Professional
Added to YB: 2025-12-19
Pitch date: 2025-12-17
MELI [bullish]
MercadoLibre, Inc.
Author Info
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Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$97.1B
Pitch Price
N/A
Price Target
4.4K (+130%)
Dividend
N/A
EV/EBITDA
24.07
P/E
46.77
EV/Sales
3.93
Sector
Broadline Retail
Category
growth
Show full summary:
Graham & Doddsville Portfolio Holding: MercadoLibre, Inc.
MELI: At $2k/share (22x NTM EBITDA, 40x P/E), DCF shows 50-130% upside & 15-25% IRR over 10yr. Thesis: LatAm e-comm penetration ~10% vs developed mkts, MELI's scale/logistics moat, high-margin ads/credit monetization, Mercado Pago evolving to full fintech platform. Risks: competition, logistics profitability, credit cycle, regulation, FX.
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