<- Go home

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

Show full summary:
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)