Annuncio • May 01
MercadoLibre, Inc. to Report Q1, 2026 Results on May 07, 2026 MercadoLibre, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 07, 2026 Annuncio • Apr 25
MercadoLibre, Inc., Annual General Meeting, Jun 09, 2026 MercadoLibre, Inc., Annual General Meeting, Jun 09, 2026. Annuncio • Feb 14
MercadoLibre, Inc. to Report Q4, 2025 Results on Feb 24, 2026 MercadoLibre, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 24, 2026 New Risk • Jan 05
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (59% net debt to equity). Share price has been volatile over the past 3 months (8.4% average weekly change). Significant insider selling over the past 3 months (€2.0m sold). Annuncio • Oct 28
Mercado Libre, Inc. Launches New Episode of Inside MercadoLibre, Featuring Roberta Donato - Brazil Marketplace VP - oneller Tools MercadoLibre, Inc. launched a new episode of the Inside MercadoLibre podcast. In the first video format of the Inside MercadoLibRE podcast, now live on Spotify and YouTube, Roberta Donato discusses tools that sellers have available to them to build stores and communicate with potential buyers, as well as run promotional campaigns, engage on social media and leverage Mercado Ads. Previous episodes can be accessed here; they include: Acquiring with Paula Arregui - Acquiring SVP, Marcos Galperin on MELI's Culture, Strategic and Growth Opportunities with Leandro Cuccioli - Strategy SVP, Ad Advertising with Sean Summers - CMO & Mercado Ads EVP, Logistics with Agustin Costa - Shipping SVP, and Artificial Intelligence with Sebastian Barrios - Technology SVP. Annuncio • Oct 24
MercadoLibre, Inc. to Report Q3, 2025 Results on Oct 29, 2025 MercadoLibre, Inc. announced that they will report Q3, 2025 results on Oct 29, 2025 Annuncio • May 22
Mercadolibre Inc. Announces CEO Changes, Effective January 1, 2026 MercadoLibre Inc. announced that Chief Executive Officer Marcos Galperin will transition to the role of executive chairman, marking the first change in the top job since he founded the company over two decades ago. Ariel Szarfsztejn, who has been an executive at MercadoLibre since 2017, will assume the position of CEO as of January 1, 2026. Szarfsztejn, a 43-year-old Argentine, holds an MBA from Stanford University and is currently the commerce president at MercadoLibre. Galperin, 53, will take on a more strategic role within the company with his new title. Annuncio • May 21
MercadoLibre, Inc. to Report Q2, 2025 Results on Jul 31, 2025 MercadoLibre, Inc. announced that they will report Q2, 2025 results on Jul 31, 2025 Annuncio • Apr 29
MercadoLibre, Inc., Annual General Meeting, Jun 17, 2025 MercadoLibre, Inc., Annual General Meeting, Jun 17, 2025. Annuncio • Mar 15
MercadoLibre, Inc. to Report Q1, 2025 Results on May 08, 2025 MercadoLibre, Inc. announced that they will report Q1, 2025 results on May 08, 2025 Annuncio • Nov 22
MercadoLibre, Inc. to Report Q4, 2024 Results on Feb 20, 2025 MercadoLibre, Inc. announced that they will report Q4, 2024 results on Feb 20, 2025 Buy Or Sell Opportunity • Nov 08
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 3.3% to €1,630. The fair value is estimated to be €2,117, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Earnings per share has grown by 74%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 27% per annum over the same time period. Annuncio • Sep 04
MercadoLibre, Inc. to Report Q3, 2024 Results on Nov 06, 2024 MercadoLibre, Inc. announced that they will report Q3, 2024 results on Nov 06, 2024 Reported Earnings • Aug 02
Second quarter 2024 earnings released: EPS: US$10.47 (vs US$5.22 in 2Q 2023) Second quarter 2024 results: EPS: US$10.47 (up from US$5.22 in 2Q 2023). Revenue: US$5.07b (up 49% from 2Q 2023). Net income: US$531.0m (up 103% from 2Q 2023). Profit margin: 11% (up from 7.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Annuncio • Jul 26
MercadoLibre, Inc. to Report Q2, 2024 Results on Aug 01, 2024 MercadoLibre, Inc. announced that they will report Q2, 2024 results on Aug 01, 2024 Reported Earnings • May 04
