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.

Компания Sea Limited демонстрирует смешанную фундаментальную картину. С одной стороны, ее мультипликаторы, такие как P/E, P/S и P/B, значительно превышают медианные значения по отрасли, что указывает на возможную переоцененность акций. С другой стороны, компания показывает сильные финансовые результаты, включая высокие значения выручки и чистой прибыли, которые значительно выше средних по сектору. Тем не менее, отрицательные значения EPS указывают на необходимость улучшения прибыльности. Относительно долговая нагрузка выглядит неплохо, так как коэффициент долга к капиталу ниже медианного значения. К тому же, показатели рентабельности, такие как ROA и ROI, хотя и выше медианных, показывают смешанную динамику. В целом, усиленная оценка компании может быть оправдана ее высокими темпами роста выручки, однако высокие мультипликаторы и низкие значения EPS требуют осторожности и могут привести к корректировке целевой цены.

Sea Limited

Key Points
Amazon continues to derive significant growth from its e-commerce and cloud computing businesses.
Meanwhile, Sea Limited's ties to Southeast Asia bring volatility and the potential for outsized growth.
Investors like to compare Amazon (NASDAQ: AMZN) to Sea Limited (NYSE: SE) because each company leads e-commerce in specific regions. Amazon is strongest in North America and much of the developed world, while Sea Limited is the leading e-retailer in the emerging Southeast Asian market.
Nonetheless, a closer look at Sea Limited might challenge the "Amazon of Southeast Asia" moniker, as these companies have little in common when it comes to the non-e-commerce parts of each company. Those differences deepen the question as to which e-commerce conglomerate is the better buy right now.
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Comparing the two companies
First, investors should realize that each company approaches e-commerce differently. Amazon primarily serves more stable, developed world markets that grow more slowly but are significantly wealthier. This stands in contrast to the mainly developing markets in Southeast Asia. As a comparatively poorer region, its consumers are less stable but are growing their wealth at a faster pace.
Nonetheless, neither company generates the majority of profits from e-commerce, and as mentioned before, the businesses significantly diverge outside of e-commerce.
Amazon earns most of its operating income and experiences the fastest sales growth in its market-leading cloud computing platform, Amazon Web Services (AWS). Thus, this high-margin business stands in contrast to the lower margins that come from retailing.
In 2025, Amazon's net sales of $717 billion increased by 12%. Net income came in at $77.7 billion, rising 31% yearly amid rapid AWS growth and slower growth in the company's costs and expenses.
In contrast, Sea Limited deals with a less developed financial system in most of its markets.
It has a significant number of unbanked customers, leading in part to the establishment of its Monee fintech arm to serve such people. Monee provides products that cash-based customers can buy online. It offers digital wallets, payment processing, credit, banking, and insurance. Also, it is typically the fastest-growing segment within Sea Limited.
However, in 2025, its largest earnings before interest, taxes, depreciation, and amortization (EBITDA) profits come from its original business segment, mobile gaming company Garena. Garena is best known for its Free Fire mobile game. Still, the gaming business is always evolving, and following the pandemic, it was Sea's worst-performing segment, forcing investors to be on the lookout for volatility.
In 2025, revenue grew 36% to $22.9 billion. That led to a huge increase in profits as net income rose by 260% to $1.6 billion. Hence, while Sea Limited shareholders deal with considerable volatility, the company has rewarded them with faster income growth.
Amazon or Sea Limited?
Considering that both companies lead their respective markets and reported considerable growth, choosing between the two likely comes down to risk tolerance.
If one seeks stability and minimal risks, Amazon can probably beat the market over the next 10 years despite its developed world focus. However, for those willing to assume risks and volatility that come with developing economies, Sea Limited should ultimately bring faster growth and higher overall returns.
Ultimately, both companies are growing fast enough that they should outperform the S&P 500 over time, so neither is a "bad" choice. Thus, if choosing between Amazon and Sea Limited, investors should evaluate their risk tolerances and choose accordingly.
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Will Healy has positions in Sea Limited. The Motley Fool has positions in and recommends Amazon and Sea Limited. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Growth Stock Showdown: Is Amazon or Sea Limited the Better Buy Right Now?

