Added to YB: 2025-08-07
Pitch date: 2025-08-05
MELI [neutral]
MercadoLibre, Inc.
-17.43%
current return
Author Info
Expanse Stocks is a research-driven newsletter on equities & long-term investing. Sign up for the newsletter.
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
Mercado Libre Q2 2025
MELI (earnings update): Strong eCommerce growth w/ GMV +21% & active buyers +25% YoY. Strategic margin compression from 1P logistics & free shipping in Brazil (BRL19). Fintech shining: wallet MAUs +31% to 64M, credit book +91% to $9.3B. Ads +38% USD/+59% FXN with new Smart TV app. Solid ecosystem play as 85% LATAM retail still offline.
Read full article (3 min)