MercadoLibre（MLB1）株式概要MercadoLibre, Inc.は、ブラジル、メキシコ、アルゼンチン、および海外でオンライン商取引プラットフォームを運営している。 詳細MLB1 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長5/6過去の実績2/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より48.1%で取引されている 収益は年間26.94%増加すると予測されています アナリストらは、株価が34%上昇するだろうとほぼ一致している。 リスク分析多額の負債を抱えている 利益率(6%)は昨年より低い(9.2%) すべてのリスクチェックを見るMLB1 Community Fair Values Create NarrativeSee what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€1.42k35.7% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-209m79b2016201920222025202620282031Revenue US$78.7bEarnings US$4.8bAdvancedSet Fair ValueView all narrativesMercadoLibre, Inc. 競合他社SeaSymbol: NYSE:SEMarket cap: US$54.5bPDD HoldingsSymbol: NasdaqGS:PDDMarket cap: US$139.2bProsusSymbol: ENXTAM:PRXMarket cap: €90.6bWesfarmersSymbol: ASX:WESMarket cap: AU$84.8b価格と性能株価の高値、安値、推移の概要MercadoLibre過去の株価現在の株価US$1,424.0052週高値US$2,315.0052週安値US$1,293.00ベータ1.411ヶ月の変化-10.33%3ヶ月変化-17.20%1年変化-35.86%3年間の変化23.16%5年間の変化26.13%IPOからの変化6,077.87%最新ニュースお知らせ • May 01MercadoLibre, Inc. to Report Q1, 2026 Results on May 07, 2026MercadoLibre, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 07, 2026お知らせ • Apr 25MercadoLibre, Inc., Annual General Meeting, Jun 09, 2026MercadoLibre, Inc., Annual General Meeting, Jun 09, 2026.お知らせ • Feb 14MercadoLibre, Inc. to Report Q4, 2025 Results on Feb 24, 2026MercadoLibre, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 24, 2026New Risk • Jan 05New minor risk - Share price stabilityThe 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).お知らせ • Oct 28Mercado Libre, Inc. Launches New Episode of Inside MercadoLibre, Featuring Roberta Donato - Brazil Marketplace VP - oneller ToolsMercadoLibre, 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.お知らせ • Oct 24MercadoLibre, Inc. to Report Q3, 2025 Results on Oct 29, 2025MercadoLibre, Inc. announced that they will report Q3, 2025 results on Oct 29, 2025最新情報をもっと見るRecent updatesお知らせ • May 01MercadoLibre, Inc. to Report Q1, 2026 Results on May 07, 2026MercadoLibre, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 07, 2026お知らせ • Apr 25MercadoLibre, Inc., Annual General Meeting, Jun 09, 2026MercadoLibre, Inc., Annual General Meeting, Jun 09, 2026.お知らせ • Feb 14MercadoLibre, Inc. to Report Q4, 2025 Results on Feb 24, 2026MercadoLibre, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 24, 2026New Risk • Jan 05New minor risk - Share price stabilityThe 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).お知らせ • Oct 28Mercado Libre, Inc. Launches New Episode of Inside MercadoLibre, Featuring Roberta Donato - Brazil Marketplace VP - oneller ToolsMercadoLibre, 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.お知らせ • Oct 24MercadoLibre, Inc. to Report Q3, 2025 Results on Oct 29, 2025MercadoLibre, Inc. announced that they will report Q3, 2025 results on Oct 29, 2025お知らせ • May 22Mercadolibre Inc. Announces CEO Changes, Effective January 1, 2026MercadoLibre 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.お知らせ • May 21MercadoLibre, Inc. to Report Q2, 2025 Results on Jul 31, 2025MercadoLibre, Inc. announced that they will report Q2, 2025 results on Jul 31, 2025お知らせ • Apr 29MercadoLibre, Inc., Annual General Meeting, Jun 17, 2025MercadoLibre, Inc., Annual General Meeting, Jun 17, 2025.お知らせ • Mar 15MercadoLibre, Inc. to Report Q1, 2025 Results on May 08, 2025MercadoLibre, Inc. announced that they will report Q1, 2025 results on May 08, 2025お知らせ • Nov 22MercadoLibre, Inc. to Report Q4, 2024 Results on Feb 20, 2025MercadoLibre, Inc. announced that they will report Q4, 2024 results on Feb 20, 2025Buy Or Sell Opportunity • Nov 08Now 23% undervalued after recent price dropOver 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.お知らせ • Sep 04MercadoLibre, Inc. to Report Q3, 2024 Results on Nov 06, 2024MercadoLibre, Inc. announced that they will report Q3, 2024 results on Nov 06, 2024Reported Earnings • Aug 02Second 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.お知らせ • Jul 26MercadoLibre, Inc. to Report Q2, 2024 Results on Aug 01, 2024MercadoLibre, Inc. announced that they will report Q2, 2024 results on Aug 01, 2024Reported Earnings • May 04First 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.お知らせ • May 01MercadoLibre, Inc. to Report Q1, 2024 Results on May 02, 2024MercadoLibre, Inc. announced that they will report Q1, 2024 results on May 02, 2024お知らせ • Apr 28MercadoLibre, Inc., Annual General Meeting, Jun 05, 2024MercadoLibre, 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 21Now 23% overvaluedThe 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 23Full 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.