First quarter 2024 earnings released: EPS: US$6.79 (vs US$4.00 in 1Q 2023) First quarter 2024 results: EPS: US$6.79 (up from US$4.00 in 1Q 2023). Revenue: US$4.33b (up 43% from 1Q 2023). Net income: US$344.0m (up 71% from 1Q 2023). Profit margin: 7.9% (up from 6.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Annuncio • May 01
MercadoLibre, Inc. to Report Q1, 2024 Results on May 02, 2024 MercadoLibre, Inc. announced that they will report Q1, 2024 results on May 02, 2024 Annuncio • Apr 28
MercadoLibre, Inc., Annual General Meeting, Jun 05, 2024 MercadoLibre, Inc., Annual General Meeting, Jun 05, 2024, at 13:00 US Eastern Standard Time. Agenda: To elect the nominees for Class II directors recommended by the board of directors, to serve until the 2027 Annual Meeting of Stockholders, or until such time as their respective successors are elected and qualified; to approve, on an advisory basis, the compensation of the named executive officers for fiscal year 2023; to ratify the appointment of Pistrelli, Henry Martin y Asociados S.R.L., a member firm of Ernst & Young Global Limited, as an independent registered public accounting firm for the fiscal year ending December 31, 2024; and to transact such other business as may properly come before the meeting. Buy Or Sell Opportunity • Mar 21
Now 23% overvalued The stock has been flat over the last 90 days, currently trading at €1,439. The fair value is estimated to be €1,173, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 39% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 26% per annum over the same time period. Reported Earnings • Feb 23
Full year 2023 earnings released: EPS: US$19.64 (vs US$9.57 in FY 2022) Full year 2023 results: EPS: US$19.64 (up from US$9.57 in FY 2022). Revenue: US$14.5b (up 37% from FY 2022). Net income: US$987.0m (up 105% from FY 2022). Profit margin: 6.8% (up from 4.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Annuncio • Feb 20
MercadoLibre, Inc. to Report Q4, 2023 Results on Feb 22, 2024 MercadoLibre, Inc. announced that they will report Q4, 2023 results on Feb 22, 2024 Reported Earnings • Nov 02
Third quarter 2023 earnings released: EPS: US$7.18 (vs US$2.56 in 3Q 2022) Third quarter 2023 results: EPS: US$7.18 (up from US$2.56 in 3Q 2022). Revenue: US$3.76b (up 40% from 3Q 2022). Net income: US$359.0m (up 178% from 3Q 2022). Profit margin: 9.5% (up from 4.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Annuncio • Oct 26
MercadoLibre, Inc. to Report Q3, 2023 Results on Nov 01, 2023 MercadoLibre, Inc. announced that they will report Q3, 2023 results on Nov 01, 2023 Reported Earnings • Aug 04
Second quarter 2023 earnings released: EPS: US$5.22 (vs US$2.44 in 2Q 2022) Second quarter 2023 results: EPS: US$5.22 (up from US$2.44 in 2Q 2022). Revenue: US$3.42b (up 32% from 2Q 2022). Net income: US$262.0m (up 113% from 2Q 2022). Profit margin: 7.7% (up from 4.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 119% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Annuncio • Jul 28
MercadoLibre, Inc. to Report Q2, 2023 Results on Aug 02, 2023 MercadoLibre, Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 02, 2023 New Risk • Jul 20
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (77% net debt to equity). Share price has been volatile over the past 3 months (6.6% average weekly change). Reported Earnings • May 05
First quarter 2023 earnings released: EPS: US$4.00 (vs US$1.29 in 1Q 2022) First quarter 2023 results: EPS: US$4.00 (up from US$1.29 in 1Q 2022). Revenue: US$3.04b (up 35% from 1Q 2022). Net income: US$201.0m (up 209% from 1Q 2022). Profit margin: 6.6% (up from 2.9% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 128% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Mar 09
Lead Independent Director recently sold €178k worth of stock On the 7th of March, Emiliano Calemzuk sold around 150 shares on-market at roughly €1,187 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €49k more than they sold in the last 12 months. Reported Earnings • Feb 26
