Added to YB: 2026-03-23
Pitch date: 2026-03-20
MELI [neutral]
MercadoLibre, Inc.
Author Info
No bio for this author
Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$84.5B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.91
P/E
42.32
EV/Sales
3.10
Sector
Broadline Retail
Category
growth
Mercado Libre Stock Breakdown
MELI (overview): LATAM e-commerce/fintech leader, 121M buyers across 18 countries. Q4 rev +45% YoY to $28.8B. Commerce 56% rev (34% growth), fintech 44% (46% growth). Dominates vs Amazon/Shopee via logistics + Mercado Pago credit (79M MAUs). 23% NIMAL on loans despite 25% default reserves. Lowered free shipping to R$19 to defend share. Estimates $7.7-12.4B mature EBIT in 3yrs at 20% growth. Trading 44x trailing P/E, could hit 7-11x mature margins. Upside 81-171% on 20-30x exit multiple. Risks: competition (Shopee/Amazon/Nubank), credit losses, regulation, macro shocks.
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