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Added to YB: 2025-05-20

Pitch date: 2025-05-17

MELI [neutral]

MercadoLibre, Inc.

-21.7%

current return

Author Info

No bio for this author

Company Info

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

Market Cap

$105.2B

Pitch Price

$2.6K

Price Target

3.5K (+73%)

Dividend

N/A

EV/EBITDA

25.94

P/E

50.64

EV/Sales

4.24

Sector

Broadline Retail

Category

growth

Show full summary:
MercadoLibre Is Crushing It — But I’m Not Buying (Yet)

MELI (earnings update): LatAm e-commerce & FinTech leader; 67M buyers (+26% YoY), 64M FinTech users (+31% YoY). Q1 GMV +17% to $13.3B, TPV +43% to $58.3B. Revenue $5.9B (+37% YoY), op income $763M (+45%), 12.9% margin (+70bps). Trading at 52x FY25 earnings (PEG 1.6x). Target $3,492 by 2027 (12% annual return).

Read full article (8 min)