Added to YB: 2025-08-11
Pitch date: 2025-08-07
MELI [neutral]
MercadoLibre, Inc.
-14.05%
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
$2.3K
Price Target
3.5K (+76%)
Dividend
N/A
EV/EBITDA
25.94
P/E
50.64
EV/Sales
4.24
Sector
Broadline Retail
Category
growth
Ignore the EPS Miss — MercadoLibre's Long-Term Thesis Has Never Looked Better
MELI (earnings update): Q2 revenue +34% YoY beat est. despite mixed EPS. E-commerce thriving: unique buyers +25%, items sold +31%, GMV +21%. FinTech even stronger: TPV +39%, users +30%, credit portfolio +91%. Free shipping expansion accelerating Brazil GMV. Strong moat with 44% ROE, 27% ROIC. Trade at 48x FY24E, 18% IRR potential through 2027. Potential 3.6x by 2032.
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