Key Points
Sold 28,631 shares; estimated trade value of $55.23 million (quarterly average price estimate).
Position value decreased by $62.50 million quarter-over-quarter, reflecting share sale and stock price movement.
Change represented a 2.17% shift in 13F reportable AUM.
Post-sale holding: 16,879 shares, valued at $29.18 million.
The position now represents 1.14% of fund AUM, placing it outside the fund's top five holdings.
James Hambro & Partners LLP trimmed its stake in MercadoLibre (NASDAQ:MELI) during the first quarter, according to an April 22, 2026, SEC filing.
What happened
In its quarterly filing with the U.S. Securities and Exchange Commission (SEC filing) dated April 22, 2026, James Hambro & Partners LLP reported a sale of 28,631 shares of MercadoLibre, with the estimated value of the transaction at $55.23 million based on the average closing price from January through March 2026. The quarter-end value of the fund's position declined by $62.50 million, capturing both the share reduction and price performance.
What else to know
Following the sale, MercadoLibre represented 1.14% of 13F reportable AUM, down from 3.3% the previous quarter.
Top five holdings after the period:
NASDAQ:GOOGL: $216.87 million (8.5% of AUM)
NYSE:JPM: $195.62 million (7.7% of AUM)
NYSE:APH: $179.47 million (7.0% of AUM)
NASDAQ:AMZN: $163.83 million (6.4% of AUM)
NASDAQ:MSFT: $157.95 million (6.2% of AUM)
As of April 21, 2026, shares were priced at $1,854.18, down 9.8% over the past year, underperforming the S&P 500 by 46.8 percentage points.
Company Overview
Revenue (TTM)
$28.89 billion
Net Income (TTM)
$2.00 billion
Price (as of market close 2026-04-21)
$1,854.18
One-Year Price Change
-9.84%
Company Snapshot
Offers an integrated suite of platforms including the Mercado Libre Marketplace, Mercado Pago fintech services, Mercado Envios logistics, Mercado Credito lending, and Mercado Ads advertising solutions.
Operates a diversified business model generating revenue from e-commerce transactions, payment processing, logistics, digital advertising, and consumer and merchant lending.
Serves businesses, merchants, and individual consumers across Latin America.
MercadoLibre, Inc. is a leading e-commerce and fintech provider in Latin America, leveraging a multi-platform ecosystem to drive digital commerce and financial inclusion across the region. The company’s scale, integrated logistics, and payment infrastructure create significant network effects and competitive advantages. MercadoLibre’s strategy centers on expanding its user base, deepening engagement, and broadening its financial services offerings to capture growth in underpenetrated markets.
What this transaction means for investors
James Hambro unloaded most of its MercadoLibre position at a time when the company has struggled with competitive challenges and the consequences of a rapid expansion of its credit portfolio.
The filing did not explain why the investment firm sold. Still, the consumer discretionary stock is down 30% from its high, and challenges to its business have undoubtedly hurt the company.
MercadoLibre faces competition from the likes of Amazon, Sea Limited, and other smaller e-commerce operations, particularly in its largest markets.
Moreover, its provision for doubtful accounts increased by 66% in 2025, faster than its 39% revenue growth for the same period. Consequently, net income rose by only 5% over the same timeframe.
Nonetheless, MercadoLibre has cut margins to put pressure on its competitors. It is also using AI evaluation and loan limits to address the rise in doubtful accounts.
Furthermore, investors should remember that MercadoLibre has a history of thriving because of its challenges. Thus, investors should not rule out a recovery, and James Hambro could still benefit since it retained some shares.
Should you buy stock in MercadoLibre right now?
Before you buy stock in MercadoLibre, consider this:
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JPMorgan Chase is an advertising partner of Motley Fool Money. Will Healy has positions in MercadoLibre and Sea Limited. The Motley Fool has positions in and recommends Alphabet, Amazon, Amphenol, JPMorgan Chase, MercadoLibre, Microsoft, and Sea Limited. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

James Hambro Dumps 28,000 MercadoLibre Shares Worth $55.2 Million

Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the Dimensional US Core Equity 2 ETF, where 10,300,000 units were destroyed, or a 1.0% decrease week over week. Among the largest underlying components of DFAC, in morning trading today Nvidia is off about 1.2%, and Apple is up by about 1.4%.
And on a percentage change basis, the ETF with the biggest outflow was the Columbia Research Enhanced International Equity ETF, which lost 200,000 of its units, representing a 40.0% decline in outstanding units compared to the week prior. Among the largest underlying components of REFA, in morning trading today Sea is down about 2.1%, and Check Point Software Technologies is higher by about 0.6%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

