Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
MELI
HoldFallen FavouriteMercadoLibre, Inc. · Consumer Cyclical · Uruguay · $99.7B · Avg Vol: $875M/d
COMPANY DESCRIPTION
MercadoLibre, Inc. operates a leading e-commerce ecosystem in Latin America, encompassing an online marketplace, a digital payments platform (Mercado Pago), logistics, and credit solutions. Its unparalleled scale and first-mover advantage across numerous markets, coupled with a comprehensive ecosystem, create strong network effects and customer loyalty. MercadoLibre is a dominant market leader, continuously expanding its integrated services across the region's digital economy.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 10.8B | 15.1B | 20.8B | 28.9B | 38.9% | 35.2B | 41.7B | 53.3B | 35.9% |
| EPS | 9.57 | 19.64 | 37.69 | 39.40 | 60.3% | 36.83 | 38.28 | 56.07 | 19.3% |
| Shares | 50.3M | 50.7M | 50.7M | 50.7M | +0.9% | 50.7M | — | — | — |
| Debt | 5.4B | 5.3B | 6.8B | 11.4B | 28.1% | 13.2B | — | — | — |
| Equity | 1.8B | 3.1B | 4.4B | 6.7B | 54.6% | — | — | — | — |
| Op CF | 2.9B | 5.1B | 7.9B | 12.1B | 60.3% | 13.9B | — | — | — |
| Inv CF | -3.9B | -3.5B | -8.3B | -6.2B | — | — | — | — | — |
| Fin CF | 916.0M | -267.0M | 2.0B | 2.9B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of MELI are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| MELI | MercadoLibre, Inc.(you) | $99.7B | 41 | Hold |
| DASH | DoorDash, Inc. | $102.6B | 41 | Hold |
| SE | Sea Limited | $73.1B | 54 | Hold |
| JDN.MX | JD.com, Inc. | $38.7B | 41 | Hold |
| PRX.AS | Prosus N.V. | $94.0B | 22 | Sell |
| P1DD34.SA | PDD Holdings Inc. | $117.6B | 62 | Hold |
| ETERNAL.NS | Eternal Limited | $31.2B | 43 | Hold |
| 3690.HK | Meituan | $61.0B | 25 | Sell |
| NPN.JO | Naspers Limited | $36.5B | 23 | Sell |
| EBAY | eBay Inc. | $47.0B | 65 | Buy |
Peer medians: ROE 8.3% · P/E 17.2x · Gross margin 31.1%