Added to YB: 2025-08-07
Pitch date: 2025-08-05
MELI [neutral]
MercadoLibre, Inc.
-17.43%
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 Q2 2025 Earnings Analysis
$MELI (earnings update): Rev $6.79B (+33.8% YoY), beat by 2.3%. FCF margin 38.7% (+5.3pp YoY). Commerce take rate 25.2% (+1.7pp YoY), fintech rev +40.3%. Credit portfolio $9.35B (+90.6% YoY), NPL improving. EPS missed by 13.2%. Brazil reduced free shipping threshold to R$19, driving 34% YoY item growth. Margin pressure from marketing investments.
Read full article (8 min)