DFAC, REFA: Big ETF Outflows

Key Points
Figma's decline has probably left it with little further downside.
Sea Limited investors appear to have overreacted to its challenges.
Unlike its largest competitors, Palo Alto Networks earns a profit and sells at a lower valuation.
Stocks took a significant hit once the conflict began in the Middle East. With the supply chains of key commodities such as oil threatened, prices have risen, and stocks have dropped as the economy faces tremendous uncertainty.
Fortunately, stock sell-offs often translate into buying opportunities for long-term investors. Knowing that, investors will probably regret not buying these tech stocks while they sell at lower prices.
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1. Figma
Despite the unique value proposition of its software, Figma (NYSE: FIG) stock has struggled since its IPO last July. Investors anxiously awaited the launch of this stock as an attempted buyout by Adobe wound down, and customers took to its collaborative approach to UI/UX design for websites and apps.
However, after an IPO day run-up, investors began to balk at its valuation, and the stock has steadily declined since that time. Consequently, Figma now trades near 52-week lows.
Fortunately for interested investors, that price makes the stock increasingly attractive. It now sells at an 85% discount to its record closing price, which is $122 per share.
Moreover, the $1.06 billion in revenue earned in 2025 rose by 41% compared to 2024 levels. Also, while it reported a $1.25 billion net loss in 2025, all of that loss came from its $1.36 billion in stock-based compensation, a noncash expense. That allowed it to generate $243 million in free cash flow.
Plus, the price-to-sales (P/S) ratio that was well above 60 at the stock's peak has now fallen to 9. Admittedly, the pullback might be understandable with revenue growth expected to slow to 30%, well below year-ago levels. Nonetheless, with more customers adopting Figma's platform, the current stock price is less likely to stay at this low valuation.
2. Sea Limited
Sea Limited (NYSE: SE) may not be familiar to many American investors. Some may recognize the Free Fire mobile game developed by its gaming company, Garena. Still, the majority of its operations are in Southeast Asia, where it also runs the leading e-commerce company in the region, Shopee, and fintech giant Monee.
Despite its success in three high-growth businesses, bookings at Garena dropped by 20% quarter over quarter, and Monee's credit losses rose by 77% yearly as the company sought to increase loan volumes. The lower fuel supplies from the Middle East have also added to the uncertainty that has tremendously pressured the stock.
Nonetheless, the sell-off looks increasingly overdone, as the stock has fallen by 57% since last September.
Also, growth continues at a rapid pace. Its 2025 revenue of $22.9 billion increased by 36% yearly, with all three businesses posting double-digit growth. Moreover, with cost and expense growth not keeping pace with revenue, Sea reported more than $1.6 billion in net income, a 260% yearly increase.
What's more, its P/E ratio is 33, a level near multiyear lows and one that arguably makes the stock inexpensive given its growth. Considering the discounted stock price and this relatively low valuation, investors should think about buying shares.
3. Palo Alto Networks
Palo Alto Networks (NASDAQ: PANW) has become a cybersecurity leader by taking a generalist approach, working to protect endpoints while also developing strengths in network and hardware security. Moreover, Palo Alto works with companies that have both cloud and on-premise IT infrastructure that need protection, offering more flexibility than many other platforms.
Despite its offerings, IT companies have numerous choices due to the intense competition in this industry. Additionally, AI anxiety is hammering the sector as current cybersecurity products can't protect against some advanced AI applications. Amid its purchases of CyberArk and Chronosphere, investors also have questions about how well Palo Alto will integrate these assets into its ecosystem.
Still, its stock has fallen 30% since last October. Also, growth has stayed at a steady pace. In the first half of fiscal 2026 (ended Jan. 31), its $5.1 billion in revenue rose by 15% from year-ago levels.
Costs and expense increases lagged its revenue growth, which led to net income of $766 million in the first two quarters of fiscal 2026, a 24% yearly rise. This makes it one of the few cybersecurity companies currently earning a profit.
Admittedly, at a P/E ratio of 86, it is not a cheap stock. Nonetheless, rising profits should bring down that earnings multiple, and with a price-to-sales (P/S) ratio of 11, Palo Alto is likely the stock to own in this space.
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Will Healy has positions in Sea Limited. The Motley Fool has positions in and recommends Adobe, Figma, and Sea Limited. The Motley Fool recommends Palo Alto Networks and recommends the following options: long January 2028 $330 calls on Adobe and short January 2028 $340 calls on Adobe. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

