TopFunds

MercadoLibre, Inc.

NASDAQ: MELI

Stock price

1773.96 USD

(+11.94%) 5 years

Specialty Retail

Financial Performance

Share

5Y price score: 18

Help
The price score is a basic measure of the stock's performance
against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index,
while a score above 100 means it outperformed the S&P 500.

10Y return: 1,406.3%

DATE RANGE:

US$ Per
Share

  • Earnings per share

  • Free cash flow per share

  • Stock price

By default your notes are visible only to you.

1593.2

52-week range

2645.2

1,773.96

Your model inputs

Required return / cost of capital
FCFF terminal growth rate

Your fair value & Margin of safety

To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

Forecast:

Valuation

Free Cash Flow Yield

Help
FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per share

11.2 %

Dividend Yield TTM

-

Market cap $

$ 89,934.8

Price / Earnings TTM

Help
P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per share

45

Price / Book TTM

13.3

PEG TTM

Help
Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rate

10

Earnings growth and return

LTM

5YR

10YR

Total return (price & dividends)

(8.3) %

11.9 %

1,406.3 %

Free cash flow per share growth

52.6 %

1,030 %

5,872.8 %

Earnings per share growth

4.5 %

277,494.4 %

1,541.3 %

Founded: 1,999

Employees: 84,207

Business Summary: MercadoLibre, Inc. operates online commerce platforms in Latin America. It operates Mercado Libre Marketplace, an automated online commerce platform that enables businesses, merchants, and individuals to list merchandise and conduct sales and purchases online; and Mercado Pago FinTech platform, a financial technology solution platform, which facilitates transactions on and off its marketplaces by providing a mechanism that allows its users to send and receive payments online, as well as allows users to transfer money through their websites or on the apps. The company also offers Mercado Fondo that allows users to invest funds deposited in their Mercado Pago accounts; Mercado Credito, which extends loans to certain merchants and consumers; and Mercado Envios logistics solution that enables sellers on its platform to utilize third-party carriers and other logistics service providers, as well as fulfillment and warehousing services for sellers. In addition, it provides Mercado Libre Classifieds, an online classified listing service, where users can list and purchase motor vehicles, real estate, and services; Mercado Libre Ads, an advertising platform, which enables large retailers and brands to promote their products and services on the Internet; and Mercado Shops, an online storefronts solution that enables users to set-up, manage, and promote their own digital stores. MercadoLibre, Inc. was incorporated in 1999 and is headquartered in Montevideo, Uruguay.

Financials

all figures in USD Millions except per share data

Periods:

View:

Forecast:

Help

Averages

based on historical growth rates (CAGR) and average margins for last 10 or max, available and up to 10 years.

Analysts

Average Revenue and Net Income forecast estimates from analysts who cover the stock.

Custom

you can edit default forecast based on averages or analysts consensus and use it to calculate fair value based on your assumptions.

Actual
10 year gagr
Estimated
Projected
Fiscal
FISCAL PERIOD END DATES
01Earnings per share
Help
Diluted EPS
02FCF per share
03Dividends per share
Help
Adjusted for splits
04Dividends payout, %
05Revenue
06ㅤ% Change
07Net Income
08ㅤ% Margin
09CFO
10ㅤ% Of revenue
11CAPEX
12ㅤ% Change
13FCFF
Help
Free Cash Flow to the Firm = Cash Flows from Operating Activities (09) – Capital Expenditures (11)
14Total assets
15ㅤ% Change
16Total liabilities
17ㅤ% Of assets
18Shareholders Equity
19Net Debt
20Shares Outstanding
Help
Diluted Weighted-average Shares Outstanding
21ㅤ% Change
22ROA
23ROE
24Interest coverage
25Dividend Yield
26P/E Ratio
27Stock price range
28Market Cap
Help
End of Period Market Cap
29FCF Yield
30Average stock price
31 CEO
Fair Value Reference Estimate

  • Increase

  • Decrease

  • Total

Required return / cost of capital
FCFF terminal growth rate
Free cash flow forecast
Terminal value
ㅤPV breakdown
Enterprise value / PV of FCF
ㅤPlus / (Less): Net Debt
ㅤLess: preferred stock
ㅤLess: minority interest
Market cap
ㅤNumber of shares
Price per share

Latest Earnings Call Takeaways

2025 Q4 (Feb 24, 2026)

1) Strategy & Leadership
- MercadoLibre's focus on enhancing customer experience has led to strong financial performance, with Q4 net revenue growth of 45% YoY.
- The company is leveraging investments in artificial intelligence (AI) to drive growth in both commerce and fintech services.
- Strategic investments include lowering free shipping thresholds and expanding credit card offerings, which are expected to deepen competitive advantages in underpenetrated markets.

2) Financial & Segment Results
- Key Financial Metrics:
| Metric | Q4 2025 | YoY Growth | |---------------------------|-----------------|-----------------| | Net Revenues | Not disclosed | 45% | | GMV in Brazil | Not disclosed | 35% | | Items Sold in Brazil | Not disclosed | 45% | | Credit Portfolio | $12.5 billion | Nearly doubled | | Assets Under Management | $19 billion | 78% | | Advertising Revenue Growth | 67% | Not disclosed |
- The company reported a full-year revenue growth of 39% and a 22% increase in income from operations.

3) Problems / Headwinds
- Margin compression of 5-6 percentage points due to investments in shipping, credit card expansion, and cross-border trade.
- Increased provisions for bad debt related to the credit card business, particularly in Argentina, which may impact profitability in the short term.

4) Operational or Product Plans
- Continued expansion of AI capabilities, with the Mercado Pago AI assistant resolving 87% of user interactions without human support.
- Plans to enhance the credit card offering and improve integration with the marketplace to drive higher user engagement and retention.
- New shipping models in Brazil aim to align costs more closely with actual dimensions and weights, potentially impacting financials positively in the future.

5) Guidance & Outlook / Investor Angle
- MercadoLibre enters 2026 with strong momentum across all business units, confident in the long-term value of its investments despite short-term margin pressures.
- The company is focused on capturing significant growth opportunities in e-commerce and fintech, with expectations for continued revenue growth and market share gains.
- The transcript lacks specific forward-looking guidance on revenue or margin expectations for 2026, which could be critical for investors.

Bottom line: MercadoLibre's robust growth in Q4 2025, driven by strategic investments in AI and customer experience, positions the company well for future expansion, despite facing short-term margin pressures. Investors should remain optimistic about the long-term value creation potential as the company continues to capitalize on underpenetrated markets in Latin America.

MercadoLibre, Inc. — Financial Overview, Stock Price, Market Cap

MercadoLibre, Inc. is a company. Founded in 1999. As of April 13, 2026, the company's market capitalization is $89934772981 with a current stock price of $1773.96.