Added to YB: 2026-02-26
Pitch date: 2026-02-23
MELI [bullish]
MercadoLibre, Inc.
-6.22%
current return
Author Info
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Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$97.5B
Pitch Price
$1.9K
Price Target
3.2K (+79%)
Dividend
N/A
EV/EBITDA
23.15
P/E
48.81
EV/Sales
3.55
Sector
Broadline Retail
Category
growth
The Amazon of the South: A Capital Compounding Machine & The Liquidity Pivot: From Wall Street to Main Street - MercadoLibre, Inc.
MELI: 'Amazon of the South' transitioning to high-margin phase monetizing massive logistics & fintech infrastructure. 26% YOY unique buyer growth, only 11% regional penetration vs 88% for Amazon in N.America. 43.6% revenue CAGR, 67% FCF CAGR, 21.5% ROIC, 30.9% 10-yr book value CAGR. LatAm e-commerce 15% penetration vs 30% US/40% China, industry growing 30%. DCF intrinsic value $2,450-$3,170 vs current price, assuming 15-25% growth. Risk: Shopee/Temu/Amazon competition, LatAm economic instability.
Read full article (19 min)