3 Genius AI Stocks You'll Regret Not Buying During This Sell-Off

MercadoLibre MELI remains a key player in Latin America's digital commerce and fintech landscape, supported by continued expansion across logistics, payments and credit. MELI has been scaling its ecosystem through sustained investments aimed at improving delivery speed, increasing platform engagement and deepening financial services adoption. These efforts have supported transaction growth and user activity across key markets. The platform has also benefited from rising adoption of AI-led tools across advertising, payments and merchant services, improving efficiency and monetization potential.
However, this expansion phase has also introduced pressure on profitability, as investments in shipping, fulfillment and credit scaling have increased operating costs. While these initiatives are intended to strengthen MELI's long-term positioning, the near-term financial impact reflects a balance between growth and margin stability. The stock is trading below its 50-day and 100-day moving averages, indicating subdued momentum. Let's delve deeper to understand how to play the stock at current levels.
MELI Trades Below 50-Day & 100-Day SMAs
Image Source: Zacks Investment Research
MELI Deepens Investment Cycle
MELI continues to deepen its investment cycle across logistics, fintech and technology to strengthen ecosystem engagement. Lowering Brazil's free shipping threshold for the third consecutive time reflects a deliberate effort to increase purchase frequency and user acquisition, backed by a R$23 billion logistics investment plan that has expanded its fulfillment distribution center count in Brazil from 10 to 21 units, extending same-day delivery coverage to 40% more cities. Items sold rose 45% year over year, and gross merchandise value in Brazil and Mexico grew 35% in the fourth quarter of 2025, indicating improved engagement and conversion trends. In March 2026, MELI announced a $3.4 billion investment plan for Argentina, 30% above its 2025 commitment, signaling that the investment cycle is broadening geographically.
The credit portfolio doubled year over year to $12.5 billion, with 3 million credit cards issued in the fourth quarter of 2025, and assets under management reaching $19 billion, highlighting increasing adoption of financial products. Underpinning this growth is a concurrent deployment of capital across fulfillment infrastructure, cross-border trade, first-party commerce and credit expansion, a multi-front investment posture that intensifies competition with NuBank (NU), which continues to scale digital banking and credit offerings across the region.
Technology investments, particularly in advertising, are beginning to show clearer monetization benefits. Advertising revenues grew 67% on a foreign exchange-neutral basis in the fourth quarter of 2025, supported by AI-led bidding and campaign tools. AI is improving acquisition efficiency and powering the Mercado Pago assistant, which is resolving 87% of user interactions without human intervention. Sustaining this momentum requires continued investment to compete with Amazon's AMZN scale in fulfillment and Sea Limited's SE push across emerging markets.
Rapid Growth Momentum Hits MELI's Margins
Incremental growth is currently being driven by higher spending rather than operating leverage, with logistics, credit and cross-border investments collectively contributing a 500 to 600 basis point drag on margins even as revenues grew 45% year over year in the fourth quarter of 2025. Lower shipping thresholds and expanded fulfillment capacity have increased operating expenses, and while the network is improving unit cost efficiency, the full benefit of that leverage remains ahead.
Fintech expansion adds another layer of pressure. Rapid credit scaling across three markets requires upfront provisioning and funding costs that delay profitability at the portfolio level. Credit card non-performing loans fell to an all-time low of 4.4%, and older Brazilian cohorts are already net interest margin after loss positive, but the earnings contribution from newer cohorts remains back-ended.
Despite near-term margin headwinds, the Zacks Consensus Estimate for 2026 revenues is pegged at $38.81 billion, indicating year over year growth of 34.32%, while the consensus mark for EPS is pegged at $51.50, representing growth of 30.71% year over year. This trajectory suggests that MELI's investments are expected to continue generating top-line momentum even as the path to margin normalization remains gradual.
MercadoLibre, Inc. Price and Consensus
MELI Trades at Premium Valuations
At a forward price-to-earnings multiple of 31.45x, MELI trades at a meaningful premium to its industry average of 22.96x and its sector average of 24.54x. The premium also stands out against peers, with Amazon trading at 28.5x, Sea Limited at 16.33x and NuBank at 15.45x.
While Amazon supports a comparable premium through demonstrated margin expansion, Sea Limited and NuBank trade at more modest multiples, reflecting different growth and investment profiles. MELI's valuation places it in a category where the market is pricing in ecosystem potential that is still in the process of being converted into earnings.
MELI’s P/E F-12m Valuation
Image Source: Zacks Investment Research
Conclusion
MELI's long-term thesis remains intact across commerce, fintech and advertising, but the investment cycle is still active, margin recovery is back-ended, and the stock is yet to fully reflect the returns on its ongoing capital deployment. Existing investors are best served holding current positions given the underlying business momentum, while new investors may find better risk-reward in waiting 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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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

