Professional
Added to YB: 2025-11-21
Pitch date: 2025-09-30
MELI [neutral]
MercadoLibre, Inc.
-14.01%
current return
Author Info
No bio for this author
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
Loomis Sayles Global Growth Fund Portfolio Holding: MercadoLibre, Inc.
MELI (holding update): Q4 rev $6.8B (+53% YOY), GMV $15.3B (+37%), fintech rev $3B (+63%). 218M users, 45% LatAm internet penetration. Op margins 12.2% (-210bps) due to shipping investments & credit provisions. Strong ecosystem moats, market share gains. Elevated investment cycle pressuring near-term profits but positioned for sustained growth. Trading at discount to intrinsic value.
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