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Added to YB: 2025-05-12

Pitch date: 2025-05-08

MELI [neutral]

MercadoLibre, Inc.

-16.87%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

Company Info

MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.

Market Cap

$105.2B

Pitch Price

$2.4K

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:
MercadoLibre Q1 2025 Earnings Analysis

MELI (earnings update): Q1 rev +37% YoY to $5.94B, beating est by 7.8%. EPS $9.74 (+25.5% above est). Op margin +0.7pp to 12.9%, but FCF margin -18.7pp to 12.8%. Fintech rev +43.3%, Commerce +32.3%. Argentina rev +124.7%. Strong in ads ($1B run rate), 1P (+100% YoY), supermarket (+65% YoY). Challenges: Brazil/Mexico margins, NIM compression.

Read full article (8 min)