Added to YB: 2026-07-20
Pitch date: 2026-07-16
MELI [neutral]
MercadoLibre, Inc.
+6%
current return
Author Info
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$98.9B
Pitch Price
$1.8K
Price Target
2.6K (+37%)
Dividend
N/A
EV/EBITDA
23.89
P/E
53.08
EV/Sales
3.02
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)