Added to YB: 2026-06-02
Pitch date: 2026-05-30
MELI [bullish]
MercadoLibre, Inc.
Author Info
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Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$86.0B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.72
P/E
44.77
EV/Sales
2.91
Sector
Broadline Retail
Category
growth
Show full summary:
Portfolio Review - May 2026 - Buy List: MercadoLibre, Inc.
MELI (added to position): Largest position, adding on weakness (-15% YTD, -33% 1yr) from deliberate margin pressure via reinvestment into underpenetrated LatAm. Q1'26 rev +49% YoY to $8.85B (fastest in ~4yrs), GMV +42%, fintech rev +51%, TPV +50%. EPS $8.23 below $8.8-9.7 est; no guidance, mgmt prioritizes LT leadership—proven 2-decade playbook.
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