Added to YB: 2026-05-12
Pitch date: 2026-05-09
MELI [neutral]
MercadoLibre, Inc.
-5.12%
current return
Author Info
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Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$82.8B
Pitch Price
$1.6K
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.00
P/E
43.11
EV/Sales
2.81
Sector
Broadline Retail
Category
growth
Show full summary:
My Candid Take - $MELI
MELI (earnings): Q1 margin compression engineered, not external pressure. 67% from upfront provisioning on 87% YoY credit growth vs 49% rev growth—controllable lever. OCF +101% YoY to $2B; at $94B mkt cap = 10x P/OCF on next yr's OCF despite 100%+ growth. GMV accelerating with open runway. Downside covered by deep Latin America embeddedness & world-class mgmt
Read full article (4 min)