Added to YB: 2026-10-07
Pitch date: 2026-10-01
MELI [bullish]
MercadoLibre, Inc.
+8.58%
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
$1.7K
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.23
P/E
51.50
EV/Sales
2.94
Sector
Broadline Retail
Category
growth
The $MELI Thesis Most Investors Are Missing
MELI (hold): MercadoLibre is a 20-year compounding thesis built on an expanding Latin American ecosystem spanning commerce, payments, credit, logistics and advertising. Quarterly revenue grew 50% year over year, and the roughly $87B market cap and 40x-ish earnings multiple are considered reasonable given the runway and reinvestment. The stock remains the investor’s largest holding after more than 15 years; risks include credit underwriting, competition, currencies, regulation and poor capital allocation.
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