Added to YB: 2026-07-20
Pitch date: 2026-07-16
MELI [neutral]
MercadoLibre, Inc.
Author Info
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Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$94.2B
Pitch Price
N/A
Price Target
2.6K
Dividend
N/A
EV/EBITDA
22.55
P/E
49.04
EV/Sales
3.17
Sector
Broadline Retail
Category
growth
Show full summary:
MercadoLibre: 2026 Financial Model and Valuation Update
MELI (update): FY25 rev $28.9B +39% (vs 24% est), Q1'26 +49% fastest since 2022, but EBIT margin fell to 11% (7% Q1) on credit card buildout, free shipping, logistics; doubtful accts provision 11% of rev. DCF at 11% WACC, 15% terminal margin = $2,646 FV, 44% upside vs $1,843. New CEO. Bear: margin reset thru 2027.
Read full article (8 min)