Professional
Added to YB: 2026-03-13
Pitch date: 2026-03-06
MELI [neutral]
MercadoLibre, Inc.
-3.6%
current return
Author Info
No bio for this author
Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$88.3B
Pitch Price
$1.7K
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.75
P/E
44.23
EV/Sales
3.23
Sector
Broadline Retail
Category
growth
MercadoLibre ($MELI)
MELI (holding update): Latin America's dominant e-commerce + fintech w/ 100M buyers across 18 countries. 53% rev Brazil, 24% Mexico. 30%+ rev growth 28 consecutive qtrs, 26% GMV CAGR since 2016. eCommerce penetration 14% vs 27-32% US/UK/China = long runway. Op margin 3%→11% despite reinvesting in logistics/credit. 3rd largest regional digital advertiser, 7% share in mkt expected to 2x by 2029. Trades 2.0x FY27 EV/Sales (GFC trough levels). Net leverage 1.1x.
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