Added to YB: 2026-08-10
Pitch date: 2026-08-06
MELI [neutral]
MercadoLibre, Inc.
+0.01%
current return
Author Info
No bio for this author
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Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$92.8B
Pitch Price
$1.8K
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.52
P/E
49.80
EV/Sales
2.85
Sector
Broadline Retail
Category
growth
Show full summary:
Mercado Libre Q2 – Simply amazing numbers
MELI (earnings): Q2 FY26 rev +50% YoY to $10.2B ($0.4B beat), EPS $9.19 ($0.25 beat) but -10.9% YoY vs capitulated bar. GMV +44%, TPV +56%. Credit de-risked: NIMAL 20.7%, NPL 7.0%. Red flag: op margin -550bps, COGS -470bps drag from free-shipping push. FCF -53%. Author holds, would add.
Read full article (13 min)