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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

Show full summary:
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)