Added to YB: 2025-01-17
Pitch date: 2025-01-16
MELI [bullish]
MercadoLibre, Inc.
+7.43%
current return
Author Info
FluentInQuality invests in high-quality businesses that generate steady and sustainable cashflows, proven track records, and the potential to act as a true compounding machines over the long run. Sign up for the newsletter.
Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$105.2B
Pitch Price
$1.9K
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.94
P/E
50.64
EV/Sales
4.24
Sector
Broadline Retail
Category
growth
I Bought This High-Quality Compounder! - MercadoLibre, Inc.
MELI: E-commerce/fintech leader in LatAm. Q3 rev +35.1% YoY ($5.31B), FXN +103%. Marketplace GMV +14% (FXN +71%), items sold +28%. Fintech MAU +35%, AUM +93%, credit portfolio +65%. Investing in fulfillment, tech. Margins down due to expansion. High-conviction 8% portfolio position.
Read full article (5 min)