Added to YB: 2025-11-04
Pitch date: 2025-10-30
MELI [neutral]
MercadoLibre, Inc.
-15.12%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. 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
MercadoLibre Q3 2025 Earnings Analysis
MELI (earnings): Rev $7.4B (+39.5% YoY) beat by 3.3%, but EPS $8.32 missed -11.4%. Commerce GMV +28% YoY, 77M buyers (+26% YoY). Fintech rev +49% YoY, credit portfolio +83% YoY with improving NPLs. FCF margin 35% (+9pp YoY). Margins pressured by Brazil free shipping & credit card investments.
Read full article (8 min)