Added to YB: 2026-08-14
Pitch date: 2026-08-12
MELI [neutral]
MercadoLibre, Inc.
-0.64%
current return
Author Info
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Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$92.7B
Pitch Price
$1.8K
Price Target
4.0K (+119%)
Dividend
N/A
EV/EBITDA
22.50
P/E
49.75
EV/Sales
2.85
Sector
Broadline Retail
Category
growth
Watchlist: MELI - MercadoLibre's $10bn Quarter
MELI (watchlist): Q2 rev $10.17bn (+50% YoY, +43% FX-neutral), GMV $21.9bn, TPV $101bn; stock fell 7% on margin fears (op margin 6.7%, -550bps YoY) as mgmt reinvests. Credit book +75% to $16.4bn; 90+ NPL rose to 18.7%—the key risk. DCF base $2,323 (+20%), bear $1,314, bull $4,002 at ~$1,900.
Read full article (15 min)