お知らせ • Feb 20MercadoLibre, Inc. to Report Q4, 2023 Results on Feb 22, 2024MercadoLibre, Inc. announced that they will report Q4, 2023 results on Feb 22, 2024Reported Earnings • Nov 02Third 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.お知らせ • Oct 26MercadoLibre, Inc. to Report Q3, 2023 Results on Nov 01, 2023MercadoLibre, Inc. announced that they will report Q3, 2023 results on Nov 01, 2023お知らせ • Aug 12+ 1 more updateMercadoLibre, Inc. Announces Chief Financial Officer ChangesMercadoLibre, Inc. announced resignation of Pedro Arnt as Chief Financial Officer of the Company, effective as of August 10, 2023, in order to pursue a new opportunity. On August 10, 2023, the Board of Directors of the Company appointed Martín de los Santos, who currently serves as the Company’s Senior Vice President of Mercado Credito, to serve as Senior Vice President and Chief Financial Officer, effective August 10, 2023. Mr. de los Santos, 53, has served in various capacities since joining the Company in 2013. Mr. de los Santos initially held the position of Vice President of Corporate Development, Treasury & Investor Relations from the time of his hiring until October 2015. Since October 2015, Mr. de los Santos has held the position of Senior Vice President of Mercado Credito. Prior to joining the Company, Mr. de los Santos was a member of the Board of Directors of the Company from 2008 to 2013. He was also the Chief Financial Officer of Vostu and prior to that the Head of Business Development at IMPSA. Mr. de los Santos holds a Master of Business Administration from Stanford University and a Bachelor of Science degree from The University of North Carolina at Chapel Hill. Mr. de los Santos does not have any family relationships with any director or executive officer of the Company, and there are no arrangements or understandings with any persons pursuant to which Mr. de los Santos has been appointed to his position.Reported Earnings • Aug 04Second 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.お知らせ • Jul 28MercadoLibre, Inc. to Report Q2, 2023 Results on Aug 02, 2023MercadoLibre, Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 02, 2023New Risk • Jul 20New minor risk - Share price stabilityThe 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 05First 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 09Lead Independent Director recently sold €178k worth of stockOn 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 26Full 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.お知らせ • Feb 17MercadoLibre, Inc. to Report Q4, 2022 Results on Feb 23, 2023MercadoLibre, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 23, 2023Buying Opportunity • Dec 24Now 21% undervalued after recent price dropOver 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 10Now 20% undervalued after recent price dropOver 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 05Third 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 04Second 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 06First 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 23Chief Accounting Officer & Senior VP recently bought €44k worth of stockOn 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 23Chief Accounting Officer & Senior VP recently bought €44k worth of stockOn 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 23Chief Accounting Officer & Senior VP recently bought €44k worth of stockOn 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 09Lead Independent Director recently sold €70k worth of stockOn 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 01Now 22% undervaluedThe 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 24Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull 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 05Third 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 23Forecast to breakeven in 2021The 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 18Lead Independent Director recently sold €279k worth of stockOn 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 06Second 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 11Independent Director Meyer Malka Rais has left the companyOn 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 07First 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 05New 90-day low: €1,194The 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 02Revenue beats expectationsRevenue 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 11New 90-day high: €1,456The 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 22New 90-day high: €1,411The 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 04New 90-day high: €1,288The 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 07Revenue beats expectationsRevenue 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 07Third quarter 2020 earnings released: EPS US$0.30The 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 05New 90-day high: €1,223The 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 13New 90-day high: €1,052The 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 18New 90-day low: €818The 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.