Added to YB: 2026-04-29
Pitch date: 2026-04-27
MELI [bullish]
MercadoLibre, Inc.
-2.6%
current return
Author Info
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Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$93.2B
Pitch Price
$1.8K
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.85
P/E
46.69
EV/Sales
3.40
Sector
Broadline Retail
Category
growth
I Just Went All-In on Two Stocks. This Is the Second One. - MercadoLibre, Inc.
MELI: All-in position. Spawner like Amazon in early-stage LatAm market (e-comm penetration = US 9 yrs ago). Q4 rev +45% YoY to $8.8B, GMV $19.9B (+37%), 752M items sold (+43%). Fintech users 72.2M (+29%), AUM $15.1B (+89%). Ads +67%. Half of Mexico unbanked—Pago = infra for inclusion. LatAm e-comm $151B→$232B by 2028 (+54%). Mispriced as mature vs secular shift across 650M people. Founder-led, multi-layered moat, irreplicable platform.
Read full article (2 min)