MercadoLibre Balances Scale and Profitability: Hold or Fold the Stock?

MercadoLibre MELI is scaling its commerce ecosystem through aggressive shipping investments, with a clear focus on lowering delivery friction to drive user adoption and engagement. The company has more than doubled its fulfillment distribution center count in Brazil, expanding from 10 to 21 units as part of a R$23 billion logistics investment plan, increasing same-day delivery coverage to 40% more cities. In March 2026, MELI announced a $3.4 billion investment plan for Argentina, approximately 30% above its 2025 commitment, directed toward logistics infrastructure, technology and fintech expansion. These moves signal that the shipping investment cycle is broadening across geographies rather than tapering.
The volume response to these investments has been tangible. Gross Merchandise Volume grew 36.8% year over year in the fourth quarter of 2025, alongside a sharp increase in items sold, reflecting higher transaction intensity across the platform. The logistics network absorbed a 41% rise in shipment volumes during 2025 while maintaining delivery performance, with nearly 75% of fast shipments delivered within 48 hours. Early signs of cost optimization are emerging as unit shipping costs declined 500 basis points on a year-over-year basis in Brazil in the fourth quarter of 2025, indicating that scale efficiencies are beginning to offset part of the upfront investment burden.
However, shipping subsidies and fulfillment expansion, combined with cross-border trade and first-party retail initiatives, contributed to a 500 to 600 basis point impact on operating margins in the fourth quarter of 2025. The Zacks Consensus Estimate for MELI's first quarter of 2026 commerce revenues is pegged at $4.5 billion, up 36.6% year over year, suggesting that shipping-driven momentum is expected to persist. Whether that growth proves sustainable will ultimately depend on how effectively MELI converts its expanding logistics footprint into durable margin improvement over time.
Competitive Landscape Adds Pressure on MELI
MELI's logistics expansion is unfolding against rising competitive intensity in its core markets. Sea Limited SE is advancing rapidly through Shopee's localized SPX Express network, offering fast and low-cost shipping across Brazil and Mexico. Amazon AMZN is simultaneously deepening its regional warehousing and same-day delivery capabilities, targeting buyer segments where MELI has historically dominated.
Both Sea Limited and Amazon are investing aggressively in the same geographies and delivery capabilities as MELI. The pace at which MELI widens its logistics efficiency gap over Sea Limited and Amazon will be a key determinant of whether its volume-led strategy builds a durable moat or simply offsets a rising competitive cost base.
MELI’s Share Price Performance, Valuation and Estimates
MELI shares have declined 11.9% in the year-to-date (YTD) period, while the Zacks Internet–Commerce industry and the Zacks Retail-Wholesale sector have plunged 13.8% and 5.1%, respectively.
MELI’s YTD Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, MELI stock is currently trading at a forward 12-month Price/Sales ratio of 2.19X compared with the industry’s 1.74X. MELI has a Value Score of B
MELI's Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for MELI’s 2026 earnings is pegged at $51.50 per share, down by 9.6% over the past 30 days, but indicating a 30.71% year-over-year increase.
MercadoLibre, Inc. Price and Consensus
MercadoLibre stock 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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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

MELI's Shipping Investments Accelerate Volume: Is Growth Sustainable?

