Added to YB: 2026-08-25
Pitch date: 2026-08-21
MELI [neutral]
MercadoLibre, Inc.
+1.1%
current return
Author Info
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Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$97.5B
Pitch Price
$1.9K
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.58
P/E
52.32
EV/Sales
2.98
Sector
Broadline Retail
Category
growth
Show full summary:
Mercado Libre Update: Overlooked Opportunity or Hidden Risk?
MELI (update): Op margin fell to 6.7% (-5.5pts y/y) as mgmt deliberately cut take rates/shipping to fend off Shopee, but rev +50% y/y ($10B/qtr), GMV +44% accelerating. Ad rev +62%, 10% of digital ad mkt. Credit book +75%; NIMAL 20.7%. ~$4.8B mature earnings, ~20x EV. Credit quality key risk.
Read full article (10 min)