Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
MELI
HOLDMercadoLibre, Inc. · Consumer Cyclical · Uruguay · $91.3B · Avg Vol: $747M/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% | 31.8B | 40.7B | 51.7B | 33.8% |
| EPS | 9.57 | 19.64 | 37.69 | 39.40 | 60.3% | 37.91 | 39.92 | 57.39 | 20.7% |
| Shares | 50.3M | 50.7M | 50.7M | 50.7M | +0.9% | 50.7M | — | — | — |
| Debt | 5.4B | 5.3B | 6.8B | 11.4B | 28.1% | 12.4B | — | — | — |
| Equity | 1.8B | 3.1B | 4.4B | 6.7B | 54.6% | — | — | — | — |
| Op CF | 2.9B | 5.1B | 7.9B | 12.1B | 60.3% | 13.2B | — | — | — |
| 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) | $91.3B | 40 | HOLD |
| PDD | PDD Holdings Inc. | $117.7B | 40 | HOLD |
| SEN.MX | Sea Limited | $55.6B | 39 | HOLD |
| DASH.MX | DoorDash, Inc. | $79.1B | 31 | SELL |
| PRX.JO | Prosus N.V. | $90.8B | 27 | SELL |
| JD | JD.com, Inc. | $40.8B | 37 | HOLD |
| NPN.JO | Naspers Limited | $36.8B | 45 | HOLD |
| 9988.HK | Alibaba Group Holding Limited | $219.2B | 26 | SELL |
| 4689.T | LY Corporation | $17.4B | 42 | HOLD |
| 3690.HK | Meituan | $50.6B | 16 | STRONG SELL |
Peer medians: ROE 7.8% · P/E 17.1x · Gross margin 30.2%