Full year 2022 earnings released: EPS: US$9.57 (vs US$1.67 in FY 2021) Full year 2022 results: EPS: US$9.57 (up from US$1.67 in FY 2021). Revenue: US$10.5b (up 49% from FY 2021). Net income: US$482.0m (up 479% from FY 2021). Profit margin: 4.6% (up from 1.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Online Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 131% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth. Annuncio • Feb 17
MercadoLibre, Inc. to Report Q4, 2022 Results on Feb 23, 2023 MercadoLibre, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 23, 2023 Buying Opportunity • Dec 24
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 5.5%. The fair value is estimated to be €1,021, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings is also forecast to grow by 39% per annum over the same time period. Buying Opportunity • Nov 10
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 11%. The fair value is estimated to be €1,159, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings is also forecast to grow by 39% per annum over the same time period. Reported Earnings • Nov 05
Third quarter 2022 earnings released: EPS: US$2.56 (vs US$1.92 in 3Q 2021) Third quarter 2022 results: EPS: US$2.56 (up from US$1.92 in 3Q 2021). Revenue: US$2.69b (up 45% from 3Q 2021). Net income: US$129.0m (up 36% from 3Q 2021). Profit margin: 4.8% (down from 5.1% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Online Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 127% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth. Reported Earnings • Aug 04
Second quarter 2022 earnings released: EPS: US$2.44 (vs US$1.37 in 2Q 2021) Second quarter 2022 results: EPS: US$2.44 (up from US$1.37 in 2Q 2021). Revenue: US$2.60b (up 53% from 2Q 2021). Net income: US$123.0m (up 80% from 2Q 2021). Profit margin: 4.7% (up from 4.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 34%, compared to a 35% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 06
First quarter 2022 earnings released: EPS: US$1.29 (vs US$0.68 loss in 1Q 2021) First quarter 2022 results: EPS: US$1.29 (up from US$0.68 loss in 1Q 2021). Revenue: US$2.25b (up 63% from 1Q 2021). Net income: US$65.0m (up US$99.0m from 1Q 2021). Profit margin: 2.9% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 34%, compared to a 31% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Mar 23
Chief Accounting Officer & Senior VP recently bought €44k worth of stock On the 14th of March, Marcelo Melamud bought around 55.0 shares on-market at roughly €803 per share. In the last 3 months, there was an even bigger purchase from another insider worth €183k. Insiders have collectively bought €1.2m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Mar 23
Chief Accounting Officer & Senior VP recently bought €44k worth of stock On the 14th of March, Marcelo Melamud bought around 55.0 shares on-market at roughly €803 per share. In the last 3 months, there was an even bigger purchase from another insider worth €183k. Insiders have collectively bought €1.2m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Mar 23
Chief Accounting Officer & Senior VP recently bought €44k worth of stock On the 14th of March, Marcelo Melamud bought around 55.0 shares on-market at roughly €803 per share. In the last 3 months, there was an even bigger purchase from another insider worth €183k. Insiders have collectively bought €1.2m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Mar 09
Lead Independent Director recently sold €70k worth of stock On the 7th of March, Emiliano Calemzuk sold around 75.0 shares on-market at roughly €929 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €938k more than they sold in the last 12 months. Buying Opportunity • Mar 01
Now 22% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be US$1,238, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 53% per annum over the last 3 years. The company has become profitable over the last year. Reported Earnings • Feb 24
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: EPS: US$1.67 (up from US$0.079 loss in FY 2020). Revenue: US$7.07b (up 78% from FY 2020). Net income: US$83.3m (up US$87.2m from FY 2020). Profit margin: 1.2% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 34%, compared to a 44% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 05
