targeting both casual and competitive gamers, online shoppers, and individuals seeking digital financial services in emerging markets.
Sea Limited is a leading digital platform operator with a $69.8 billion market capitalization and TTM revenues of $27.7 billion, leveraging its diversified portfolio across gaming, e-commerce, and fintech to capture growth opportunities in high-growth emerging markets. The company's integrated ecosystem creates cross-selling opportunities and network effects, positioning it as a dominant player in Southeast Asia and enabling expansion into Latin American markets. With 102,700 employees and operations spanning multiple continents, Sea Limited benefits from significant scale advantages and a proven ability to monetize digital services across diverse consumer segments.
What this transaction means for investors
While a $5.9 million insider sale is certainly eye-catching, I don't believe it is a major deal for investors in this specific case. Yes, it is a large sale, but Gang Ye still holds around $2.5 billion in Sea Limited shares, so this is far from a game-changing transaction for them. Furthermore, it was part of a preplanned program, so it doesn't seem to be an attempt to time the market.
As for SE stock itself, I think there is a lot to like about the leading, rapidly growing e-commerce, fintech, and gaming juggernaut in Southeast Asia. The company just grew total revenue by 48% last quarter and has achieved solid adjusted EBITDA profitability across all its operating units. Currently trading at 31 times forward earnings, Sea is reasonably priced considering its track record of sales growth and steadily improving margins.
That said, shares outstanding have still increased by 3% annually over the last three years, so I'd like to see that reined in a little bit before buying more shares. Ultimately, Sea's moat only seems to be widening, though, so I would only look to buy shares if there was any type of a pullback.
Should you buy stock in Sea Limited right now?
Before you buy stock in Sea Limited, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Sea Limited wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $419,408!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,348,694!*
Now, it’s worth noting Stock Advisor’s total average return is 966% — a market-crushing outperformance compared to 213% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of August 19, 2026.
Josh Kohn-Lindquist has positions in Sea Limited. The Motley Fool has positions in and recommends Sea Limited. The Motley Fool has a disclosure policy.

What Investors Should Know About Sea Limited COO Gang Ye Selling 50,000 Shares for $5.9 Million

Key Points
The transaction involved 20,000 shares valued at ~$2.4 million based on the August 14, 2026 weighted average exit price.
The disposal reduced the director's total equity holdings by 11%.
The insider's position is held entirely through direct ownership, totaling ~165,000 shares following the sale.
The divestment occurred as the stock's one-year total return stood at -30% as of the transaction date.
Director Heng Chen Seng sold 20,000 Class A ordinary shares of Sea Limited (NYSE:SE) on August 14, 2026. SEC Form 4 filing.
Transaction summary
Transaction value
~$2.4 million
Shares sold (directly held)
20,000
Post-transaction shares (directly held)
164,904
Post-transaction value
$20.11 million
Transaction value based on SEC Form 4 weighted average sale price ($122.31); post-transaction value based on August 14, 2026 market close ($121.94).
Key questions
What were the execution details of the share disposal?
The shares were sold in multiple transactions at prices ranging from $122.00 to $123.56, resulting in a weighted average execution price of $122.31 per share.
How does this sale impact the director's total ownership stake?
After reducing the position by 20,000 shares, the director retains 164,904 Class A ordinary shares, representing an approximately 0.0275% ownership interest in the company.
What is the current market valuation relative to the transaction price?
Shares were priced at $119.45 as of the August 17, 2026 market close, reflecting a 2.34% decrease from the weighted average exit price of $122.31.
How has the stock performed leading up to this transaction?
As of the August 14, 2026 transaction date, the company's equity had experienced a one-year return of -30%, while the firm continues to operate its digital entertainment and e-commerce platforms across international markets.
Company Overview
Share Price (as of market close 2026-08-17)
$119.45
Market Capitalization
$67.7 billion
Revenue (TTM)
$27.7 billion
Net Income (TTM)
$1.6 billion
Company Snapshot
Sea Limited operates three core business segments: digital entertainment through its Garena platform offering online games and eSports events, e-commerce services across multiple markets, and digital financial services, generating diversified revenue streams across Southeast Asia, Latin America, and other international markets.
The company generates revenue through digital entertainment subscriptions and in-game monetization, e-commerce transaction fees and logistics services, and digital financial services including payments and lending products, leveraging its integrated ecosystem to drive profitability and user engagement.
Sea Limited serves millions of consumers across Southeast Asia, Latin America, and broader Asian markets, targeting digital-native users seeking gaming entertainment, online shopping convenience, and accessible financial services in emerging and developed economies.
Sea Limited is a leading digital platform operator with a $67.7 billion market capitalization and $27.7 billion in TTM revenue, demonstrating significant scale across three complementary business segments. The company has established a competitive advantage through its integrated ecosystem approach, leveraging cross-platform synergies between gaming, e-commerce, and fintech to capture value across multiple customer touchpoints in high-growth markets. With 102,700 employees and operations spanning multiple continents, Sea Limited maintains a diversified geographic and business model footprint that positions it as a regional technology powerhouse.
What this transaction means for investors
Investors may struggle with what to make of Chen's sale of Sea Limited stock. As previously mentioned, Chen sold around 11% of his holdings, a relatively small but significant portion of his holdings in the e-commerce conglomerate.
Nonetheless, investors should also keep in mind that Chen retained about 89% of his holdings, which indicates some optimism about Sea Limited's future.
Moreover, while the consumer discretionary stock dropped by about 30% over the last year. It has been on an uptrend since March and now sells for about 55% above its 52-week low. Thus, he could have seen this as a time to take some profits.
No matter the reason for Chen’s decision, this is probably not the time to give up on Sea Limited stock. In the first half of 2026, revenue rose by 48% year over year. Also, it seemed comfortable with net income rising by only 7% over the same period as the company deferred some profit taking to invest heavily in itself.
Such a move should set Sea Limited up for further growth as it further cements its competitive edge in e-commerce, gaming, and fintech.
Should you buy stock in Sea Limited right now?
Before you buy stock in Sea Limited, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Sea Limited wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $409,970!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,381,040!*
Now, it’s worth noting Stock Advisor’s total average return is 969% — a market-crushing outperformance compared to 215% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of August 19, 2026.
Will Healy has positions in Sea Limited. The Motley Fool has positions in and recommends Sea Limited. The Motley Fool has a disclosure policy.

Indicator	TTM Median
P/E	42.02 18.27
Price/Sales	2.70 0.68
P/B	7.25 1.73
P/FCF	15.50 13.56

Indicator	TTM Median
ROE	13.45 14.93
ROA	5.72 5.11
ROI	12.82 8.85
Net Worth	67.91 0.84
Quick Ratio	1.57 0.86
Current Ratio	1.49 1.39

Indicator	TTM Median
Net Profit Margin	5.94 5.79
Operating Margin	8.24 8.49
Gross Margin	44.34 39.55
Return on tangible equity	13.58 21.78

Indicator	TTM Median
EPS	0.00 0.55
EPS Forecast	0.26 0.50
Revenue	7.79B 193.00M
Gross Profit	3.55B —
EBITDA	593.00M —

Sea Limited

Recent quarterly and TTM performance

Valuation

Debts

Efficiency

Other ratios

Revenue