Added to YB: 2025-09-24
Pitch date: 2025-08-31
MELI [neutral]
MercadoLibre, Inc.
-16.86%
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:
Lakehouse Global Growth Fund Portfolio Holding: MercadoLibre, Inc.
MELI (holding update): Q4 revenue +34% to $6.8B, GMV +21% to $15.3B, unique buyers +25% to 70.8M (fastest since Q1 2021). Ads biz +38% to $352M but only 2.3% of GMV vs Amazon's 7%, huge runway. Stock down on Brazil free shipping expansion hurting near-term margins, but strengthens long-term value prop.
Read full article (1 min)