Professional
Added to YB: 2026-04-20
Pitch date: 2026-04-03
MELI [bullish]
MercadoLibre, Inc.
-3.99%
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
$86.0B
Pitch Price
$1.7K
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.72
P/E
44.77
EV/Sales
2.91
Sector
Broadline Retail
Category
growth
JDP Survivor & Thriver Fund New Position: MercadoLibre, Inc.
MELI (new position): Dominant LatAm e-commerce/fintech platform; 28 straight quarters of 30%+ rev growth, Q4 GMV $19.9B (+37% YoY), 83.2M buyers (+24%). Mercado Pago: 77.9M MAU, $18.8B AUM (+78%), $12.5B credit portfolio (+90%). At $1,600/share, ~1x GMV, 18x est 2026 EPS despite 25%+ growth runway. LatAm e-comm penetration half US/China levels, under-banked region (20% Mexicans have credit cards). Stock down 40% on macro/EM selloff despite strong fundamentals.
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