Added to YB: 2026-03-25
Pitch date: 2026-03-22
MELI [bullish]
MercadoLibre, Inc.
+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
$83.1B
Pitch Price
$1.7K
Price Target
2.7K (+54%)
Dividend
N/A
EV/EBITDA
19.60
P/E
41.62
EV/Sales
3.05
Sector
Broadline Retail
Category
growth
5 Undervalued Heavy Moat Stocks I Will Be Buying - MercadoLibre, Inc.
MELI: Dominant LatAm e-commerce + fintech combo trading at lowest valuation ever despite 49% 5yr revenue CAGR. Rev +10% beat but margins compressed (11.1% op, 6.9% net) on logistics capex ($1.3B) & lower shipping threshold. Market pricing permanent compression; likely temporary as infra matures & higher-margin fintech scales. 20% growth to 2030, 15% net margin, 20x P/E = 60% upside. Conservative 10% margin still fair value vs current price.
Read full article (2 min)