Added to YB: 2026-02-19
Pitch date: 2026-02-15
MELI [bullish]
MercadoLibre, Inc.
-15.06%
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
$78.4B
Pitch Price
$2.0K
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.03
P/E
40.84
EV/Sales
2.68
Sector
Broadline Retail
Category
growth
Mercado Libre Deep Dive – Big Opportunity for an Excellent Compounder?
MELI: 27 straight qtrs of 30%+ YoY rev growth in underpenetrated LATAM e-commerce (14-15% vs 25% US). Op profit $100M→$3B in 5yrs but stock only +30% total. Trades lowest ever EV/EBIT at 30x despite growth. 94% packages via own logistics, Pago fintech processes more off than on-platform. Est FV $2700-2800 (PT $2288, 16% upside). Risks: macro downturn, credit losses, competition from Shopee/Temu
Read full article (14 min)