Added to YB: 2026-06-16
Pitch date: 2026-06-11
MELI [bullish]
MercadoLibre, Inc.
+1.13%
current return
Author Info
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Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$80.6B
Pitch Price
$1.6K
Price Target
4.0K (+143%)
Dividend
N/A
EV/EBITDA
19.52
P/E
41.97
EV/Sales
2.75
Sector
Broadline Retail
Category
value
MELI: Revenue Up 49%, Stock Down 40% — in a High-Growth Stock, That Dip Is an Entry Point
MELI: Q1'26 rev +49% YoY to $8.85B, but op margin fell from 13.5% to 6.9% on deliberate credit provisioning (book +87% to $14.6B), Brazil free-shipping cut & 1P inventory—stock down 40% to ~$1,600 near 52-wk low. Trades 3x EV/sales (vs 10x avg), low-30s fwd P/E, PEG<1. 4-engine flywheel moat. Target ~$4,000 by 2031 (~20% IRR) on margin mean-reversion. Start 1-2%; Q2 in Aug key.
Read full article (8 min)