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Added to YB: 2025-04-08

Pitch date: 2025-04-04

MELI [neutral]

MercadoLibre, Inc.

+13.94%

current return

Author Info

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Company Info

MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.

Market Cap

$102.2B

Pitch Price

$1.7K

Price Target

N/A

Dividend

N/A

EV/EBITDA

25.25

P/E

49.21

EV/Sales

4.12

Sector

Broadline Retail

Category

growth

Show full summary:
MercadoLibre: Dominant E-Commerce and Fintech Platform in Latin America

MELI (earnings update): LatAm e-commerce/fintech leader. Q4 rev +37% YoY, Commerce +44%, Fintech +29%. Record buyer/user growth. 67.3M buyers (+24% YoY), 61.2M fintech users (+34% YoY). Strong moat: logistics, network effect, brand. Undervalued at 3.9x EV/S, 41.5x P/E. NPLs improving. Risks: LatAm macro, Argentina inflation.

Read full article (12 min)