MercadoLibre（MELI N）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MELI N ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長6/6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33.5%で取引されている 収益は年間26.58%増加すると予測されています リスク分析利益率(6%)は昨年より低い(9.2%) 多額の負債を抱えている MX市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るMELI N Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW498,766 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG498,766 investors already sharing narrativesYour Fair ValueMex$Current PriceMex$32.78k13.9% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-209m81b2016201920222025202620282031Revenue US$80.7bEarnings US$4.9bAdvancedSet Fair ValueView all narrativesMercadoLibre, Inc. 競合他社El Puerto de Liverpool. deSymbol: BMV:LIVEPOL C-1Market cap: Mex$134.3bGrupo Palacio de Hierro. deSymbol: BMV:GPH 1Market cap: Mex$15.9bPDD HoldingsSymbol: NasdaqGS:PDDMarket cap: US$120.4bProsusSymbol: ENXTAM:PRXMarket cap: €83.0b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$32,775.0052週高値US$46,300.0052週安値US$25,850.00ベータ1.341ヶ月の変化19.90%3ヶ月変化1.39%1年変化-27.17%3年間の変化63.17%5年間の変化6.08%IPOからの変化9,654.46%最新ニュースRecent Insider Transactions • Jun 17Chief Accounting Officer & Senior VP recently bought Mex$3.5m worth of stockOn the 11th of June, Marcelo Melamud bought around 125 shares on-market at roughly Mex$27,880 per share. This transaction increased Marcelo's direct individual holding by 1x at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth Mex$17m. Despite this recent purchase, insiders have collectively sold Mex$19m more in shares than they bought in the last 12 months.Recent Insider Transactions • May 30Independent Director recently bought Mex$17m worth of stockOn the 22nd of May, Alejandro Nicolas Aguzin bought around 600 shares on-market at roughly Mex$28,687 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$23m more in shares than they bought in the last 12 months.Recent Insider Transactions • May 29Independent Director recently bought Mex$17m worth of stockOn the 22nd of May, Alejandro Nicolas Aguzin bought around 600 shares on-market at roughly Mex$28,687 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$23m more in shares than they bought in the last 12 months.Reported Earnings • May 10First quarter 2026 earnings released: EPS: US$8.23 (vs US$9.74 in 1Q 2025)First quarter 2026 results: EPS: US$8.23 (down from US$9.74 in 1Q 2025). Revenue: US$8.85b (up 49% from 1Q 2025). Net income: US$417.0m (down 16% from 1Q 2025). Profit margin: 4.7% (down from 8.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.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.最新情報をもっと見るRecent updatesRecent Insider Transactions • Jun 17Chief Accounting Officer & Senior VP recently bought Mex$3.5m worth of stockOn the 11th of June, Marcelo Melamud bought around 125 shares on-market at roughly Mex$27,880 per share. This transaction increased Marcelo's direct individual holding by 1x at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth Mex$17m. Despite this recent purchase, insiders have collectively sold Mex$19m more in shares than they bought in the last 12 months.Recent Insider Transactions • May 30Independent Director recently bought Mex$17m worth of stockOn the 22nd of May, Alejandro Nicolas Aguzin bought around 600 shares on-market at roughly Mex$28,687 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$23m more in shares than they bought in the last 12 months.Recent Insider Transactions • May 29Independent Director recently bought Mex$17m worth of stockOn the 22nd of May, Alejandro Nicolas Aguzin bought around 600 shares on-market at roughly Mex$28,687 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$23m more in shares than they bought in the last 12 months.Reported Earnings • May 10First quarter 2026 earnings released: EPS: US$8.23 (vs US$9.74 in 1Q 2025)First quarter 2026 results: EPS: US$8.23 (down from US$9.74 in 1Q 2025). Revenue: US$8.85b (up 49% from 1Q 2025). Net income: US$417.0m (down 16% from 1Q 2025). Profit margin: 4.7% (down from 8.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.