Added to YB: 2026-03-25
Pitch date: 2026-03-22
MELI [neutral]
MercadoLibre, Inc.
-3.03%
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
$82.9B
Pitch Price
$1.7K
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.55
P/E
41.53
EV/Sales
3.05
Sector
Broadline Retail
Category
growth
3 Lessons from 'Stock Master Maestros' + Watchlist Update - MercadoLibre, Inc.
MELI (watchlist): Down 22% YTD, 38% below 52w high post-earnings miss. Rev +47% YoY (FX-neutral), items sold +43%, 6.4M new customers Q4, but op margin fell 13.5%→10.1% as mgmt invests in Brazil free shipping, Mex/Arg digital banks, credit cards. Ecommerce penetration ~14% (vs 27-32% US/UK/China). MercadoPago AUM +78%. 30x fwd P/E, 40%+ rev growth, <9x P/FCF. Druckenmiller, Miller, Burry ($1200 PT) own/watching.
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