Added to YB: 2026-10-15
Pitch date: 2026-10-13
MELI [neutral]
MercadoLibre, Inc.
-0.32%
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
$1.9K
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.23
P/E
51.50
EV/Sales
2.94
Sector
Broadline Retail
Category
growth
Mercado Libre: The strongest moat in Latin America
MELI (pass): Mercado Libre’s integrated e-commerce, logistics and fintech ecosystem creates a strong Latin American moat, but the $95B valuation — 51x earnings, 3x sales and 23x EV/EBITDA — offers insufficient margin of safety. Subjective 2036 estimates value the company at $277B-$345B, implying only an 11.3%-13.8% CAGR while requiring strong execution across both businesses for a decade.
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