Added to YB: 2026-07-14
Pitch date: 2026-07-11
MELI [neutral]
MercadoLibre, Inc.
+0.57%
current return
Author Info
HatedMoats identifies hated moats. I buy companies when the market panics. Contrarian investor focused on quality, value & long-term growth. Sign up for the newsletter.
Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$93.9B
Pitch Price
$1.9K
Price Target
2.0K (+7%)
Dividend
N/A
EV/EBITDA
22.49
P/E
48.91
EV/Sales
3.16
Sector
Broadline Retail
Category
value
MercadoLibre: Valuation Model
MELI (overview): SOTP model (Commerce+Payments FCFF, Credit residual-income) yields $1,980 base PT vs $1,807.83, ~9.5% upside. Fairly valued/slightly undervalued. Q1'26 Commerce +47.4%, Fintech +51.1% rev. Bear $1,020/bull $3,515. Key swings: mature margins, WACC, Credit equity needs.
Read full article (11 min)