Added to YB: 2025-05-12
Pitch date: 2025-05-08
MELI [neutral]
MercadoLibre, Inc.
-16.87%
current return
Author Info
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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
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)