Professional
Added to YB: 2026-04-20
Pitch date: 2026-02-28
MELI [neutral]
MercadoLibre, Inc.
+9.16%
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
$94.1B
Pitch Price
$1.7K
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.03
P/E
47.11
EV/Sales
3.43
Sector
Broadline Retail
Category
growth
Lakehouse Global Growth Fund Portfolio Holding: MercadoLibre, Inc.
MELI (holding update): LATAM e-commerce/fintech leader, rev +45% QoQ (vs 39% prior), 7x rev growth to $28B over 5yrs. LatAm e-comm penetration ~50% of US/UK/China, long runway ahead. Near-term margin compression from lower free shipping threshold in Brazil driving buyer acquisition & share gains. Trading cheapest since GFC at 2.5x fwd sales, 30x fwd EPS despite ~40% rev growth. AI integration: 87% customer support via Mercado Pago AI assistant, personalized search/ads.
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