Added to YB: 2026-10-07
Pitch date: 2026-10-02
MELI [neutral]
MercadoLibre, Inc.
+3.67%
current return
Author Info
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Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$95.9B
Pitch Price
$1.8K
Price Target
1.8K (-4%)
Dividend
N/A
EV/EBITDA
23.23
P/E
51.50
EV/Sales
2.94
Sector
Broadline Retail
Category
value
Compounder Watchlist, Edition 1: Ten Names, One Below Its Range - MercadoLibre, Inc.
MELI (monitor): MercadoLibre trades at $1,693.94 and 46.1x trailing earnings, within a $1,350-$1,800 fair-value range but 7.6% above its midpoint. Revenue grew 50%, yet the credit book expanded 75% as operating margin fell to 6.7%. The central uncertainty is whether credit losses remain controlled while lending outpaces revenue; the whole-portfolio 15-90 day NPL ratio was 7.0%.
Read full article (1 min)