Third quarter 2021 earnings released: EPS US$1.92 (vs US$0.28 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$1.86b (up 67% from 3Q 2020). Net income: US$95.2m (up US$81.1m from 3Q 2020). Profit margin: 5.1% (up from 1.3% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth. Breakeven Date Change • Sep 23
Forecast to breakeven in 2021 The 22 analysts covering MercadoLibre expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$119.5m in 2021. Earnings growth of 56% is required to achieve expected profit on schedule. Recent Insider Transactions • Aug 18
Lead Independent Director recently sold €279k worth of stock On the 16th of August, Emiliano Calemzuk sold around 178 shares on-market at roughly €1,570 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.4m more than they bought in the last 12 months. Reported Earnings • Aug 06
Second quarter 2021 earnings released: EPS US$1.37 (vs US$1.11 in 2Q 2020) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: US$1.70b (up 94% from 2Q 2020). Net income: US$68.2m (up 24% from 2Q 2020). Profit margin: 4.0% (down from 6.3% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth. Executive Departure • Jun 11
Independent Director Meyer Malka Rais has left the company On the 8th of June, Meyer Malka Rais' tenure as Independent Director ended after 8.3 years in the role. We don't have any record of a personal shareholding under Meyer's name. Meyer is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 17.17 years. Reported Earnings • May 07
First quarter 2021 earnings released: US$0.68 loss per share (vs US$0.45 loss in 1Q 2020) The company reported a solid first quarter result with improved revenues and control over costs, although losses increased. First quarter 2021 results: Revenue: US$1.38b (up 111% from 1Q 2020). Net loss: US$34.0m (loss widened 54% from 1Q 2020). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth. Is New 90 Day High Low • Mar 05
New 90-day low: €1,194 The company is down 6.0% from its price of €1,268 on 04 December 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €162 per share. Analyst Estimate Surprise Post Earnings • Mar 02
Revenue beats expectations Revenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 39%, compared to a 56% growth forecast for the Online Retail industry in Germany. Is New 90 Day High Low • Jan 11
New 90-day high: €1,456 The company is up 38% from its price of €1,052 on 13 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €66.21 per share. Is New 90 Day High Low • Dec 22
New 90-day high: €1,411 The company is up 60% from its price of €885 on 23 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 29% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €48.28 per share. Is New 90 Day High Low • Dec 04
New 90-day high: €1,288 The company is up 42% from its price of €909 on 04 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €44.54 per share. Analyst Estimate Surprise Post Earnings • Nov 07
Revenue beats expectations Revenue exceeded analyst estimates by 13%. Over the next year, revenue is forecast to grow 43%, compared to a 46% growth forecast for the Online Retail industry in Germany. Reported Earnings • Nov 07
Third quarter 2020 earnings released: EPS US$0.30 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$1.12b (up 85% from 3Q 2019). Net income: US$15.0m (up US$162.1m from 3Q 2019). Profit margin: 1.3% (up from net loss in 3Q 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 69% per year but the company’s share price has increased by 75% per year, which means it is well ahead of earnings. Is New 90 Day High Low • Nov 05
New 90-day high: €1,223 The company is up 22% from its price of €1,000 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €45.58 per share. Is New 90 Day High Low • Oct 13
New 90-day high: €1,052 The company is up 24% from its price of €845 on 15 July 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €37.97 per share. Is New 90 Day High Low • Sep 18
New 90-day low: €818 The company is down 3.0% from its price of €841 on 19 June 2020. The German market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €29.87 per share.