MercadoLibre, Inc.
NASDAQ: MELI
Stock price
1773.96 USD
(+11.94%) 5 years
Financial Performance
5Y price score: 18
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%
US$ Per
Share
Earnings per share
Free cash flow per share
Stock price
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1593.2
52-week range
2645.2
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| Required return / cost of capital |
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Valuation
Free Cash Flow Yield
11.2 %
Dividend Yield TTM
-
Market cap $
$ 89,934.8
Price / Earnings TTM
45
Price / Book TTM
13.3
PEG TTM
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 %
Business Summary:
all figures in USD Millions except per share data
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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.