Key Points
Investors are worried about new competition facing MercadoLibre.
Margins are falling as it invests in the business.
It still has a long growth runway.
MercadoLibre (NASDAQ: MELI) has been the top stock to own on the market for most of its history.
Since its IPO, the Latin American e-commerce company has delivered stock growth of 5,500%. However, recently the stock has pulled back sharply on concerns about competition from the likes of Amazon and Sea Limited's Shopee, and margins have fallen as it steps up investments in logistics and other initiatives.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
With the stock now down 40% from its peak, here's how investing $5,000 in the stock could double your money over the next few years.
Where MercadoLibre stands today
MercadoLibre has delivered strong top-line growth over its history, and that continued into the fourth quarter with revenue up 45% to $8.76 billion.
However, operating margins did decline, falling from a 14.6% in the quarter a year ago to 10.1%, which the company attributed to its strategic investments in free shipping, first-party e-commerce, cross-border trade, and its credit card business.
While the sell-off is understandable, the top-line growth shows that MercadoLibre is still chasing a large growth opportunity as it expands into new markets in Latin America and further penetrates its core markets like Brazil, Mexico, and Argentina.
MercadoLibre has also built an impressive set of competitive advantages, including its third-party marketplace, digital payments and fintech business, logistics business that delivers customer orders, and a credit business. Much like Amazon, those businesses are interconnected, reinforce each other, and are difficult to replicate. The company also has its own subscription membership program, MELI+, that offers similar benefits to Amazon Prime, including free delivery.
Can MercadoLibre bounce back?
Investor sentiment has soured since the war in Iran began, and higher oil prices are going to pressure e-commerce and logistics companies. However, the company has fended off competition from Amazon and others in the past, and investors may need to see evidence that it can do it again. In order for the stock to start recovering, investors may need to see its operating margin expanding again, or at least stabilizing.
MercadoLibre doesn't provide guidance, which is likely adding to those concerns, which means that investors will need to assess each quarter at a time.
Still, it's a mistake to think that a company growing sales by 45% in a developing market is at risk of being disrupted. MercadoLibre isn't cheap, but at a price-to-earnings ratio of 40, the stock seems well-priced for its growth potential.
Should you buy stock in MercadoLibre right now?
Before you buy stock in MercadoLibre, 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 MercadoLibre 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 $503,861!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,026,987!*
Now, it’s worth noting Stock Advisor’s total average return is 884% — a market-crushing outperformance compared to 179% 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 March 28, 2026.
Jeremy Bowman has positions in Amazon and MercadoLibre. The Motley Fool has positions in and recommends Amazon, MercadoLibre, and Sea Limited. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

MercadoLibre Stock Is on Sale. Here's What $5,000 Invested Today Could Do for Your Portfolio.

In this video, I will cover UiPath and Rubrik's earnings report. I will also talk about Nu Holdings (NYSE: NU), Sea Limited, and Dlocal, and why I believe these are cheap stocks to buy right now. Watch the short video to learn more, consider subscribing, and click the special offer link below.
*Stock prices used were from the trading day of March. 13, 2026. The video was published on March. 13, 2026.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Should you buy stock in Nu Holdings right now?
Before you buy stock in Nu Holdings, 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 Nu Holdings 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 $495,179!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,058,743!*
Now, it’s worth noting Stock Advisor’s total average return is 898% — a market-crushing outperformance compared to 183% 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 March 23, 2026.
Neil Rozenbaum has positions in DLocal, Nu Holdings, and Rubrik. The Motley Fool has positions in and recommends Nu Holdings, Rubrik, Sea Limited, and UiPath. The Motley Fool recommends DLocal and recommends the following options: long January 2027 $7 calls on DLocal and short January 2027 $10 calls on DLocal. The Motley Fool has a disclosure policy. Neil 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.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

