Added to YB: 2025-08-08
Pitch date: 2025-08-06
MELI [neutral]
MercadoLibre, Inc.
-28.25%
current return
Author Info
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Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$78.4B
Pitch Price
$2.3K
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.03
P/E
40.84
EV/Sales
2.68
Sector
Broadline Retail
Category
growth
Show full summary:
MercadoLibre: The Tried and Tested Playbook
MELI (earnings update): Q2 GMV +21% YoY to $15.3B, unique buyers +25% to 71M. Mercado Pago MAUs +30% to 68M, AUM doubled to $13.8B. Credit portfolio +91% YoY to $9.3B with improving NPLs (6.7%). Revenue +34% to $6.79B, but margins compressed from free shipping expansion, 1P mix shift, and higher marketing costs with Neymar/Ronaldo campaigns.
Read full article (8 min)