株主還元MLB1DE Multiline RetailDE 市場7D6.3%1.6%3.2%1Y-35.9%-8.4%2.5%株主還元を見る業界別リターン: MLB1過去 1 年間で-8.4 % の収益を上げたGerman Multiline Retail業界を下回りました。リターン対市場: MLB1は、過去 1 年間で2.5 % のリターンを上げたGerman市場を下回りました。価格変動Is MLB1's price volatile compared to industry and market?MLB1 volatilityMLB1 Average Weekly Movement6.7%Multiline Retail Industry Average Movement5.4%Market Average Movement6.1%10% most volatile stocks in DE Market13.6%10% least volatile stocks in DE Market2.7%安定した株価: MLB1 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: MLB1の 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1999123,670Ariel Szarfsztejnwww.mercadolibre.comMercadoLibre, Inc.は、ブラジル、メキシコ、アルゼンチン、および海外でオンライン・コマース・プラットフォームを運営している。モバイルアプリやウェブサイトからアクセスできるオンラインコマースプラットフォーム「メルカド・リブレ・マーケットプレイス」、金融テクノロジーソリューションプラットフォーム「メルカド・パゴ」を運営し、Eコマースプラットフォームのユーザーなどに包括的な金融テクノロジーサービス一式を提供している。また、ユーザーがMercado Pagoの口座に預けた資金を投資できるMercado Fondo、融資を行い、より良い資金調達手段を得るMercado Credito、当社や販売者から購入者への商品発送を促進するMercado Mercado Enviosも提供している。さらに同社は、ユーザーが車両、不動産、サービスを出品できるMercado Libre Classifieds、小売業者やブランドがプラットフォーム上で商品やサービスを宣伝できる広告プラットフォームMercado Ads、サブスクリプション型ビジネスモデルのもとでユーザーが独自のオンラインウェブストアを立ち上げ、管理、宣伝できるMercado Shopsを提供している。MercadoLibre, Inc.は1999年に設立され、ウルグアイのモンテビデオに本社を置いている。もっと見るMercadoLibre, Inc. 基礎のまとめMercadoLibre の収益と売上を時価総額と比較するとどうか。MLB1 基礎統計学時価総額€73.29b収益（TTM）€1.65b売上高(TTM)€27.40b43.9xPER（株価収益率2.7xP/SレシオMLB1 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計MLB1 損益計算書（TTM）収益US$31.80b売上原価US$16.07b売上総利益US$15.73bその他の費用US$13.81b収益US$1.92b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）37.87グロス・マージン49.47%純利益率6.04%有利子負債／自己資本比率135.1%MLB1 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 20:15終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋MercadoLibre, Inc. 24 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。49 アナリスト機関Trevor YoungBarclaysYanfang JiangBenchmark CompanyRobert Ford AguilarBofA Global Research46 その他のアナリストを表示
お知らせ • May 01MercadoLibre, Inc. to Report Q1, 2026 Results on May 07, 2026MercadoLibre, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 07, 2026
お知らせ • Apr 25MercadoLibre, Inc., Annual General Meeting, Jun 09, 2026MercadoLibre, Inc., Annual General Meeting, Jun 09, 2026.
お知らせ • Feb 14MercadoLibre, Inc. to Report Q4, 2025 Results on Feb 24, 2026MercadoLibre, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 24, 2026
New Risk • Jan 05New minor risk - Share price stabilityThe 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).
お知らせ • Oct 28Mercado Libre, Inc. Launches New Episode of Inside MercadoLibre, Featuring Roberta Donato - Brazil Marketplace VP - oneller ToolsMercadoLibre, 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.
お知らせ • Oct 24MercadoLibre, Inc. to Report Q3, 2025 Results on Oct 29, 2025MercadoLibre, Inc. announced that they will report Q3, 2025 results on Oct 29, 2025
お知らせ • May 01MercadoLibre, Inc. to Report Q1, 2026 Results on May 07, 2026MercadoLibre, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 07, 2026
お知らせ • Apr 25MercadoLibre, Inc., Annual General Meeting, Jun 09, 2026MercadoLibre, Inc., Annual General Meeting, Jun 09, 2026.
お知らせ • Feb 14MercadoLibre, Inc. to Report Q4, 2025 Results on Feb 24, 2026MercadoLibre, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 24, 2026
New Risk • Jan 05New minor risk - Share price stabilityThe 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).
お知らせ • Oct 28Mercado Libre, Inc. Launches New Episode of Inside MercadoLibre, Featuring Roberta Donato - Brazil Marketplace VP - oneller ToolsMercadoLibre, 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.
お知らせ • Oct 24MercadoLibre, Inc. to Report Q3, 2025 Results on Oct 29, 2025MercadoLibre, Inc. announced that they will report Q3, 2025 results on Oct 29, 2025
お知らせ • May 22Mercadolibre Inc. Announces CEO Changes, Effective January 1, 2026MercadoLibre 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.
お知らせ • May 21MercadoLibre, Inc. to Report Q2, 2025 Results on Jul 31, 2025MercadoLibre, Inc. announced that they will report Q2, 2025 results on Jul 31, 2025
お知らせ • Apr 29MercadoLibre, Inc., Annual General Meeting, Jun 17, 2025MercadoLibre, Inc., Annual General Meeting, Jun 17, 2025.
