Professional
Added to YB: 2025-05-30
Pitch date: 2025-03-31
MELI [neutral]
MercadoLibre, Inc.
+3.08%
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
$2.0K
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.94
P/E
50.64
EV/Sales
4.24
Sector
Broadline Retail
Category
growth
Loomis Sayles Global Growth Fund Portfolio Holding: MercadoLibre, Inc.
MELI (holding update): LatAm's largest e-commerce/fintech platform with 218M users (45% of region's internet users). Q4: revenue $6.1B (+96% YoY const currency), GMV $14.5B (+56%), operating margins 13.5% (+60bps). Commerce segment $3.5B (+106%), Fintech $2.5B (+84%). Strong FCF growth despite elevated investment in logistics expansion. Trading at significant discount to intrinsic value.
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