Added to YB: 2026-05-12
Pitch date: 2026-05-09
MELI [bullish]
MercadoLibre, Inc.
-5.12%
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
$82.8B
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
$MELI thesis
MELI: LatAm e-commerce+fintech flywheel. Q1 rev $8.8B (+49% YoY), fastest since Q2'22. 84M buyers (+26%), Brazil +17M. 36% ROE, 51% gross margin, $2.1B OCF (+101%). Brazil GMV +38%, fintech TPV $87B (+50%). Credit book $14.6B (+87% YoY)—underappreciated digital bank play. ~34x fwd P/E, -31% from highs. Risks: credit 87% vs rev 49%, FX/macro, competition (AMZN/Shopee/TEMU), regulatory.
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