3 Growth Stocks Won't Be This Cheap For Long

Key Points
Oracle is in a strong position for growth even if the OpenAI partnership does not live up to expectations.
Despite fears, Sea Limited continues to report massive growth numbers.
In today's uncertain economic environment, several tech stocks once regarded as high-flyers have sold off. Amid high capital expenditure (capex) costs and uncertainty as to how artificial intelligence (AI) will affect the tech landscape, many investors have soured on the sector.
Fortunately, the sell-off could be a blessing in disguise for investors who wanted to buy into tech but felt valuations were too frothy. As many stocks trade at a significant discount, it may be time to consider these two tech stocks.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Oracle
Perhaps no stock over the last few months has seen a more dramatic reversal of fortune than Oracle (NYSE: ORCL). The stock was riding high after it formed a $300 billion partnership with OpenAI that sent its stock soaring in 2025.
However, hope gave way to skepticism as the year ended and 2026 began, as some questioned whether OpenAI could live up to its end of the bargain. Moreover, investors are balking at Oracle's massive debt and its spending spree to keep up with the heavy demand for its lower-cost AI infrastructure.
Additionally, it has already run up nearly $135 billion in debt and plans to spend an additional $50 billion on capex in 2026.
Investors likely overreacted to Oracle's situation and caused a sell-off that wiped out more than half of the stock's value. Oracle recently delivered encouraging news in its earnings report for the third quarter of fiscal 2026 (ended Feb. 28). Its backlog has grown to $553 billion, with an 84% increase in cloud infrastructure revenue suggesting those bookings are increasingly translating into revenue.
Amid the negativity, Oracle's price-to-earnings (P/E) ratio has fallen to 28, and looking ahead, the forward P/E ratio of 21 indicates the stock has moved into oversold territory. Hence, as more of the backlog turns into revenue, Oracle could see a recovery as investors return to the stock.
Sea Limited
Another stock that has arguably become oversold is Sea Limited (NYSE: SE). The Southeast Asian tech conglomerate often gets compared to Amazon or MercadoLibre as it supports a market-leading e-commerce business in Southeast Asia, coupled with fintech and gaming segments.
Unfortunately, margin pressures and the massive growth in its loan volume appear to have spooked investors. Since peaking last September, the stock price has fallen more than 55%.
Still, the lower margins in its e-commerce segment came as it expanded its VIP program, which will probably tie more customers to its ecosystem in the long run.
Moreover, lenders that Sea partners with like the way its fintech segment, Monee, utilizes AI to better evaluate borrowers. It's an approach that could expand loan volumes while keeping bad loan risks in check. Also, the gaming segment Garena, which took a huge hit during the pandemic, now reports rising bookings growth.
With these results, revenue grew 36% in 2025. Garena's revenue increased by 26%, while revenue surged 60% for Monee. Shopee's revenue was up 33% over the same time frame.
Also, thanks to the pullback in the stock price, its P/E ratio is now 33. Considering that expected growth in 2026 takes the estimated forward P/E ratio to 22, that low earnings multiple and the rapid growth could foster a rebound in the stock price.
Should you buy stock in Oracle right now?
Before you buy stock in Oracle, 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 Oracle 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 $510,710!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,949!*
Now, it’s worth noting Stock Advisor’s total average return is 929% — a market-crushing outperformance compared to 186% 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 March 19, 2026.
Will Healy has positions in MercadoLibre and Sea Limited. The Motley Fool has positions in and recommends Amazon, MercadoLibre, Oracle, and Sea Limited. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

