Professional
Added to YB: 2024-08-09
Pitch date: 2024-08-05
MELI [bullish]
MercadoLibre, Inc.
+12.72%
current return
Author Info
No bio for this author
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Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$105.2B
Pitch Price
$1.8K
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.94
P/E
50.64
EV/Sales
4.24
Sector
Broadline Retail
Category
growth
Show full summary:
TGV Partners Sub-Fund Intrinsic Portfolio Holding: MercadoLibre, Inc.
MELI: LatAm e-commerce/fintech leader. 85M buyers, $45B GMV, $180B payment vol. 40% rev growth, expanding margins. Ads (70% growth, 60% EBIT) & credit (4B€ portfolio) driving profit. Potential $5B net profit in few years. $80B valuation. Founder owns 7%. E-commerce penetration in Brazil only 15%, signaling long-term growth potential.
Read full article (2 min)