お知らせ • Mar 15MercadoLibre, Inc. to Report Q1, 2025 Results on May 08, 2025MercadoLibre, Inc. announced that they will report Q1, 2025 results on May 08, 2025
お知らせ • Nov 22MercadoLibre, Inc. to Report Q4, 2024 Results on Feb 20, 2025MercadoLibre, Inc. announced that they will report Q4, 2024 results on Feb 20, 2025
Buy Or Sell Opportunity • Nov 08Now 23% undervalued after recent price dropOver 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.
お知らせ • Sep 04MercadoLibre, Inc. to Report Q3, 2024 Results on Nov 06, 2024MercadoLibre, Inc. announced that they will report Q3, 2024 results on Nov 06, 2024
Reported Earnings • Aug 02Second 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.
お知らせ • Jul 26MercadoLibre, Inc. to Report Q2, 2024 Results on Aug 01, 2024MercadoLibre, Inc. announced that they will report Q2, 2024 results on Aug 01, 2024
Reported Earnings • May 04First 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.
お知らせ • May 01MercadoLibre, Inc. to Report Q1, 2024 Results on May 02, 2024MercadoLibre, Inc. announced that they will report Q1, 2024 results on May 02, 2024
お知らせ • Apr 28MercadoLibre, Inc., Annual General Meeting, Jun 05, 2024MercadoLibre, 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 21Now 23% overvaluedThe 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 23Full 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.
お知らせ • Feb 20MercadoLibre, Inc. to Report Q4, 2023 Results on Feb 22, 2024MercadoLibre, Inc. announced that they will report Q4, 2023 results on Feb 22, 2024
Reported Earnings • Nov 02Third 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.
お知らせ • Oct 26MercadoLibre, Inc. to Report Q3, 2023 Results on Nov 01, 2023MercadoLibre, Inc. announced that they will report Q3, 2023 results on Nov 01, 2023
お知らせ • Aug 12+ 1 more updateMercadoLibre, Inc. Announces Chief Financial Officer ChangesMercadoLibre, Inc. announced resignation of Pedro Arnt as Chief Financial Officer of the Company, effective as of August 10, 2023, in order to pursue a new opportunity. On August 10, 2023, the Board of Directors of the Company appointed Martín de los Santos, who currently serves as the Company’s Senior Vice President of Mercado Credito, to serve as Senior Vice President and Chief Financial Officer, effective August 10, 2023. Mr. de los Santos, 53, has served in various capacities since joining the Company in 2013. Mr. de los Santos initially held the position of Vice President of Corporate Development, Treasury & Investor Relations from the time of his hiring until October 2015. Since October 2015, Mr. de los Santos has held the position of Senior Vice President of Mercado Credito. Prior to joining the Company, Mr. de los Santos was a member of the Board of Directors of the Company from 2008 to 2013. He was also the Chief Financial Officer of Vostu and prior to that the Head of Business Development at IMPSA. Mr. de los Santos holds a Master of Business Administration from Stanford University and a Bachelor of Science degree from The University of North Carolina at Chapel Hill. Mr. de los Santos does not have any family relationships with any director or executive officer of the Company, and there are no arrangements or understandings with any persons pursuant to which Mr. de los Santos has been appointed to his position.
Reported Earnings • Aug 04Second 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.
お知らせ • Jul 28MercadoLibre, Inc. to Report Q2, 2023 Results on Aug 02, 2023MercadoLibre, Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 02, 2023
New Risk • Jul 20New minor risk - Share price stabilityThe 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 05First 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 09Lead Independent Director recently sold €178k worth of stockOn 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 26Full 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.
お知らせ • Feb 17MercadoLibre, Inc. to Report Q4, 2022 Results on Feb 23, 2023MercadoLibre, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 23, 2023
Buying Opportunity • Dec 24Now 21% undervalued after recent price dropOver 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 10Now 20% undervalued after recent price dropOver 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 05Third 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 04Second 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 06First 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 23Chief Accounting Officer & Senior VP recently bought €44k worth of stockOn 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 23Chief Accounting Officer & Senior VP recently bought €44k worth of stockOn 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 23Chief Accounting Officer & Senior VP recently bought €44k worth of stockOn 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 09Lead Independent Director recently sold €70k worth of stockOn 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 01Now 22% undervaluedThe 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 24Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull 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 05Third 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 23Forecast to breakeven in 2021The 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 18Lead Independent Director recently sold €279k worth of stockOn 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 06Second 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 11Independent Director Meyer Malka Rais has left the companyOn 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 07First 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 05New 90-day low: €1,194The 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 02Revenue beats expectationsRevenue 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 11New 90-day high: €1,456The 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 22New 90-day high: €1,411The 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 04New 90-day high: €1,288The 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 07Revenue beats expectationsRevenue 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 07Third quarter 2020 earnings released: EPS US$0.30The 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 05New 90-day high: €1,223The 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 13New 90-day high: €1,052The 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 18New 90-day low: €818The 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.
