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MercadoLibre
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MercadoLibre Community
NasdaqGS:MELI Community
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MercadoLibre
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MercadoLibre
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
Digital Retail And MercadoPago Adoption Will Fuel Future Markets
Key Takeaways Ecosystem integration and user-centric investments are driving strong user growth, improved retention, and higher engagement across commerce and fintech verticals. Expanding logistics and disciplined risk management are improving margins and operating leverage, positioning the company for accelerated revenue and earnings growth.
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US$2.89k
FV
18.0% undervalued
intrinsic discount
24.81%
Revenue growth p.a.
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4
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Updated
narrative
MercadoLibre
AN
AnalystHighTarget
Consensus Narrative from 26 Analysts
Digital, Mobile And Fintech Trends Will Fuel Latin American Ecosystems
Key Takeaways Ecosystem integration and digital adoption are boosting user growth, retention, and monetization across commerce and fintech in key Latin American markets. Investments in logistics, product innovation, and category expansion are driving efficiency gains, margin improvement, and long-term market share growth.
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US$3.41k
FV
30.3% undervalued
intrinsic discount
32.73%
Revenue growth p.a.
Set Fair Value
0
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8
users have followed this narrative
about 1 month ago
author updated this narrative
MercadoLibre
AN
AnalystLowTarget
Consensus Narrative from 26 Analysts
Fierce Stripe And PayPal Competition Will Weaken Latin America Prospects
Key Takeaways Intensifying competition and market saturation will slow revenue growth and make margin expansion increasingly difficult across both e-commerce and fintech sectors. Macroeconomic volatility, currency headwinds, and rising compliance and logistics costs will compress profitability and add persistent operational challenges.
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US$2.11k
FV
12.7% overvalued
intrinsic discount
20.62%
Revenue growth p.a.
Set Fair Value
0
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2
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about 2 months ago
author updated this narrative
Your Valuation for
MELI
MELI
MercadoLibre
Your Fair Value
US$
Current Price
US$2.37k
29.7% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-169m
57b
2015
2018
2021
2024
2025
2027
2030
Revenue US$57.1b
Earnings US$4.9b
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