Added to YB: 2025-11-19
Pitch date: 2025-11-19
MELI [bullish]
MercadoLibre, Inc.
-11.79%
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
$95.9B
Pitch Price
$2.1K
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.23
P/E
51.50
EV/Sales
2.94
Sector
Broadline Retail
Category
growth
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)