Added to YB: 2026-07-30
Pitch date: 2026-07-28
MELI [neutral]
MercadoLibre, Inc.
+1.12%
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
$94.4B
Pitch Price
$1.8K
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.61
P/E
49.18
EV/Sales
3.18
Sector
Broadline Retail
Category
growth
MercadoLibre Moat Analysis
MELI (overview): Bull thesis on 7 Powers moat despite margin decline. Scale: 650M items shipped 2025 (+45% YoY), unit shipping costs -11% Brazil Q4, -17% Q1'26. 121M active buyers network effect. Mercado Pago counter-positions banks w/ 100-120% benchmark yields vs 65%. High switching costs, top NPS, unique credit data, logistics process power. Verdict: moat strengthening.
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