Added to YB: 2025-05-20
Pitch date: 2025-05-17
MELI [neutral]
MercadoLibre, Inc.
-25.3%
current return
Author Info
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Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$96.8B
Pitch Price
$2.6K
Price Target
3.5K (+83%)
Dividend
N/A
EV/EBITDA
23.42
P/E
51.94
EV/Sales
2.96
Sector
Broadline Retail
Category
growth
MercadoLibre Is Crushing It — But I’m Not Buying (Yet)
MELI (earnings update): LatAm e-commerce & FinTech leader; 67M buyers (+26% YoY), 64M FinTech users (+31% YoY). Q1 GMV +17% to $13.3B, TPV +43% to $58.3B. Revenue $5.9B (+37% YoY), op income $763M (+45%), 12.9% margin (+70bps). Trading at 52x FY25 earnings (PEG 1.6x). Target $3,492 by 2027 (12% annual return).
Read full article (8 min)