Added to YB: 2026-01-20
Pitch date: 2026-01-17
MELI [bullish]
MercadoLibre, Inc.
-16.53%
current return
Author Info
Expanse Stocks is a research-driven newsletter on equities & long-term investing. Sign up for the newsletter.
Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$87.0B
Pitch Price
$2.0K
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.45
P/E
43.55
EV/Sales
3.19
Sector
Broadline Retail
Category
growth
Top Picks 2026: Mercado Libre (MELI) — The LATAM Digital Economy Builder Disguised as E-commerce
MELI: LATAM digital economy builder, not just e-commerce. 24 consecutive years 20%+ growth, reaccelerating 30%+ revenue growth, yet trades 24x fwd EBIT (all-time low). Only 2% penetration of $1.3T TAM, 14% e-comm penetration vs 26% US/30% China. Fintech processes $200B+ annually, logistics spans 18 countries. Chaos = moat vs competitors.
Read full article (2 min)