2 Beaten-Down Tech Stocks Coiled for a Massive Rebound

Key Points
Sea Limited is a triple threat with booming e-commerce, digital financial services, and gaming businesses.
Its revenue growth accelerated for the second straight year in 2025, and its profits rocketed higher.
Sea stock is trading at an extremely attractive valuation, which could open the door to significant upside.
The benchmark S&P 500 index is off to a rocky start to 2026, having lost around 5% of its peak value. With geopolitical tensions and economic uncertainty on the rise, this sell-off could morph into a correction of 10% or more. But throughout history, the S&P 500 has always recovered to new record highs over the long term, so dips usually represent buying opportunities for investors.
For that reason, I bought Sea Limited (NYSE: SE) stock earlier this month. It's a Singapore-based technology powerhouse operating three core businesses in the e-commerce, gaming, and digital financial services segments. Its stock has heavily underperformed the market lately, declining by a whopping 56% from its 52-week high.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
But I think it's a solid buy based on its extremely attractive valuation, and the company's rapid financial growth.
A triple threat in the digital economy
Sea owns Shopee, which is the largest e-commerce platform in Southeast Asia. It processed 13.9 billion orders worth $127.4 billion during 2025, and both numbers were record highs. Sea is squeezing more revenue out of Shopee over time by selling digital ads on the platform. It's also improving its logistics network to deliver products to customers much faster, which in turn leads to more orders.
Then there is Sea's digital financial services platform, Monee. It lends money to Shopee merchants to help them grow their business, and it also offers buy now, pay later loans to consumers to supercharge their purchasing power. Monee had 37 million active borrowers at the end of 2025, growth of 40% year over year. They held $9.2 billion in loans, which was up by a whopping 80%.
Sea's third and final business segment is digital entertainment, which is home to the company's Garena game development studio. Garena is responsible for some of the world's most popular mobile games, including Free Fire, Call of Duty: Mobile, and EA Sports FC. The studio served over 633 million users during the fourth quarter of 2025, which was a modest increase from the same period in 2024.
Sea's revenue growth is accelerating
Sea generated a record $22.9 billion in total revenue during 2025, representing a 36.4% year-over-year increase. That growth rate accelerated for the second straight year, which highlights the company's incredible momentum. Here's how its 2025 revenue was broken down.
Segment
2025 Revenue
Year-Over-Year Growth
E-commerce (Shopee)
$16.6 billion
33.4%
Digital financial services (Monee)
$3.8 billion
60.1%
Digital entertainment (Garena)
$2.4 billion
26.1%
Although the e-commerce business is clearly Sea's largest source of revenue, it operates on very thin profit margins because it aims to give customers the lowest possible prices. But it made progress in 2025, with $880.6 million in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA), which is Sea's preferred measure of profitability. That was up by a whopping 465% compared to 2024.
With that said, the digital financial services and digital entertainment segments generated a combined $2.7 billion in adjusted EBITDA for the year on significantly less revenue. This is the benefit of operating such a diversified group of businesses.
Overall, Sea had a massive year at the bottom line, even on a generally accepted accounting principles (GAAP) basis. The company delivered $1.6 billion in net income, which was up by 259% compared to 2024.
Sea stock looks cheap right now
Following the 56% decline from its 52-week high, Sea stock is trading at a very attractive valuation. Its price-to-sales (P/S) ratio is just 2.3, which is a significant discount to its long-term average of 8.7, dating back to when the stock went public in 2017. Moreover, Wall Street's consensus estimate (provided by Yahoo! Finance) suggests that Sea could grow its revenue to $28.9 billion during 2026, placing its stock at a forward P/S ratio of just 1.7.
That means Sea stock would have to soar by almost 400% by the end of 2026 just to trade in line with its long-term average P/S ratio of 8.7. I'm not suggesting that will happen, but I think there is clearly room for upside from here.
Finally, one of the other reasons I invested in Sea is its incredibly strong balance sheet. The company ended 2025 with $11.1 billion in cash and equivalents on hand against just $510 million in debt, so it has a substantial amount of resources at its disposal. That cash position is improving because of Sea's surging profits, so there is nothing stopping management from investing aggressively in growth from here.
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 $508,877!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,115,328!*
Now, it’s worth noting Stock Advisor’s total average return is 936% — a market-crushing outperformance compared to 189% 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 March 19, 2026.
Anthony Di Pizio has positions in Sea Limited. The Motley Fool has positions in and recommends Sea Limited. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	78.05 20.20
Price/Sales	3.24 0.67
P/B	10.62 1.88
P/FCF	15.59 14.24

Indicator	TTM Median
ROE	15.16 14.46
ROA	5.79 4.93
ROI	11.16 8.43
Net Worth	68.93 0.88
Quick Ratio	1.42 0.89
Current Ratio	1.44 1.44

Indicator	TTM Median
Net Profit Margin	6.78 5.58
Operating Margin	8.20 8.31
Gross Margin	44.92 38.46
Return on tangible equity	15.37 21.77

Indicator	TTM Median
EPS	0.00 0.45
EPS Forecast	0.26 0.42
Revenue	5.26B 186.50M
Gross Profit	2.60B —
EBITDA	476.00M —

Sea Limited

Recent quarterly and TTM performance

Valuation

Debts

Efficiency

Other ratios

Revenue