Added to YB: 2026-08-06
Pitch date: 2026-08-03
MELI [neutral]
MercadoLibre, Inc.
+1.74%
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
$95.7B
Pitch Price
$1.9K
Price Target
2.6K (+38%)
Dividend
N/A
EV/EBITDA
22.90
P/E
49.87
EV/Sales
3.22
Sector
Broadline Retail
Category
growth
$MELI: What Investors May Be Misreading Heading Into Earnings
MELI (overview): LatAm ecosystem (commerce, payments, credit, logistics). Credit book $14.6B (+87% YoY), NPL ~8% stable, NIMAL 17.8%. Bull: data-driven underwriting moat, Mexico share gains (26% incremental e-comm), Mercado Pago banking license, Full China strategy. Bear: loose underwriting/seasoning risk, margin compression. Wolf DCF FV $2,646 (44% upside); Hated Moats SOTP $1,980 (9.5%).
Read full article (8 min)