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Added to YB: 2025-09-17

Pitch date: 2025-09-14

MELI [neutral]

MercadoLibre, Inc.

-13.77%

current return

Author Info

Company Info

MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.

Market Cap

$105.2B

Pitch Price

$2.3K

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:
The hidden box of MercadoPago

MELI (update): Beyond e-commerce/fintech facade lies hidden profitability lever - MercadoPago's float from 30M+ interest-bearing accounts. In high-rate LatAm economies (vs zero rates in US/EU), idle user balances generate significant financial income multiplied across millions of users. Creates Berkshire-style float advantage.

Read full article (3 min)