Added to YB: 2026-02-27
Pitch date: 2026-02-25
MELI [neutral]
MercadoLibre, Inc.
-2.8%
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
$1.8K
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.15
P/E
48.81
EV/Sales
3.55
Sector
Broadline Retail
Category
growth
MercadoLibre Earnings
MELI (earnings): Q4 rev $8.76B (+44.6% YoY) beat by 3.2%; EPS $11.03 missed -4.8%. GMV $19.9B (+36.8%), 752M items sold (+43.2%), 83.2M buyers (+23.6%). Fintech rev $3.78B (+50.9%), TPV $83.7B (+42.1%), 77.9M MAUs (+27.3%). Credit portfolio $12.5B (+90.3%); NPL >90d improved to 16.8%. FCF margin 54.6% (+11.4pps). Op margin 10.1% (-3.4pps) on shipping/credit invest. Brazil +47.9%, Mexico +55.6%.
Read full article (6 min)