Added to YB: 2025-11-04
Pitch date: 2025-10-30
MELI [neutral]
MercadoLibre, Inc.
-17.19%
current return
Author Info
Expanse Stocks is a research-driven newsletter on equities & long-term investing. Sign up for the newsletter.
Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$102.2B
Pitch Price
$2.4K
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.25
P/E
49.21
EV/Sales
4.12
Sector
Broadline Retail
Category
growth
Mercado Libre Q3 2025
MELI (earnings): Brazil shipping threshold cut R$79→R$19 drove 29% user growth (fastest since Q1 2021), 42% items sold growth vs margin compression. Unit shipping costs fell 8% despite 28% volume surge showing operating leverage. Credit portfolio $11B, 83% YoY growth, stable 6.8% NPLs. 39% revenue growth at $16.5B quarterly run rate.
Read full article (4 min)