Added to YB: 2026-08-13
Pitch date: 2026-08-11
MELI [neutral]
MercadoLibre, Inc.
-4.83%
current return
Author Info
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Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$98.4B
Pitch Price
$1.9K
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.77
P/E
52.79
EV/Sales
3.01
Sector
Broadline Retail
Category
growth
Meli Q2 2026
MELI (earnings): Q2'26 rev >$10B (+50% YoY, fastest in 4yrs), GMV +36% FXN, TPV +56% >$100B. EBIT margin 6.7%, -550bps YoY on deliberate CAC spend (BR take-rate cuts, card issuance J-curve, MX POS subsidies). Ecosystemic users +37%, AI cutting costs. $1.84B net cash. Risk: MX macro, credit book +75%.
Read full article (8 min)