Added to YB: 2026-03-04
Pitch date: 2026-03-02
MELI [neutral]
MercadoLibre, Inc.
+1.49%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$89.1B
Pitch Price
$1.7K
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.93
P/E
44.62
EV/Sales
3.26
Sector
Broadline Retail
Category
growth
My Stock Portfolio Review, February 2026 - MercadoLibre, Inc.
MELI (holding update): Q4 rev $8.76B (+44.6% YoY) beat by 3.2%; GMV $19.9B (+36.8%), 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). EPS $11.03 missed -4.8%. Margins compressed: gross 43.2% (-2.2pps), op 10.1% (-3.4pps), net 6.4% (-4.2pps) on shipping, credit expansion, 1P investments. Stock -4.7%.
Read full article (1 min)