Added to YB: 2025-11-19
Pitch date: 2025-11-19
MELI [bullish]
MercadoLibre, Inc.
Author Info
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Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$93.5B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.69
P/E
50.20
EV/Sales
2.87
Sector
Broadline Retail
Category
growth
Show full summary:
Buying MercadoLibre: The Company Has Grown Into Its Valuation
MELI (new position): Initiating long after 5yr of flat stock w/ rev sextupling since 2020. 27 straight quarters of 30%+ growth (Q3 +39%), rev $26B to $50B est by 2028. Cheapest ever P/S ex-2008; 50x 2025 P/E justified by growth+margin expansion. Now profitable, 1P push, FinTech/banking optionality, LatAm political tailwinds (Milei, Brazil, Venezuela re-entry). ~$2,000/share.
Read full article (7 min)