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MELI

MercadoLibre, Inc.

MELI

NASDAQ·Consumer Cyclical·Specialty Retail·Mkt cap $100.3B

$1,978.36

-0.64%

P/E

53.83

Mkt Cap

$100.3B

52-Wk Range

$1,495–$2,549

52-Week Range

$1,495.00 - $2,548.50

P/E

53.83

Fwd P/E

52.18

Beta

1.31

Div Yield

0.00%

Avg Vol

512.1K

Shares Out

50.7M

Mkt Cap

$100.3B

Price action

Price chart

Down 15.7% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • First-mover advantage in Latin American e-commerce
  • Integrated ecosystem of services
  • Strong regional brand recognition
  • Advanced technological infrastructure

Bear Case

2 risks

  • Average volatility.
  • Growth premium of 2.9x vs E-commerce & Marketplaces peers. Elevated but may be justified by growth trajectory.

Growth

Moderate growth ahead

Digital transformation in Latin America

Value

Growth premium of 2.9x vs E-commerce & Marketplaces peers. Elevated but may be justified by growth trajectory.

Momentum

Hot

+23.1% over 3m

Quality

Strong

High-growth business (46% revenue growth, 43% gross margin). Profitable with strong growth momentum.

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 4, 2026

Q3 26 RECAP

AUG 5, 2026

Reported EPS of $9.19 vs $8.65 consensus (+6.2% surprise). Revenue of $10.2B vs $9.8B expected (+4.1%). Beat on both top and bottom lines.

EPS beat +6.2%
Rev beat +4.1%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+6.2%

Revenue trend · last 8Q

+42%

+37%

+34%

+39%

+45%

+49%

+50%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$5.3B

$6.1B

$5.9B

$6.8B

$7.4B

$8.8B

$8.8B

$10.2B

Margins · last 8Q

Gross

40.9%

Operating

6.7%

Profit

4.6%

Wall Street consensus

10 analysts · 70% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

7

70%

Hold

3

30%

Sell

0%

Median Price Target

Latest: Cantor Fitzgerald · Aug 7, 2026

vs Industry

How MELI stacks vs Specialty Retail

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.