Added to YB: 2025-04-08
Pitch date: 2025-04-04
MELI [neutral]
MercadoLibre, Inc.
+13.94%
current return
Author Info
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Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$102.2B
Pitch Price
$1.7K
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.25
P/E
49.21
EV/Sales
4.12
Sector
Broadline Retail
Category
growth
MercadoLibre: Dominant E-Commerce and Fintech Platform in Latin America
MELI (earnings update): LatAm e-commerce/fintech leader. Q4 rev +37% YoY, Commerce +44%, Fintech +29%. Record buyer/user growth. 67.3M buyers (+24% YoY), 61.2M fintech users (+34% YoY). Strong moat: logistics, network effect, brand. Undervalued at 3.9x EV/S, 41.5x P/E. NPLs improving. Risks: LatAm macro, Argentina inflation.
Read full article (12 min)