Added to YB: 2025-08-27
Pitch date: 2025-08-23
MELI [neutral]
MercadoLibre, Inc.
-16.76%
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:
Mercado Libre: Cementing LatAm Supremacy
MELI (earnings update): Q2 revenue +34% YoY to $6.8B, GMV +21% to $15.3B. Slashed Brazil free shipping threshold R$79→R$19, compressing commerce margins but accelerating items sold +34%. Fintech outpacing Nu with ARPAC at $14/month vs NU's $10, credit portfolio +91% to $9.3B, MAU +31%. Ad revenue +38%.
Read full article (5 min)