Added to YB: 2025-08-07
Pitch date: 2025-08-05
MELI [neutral]
MercadoLibre, Inc.
-17.43%
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
$2.4K
Price Target
2.5K (+24%)
Dividend
N/A
EV/EBITDA
25.94
P/E
50.64
EV/Sales
4.24
Sector
Broadline Retail
Category
growth
$MELI | MercadoLibre Q2 2025 Highlights
MELI (earnings update): Latin American e-commerce/fintech leader showing strong organic growth (53% revenue, 37% GMV, 61% TPV YoY FX-neutral) despite profit miss. Strategic investments driving margin compression: Brazil shipping threshold cut, 1P business expansion (+103% YoY), credit portfolio growth to $9.3B. Valuation: $2,100-$2,500 fair value range (45-55x 2026 P/E).
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