Added to YB: 2026-04-13
Pitch date: 2026-04-09
MELI [neutral]
MercadoLibre, Inc.
+1.72%
current return
Author Info
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Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$89.9B
Pitch Price
$1.8K
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.11
P/E
45.04
EV/Sales
3.29
Sector
Broadline Retail
Category
growth
Rebound Watchlist: MercadoLibre, Inc.
MELI (watchlist): LatAm's Amazon+PayPal combo, down 34% from highs post-Q4 earnings. Rev $28.9B (+39% YoY) but EPS growth slowed to 4.5% on heavy logistics/credit investment. Brazil margin compression from lower free shipping threshold. $10.9B Brazil investment 2026 (+50% vs 2025). Mercado Pago evolving to full digital bank, nascent ad biz. Trades 32x fwd P/E. Awaits stable oligopoly proof vs Amazon/Shopee before entry.
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