Added to YB: 2025-10-13
Pitch date: 2025-10-09
MELI [bullish]
MercadoLibre, Inc.
-13.4%
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
$2.3K
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.25
P/E
49.21
EV/Sales
4.12
Sector
Broadline Retail
Category
growth
MercadoLibre: Dominant in LatAm E-Commerce and Fintech — So Why Is the Stock Lagging?
MELI: LatAm's dominant e-commerce+fintech platform. Q2 rev +33.8% YoY, Argentina +77% now 22% of rev, Mexico scaling efficiently. Forward EV/Sales ~3.6x vs 6.7x avg, Forward P/E 40x with 46.9% EPS growth forecast (1.0 PEG). Commerce take rate rose to 25.2%, fintech +40.3% YoY, NPLs >90 days improved to 18.5%. Strong moat, $1T TAM, 11% e-commerce penetration vs 85% physical retail opportunity.
Read full article (14 min)