Added to YB: 2025-01-31
Pitch date: 2025-01-30
MELI [bullish]
MercadoLibre, Inc.
+3.38%
current return
Author Info
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Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$105.2B
Pitch Price
$1.9K
Price Target
2.2K (+9%)
Dividend
N/A
EV/EBITDA
25.94
P/E
50.64
EV/Sales
4.24
Sector
Broadline Retail
Category
growth
I'm Doubling Down on MELI. Here's Why: MercadoLibre, Inc. ($MELI) Deep Dive
MELI: LatAm e-commerce leader, 25% market share. Strong ecosystem (e-commerce, fintech, logistics) drives monetization. 43% revenue CAGR since 2014, 50% ROE. Trading at 30x P/E 2026E. Risks: competition, currency volatility, credit risk. $2,200 price target (Dec 2025), 10.2% WACC, 5.6% perpetuity growth.
Read full article (16 min)