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.Recent Insider Transactions • Mar 05Chief Accounting Officer & Senior VP recently bought Mex$1.7m worth of stockOn the 27th of February, Marcelo Melamud bought around 57.0 shares on-market at roughly Mex$30,209 per share. This transaction increased Marcelo's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$40m more in shares than they bought in the last 12 months.Recent Insider Transactions • Mar 05Chief Accounting Officer & Senior VP recently bought Mex$1.7m worth of stockOn the 27th of February, Marcelo Melamud bought around 57.0 shares on-market at roughly Mex$30,209 per share. This transaction increased Marcelo's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$40m more in shares than they bought in the last 12 months.Recent Insider Transactions • Mar 03Chief Accounting Officer & Senior VP recently bought Mex$1.7m worth of stockOn the 27th of February, Marcelo Melamud bought around 57.0 shares on-market at roughly Mex$30,209 per share. This transaction increased Marcelo's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$40m more in shares than they bought in the last 12 months.Reported Earnings • Feb 25Full year 2025 earnings released: EPS: US$39.39 (vs US$37.69 in FY 2024)Full year 2025 results: EPS: US$39.39 (up from US$37.69 in FY 2024). Revenue: US$28.9b (up 39% from FY 2024). Net income: US$2.00b (up 4.5% from FY 2024). Profit margin: 6.9% (down from 9.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.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, 2026Recent Insider Transactions • Dec 12Independent Director recently sold Mex$9.2m worth of stockOn the 9th of December, Stelleo Tolda sold around 246 shares on-market at roughly Mex$37,236 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Buy Or Sell Opportunity • Dec 10Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to Mex$36,119. The fair value is estimated to be Mex$46,650, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 51%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.New Risk • Nov 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 6.3% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (6.3% average weekly change). Minor Risk High level of debt (59% net debt to equity).Buy Or Sell Opportunity • Nov 20Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to Mex$35,005. The fair value is estimated to be Mex$46,780, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 51%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.New Risk • Nov 02New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 59% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. 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 (5.7% average weekly change).Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: US$8.30 (vs US$7.83 in 3Q 2024)Third quarter 2025 results: EPS: US$8.30 (up from US$7.83 in 3Q 2024). Revenue: US$7.41b (up 40% from 3Q 2024). Net income: US$421.0m (up 6.0% from 3Q 2024). Profit margin: 5.7% (down from 7.5% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.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, 2025New Risk • Oct 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 4.9% 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 (57% net debt to equity). Share price has been volatile over the past 3 months (4.9% average weekly change).New Risk • Aug 06New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 57% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: US$10.32 (vs US$10.47 in 2Q 2024)Second quarter 2025 results: EPS: US$10.32 (down from US$10.47 in 2Q 2024). Revenue: US$6.79b (up 34% from 2Q 2024). Net income: US$523.0m (down 1.5% from 2Q 2024). Profit margin: 7.7% (down from 11% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.New Risk • Jul 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 5.1% 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. This is currently the only risk that has been identified for the company.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, 2025Reported Earnings • May 08First quarter 2025 earnings released: EPS: US$9.74 (vs US$6.79 in 1Q 2024)First quarter 2025 results: EPS: US$9.74 (up from US$6.79 in 1Q 2024). Revenue: US$5.94b (up 37% from 1Q 2024). Net income: US$494.0m (up 44% from 1Q 2024). Profit margin: 8.3% (up from 7.9% in 1Q 2024). 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 8.9% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.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, 2025Reported Earnings • Feb 21Full year 2024 earnings released: EPS: US$37.69 (vs US$19.64 in FY 2023)Full year 2024 results: EPS: US$37.69 (up from US$19.64 in FY 2023). Revenue: US$20.8b (up 44% from FY 2023). Net income: US$1.91b (up 94% from FY 2023). Profit margin: 9.2% (up from 6.8% in FY 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 9.3% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Dec 03Lead Independent Director recently sold Mex$2.0m worth of stockOn the 29th of November, Emiliano Calemzuk sold around 50.0 shares on-market at roughly Mex$40,301 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.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, 2025Reported Earnings • Nov 07Third quarter 2024 earnings released: EPS: US$7.83 (vs US$7.18 in 3Q 2023)Third quarter 2024 results: EPS: US$7.83 (up from US$7.18 in 3Q 2023). Revenue: US$5.31b (up 41% from 3Q 2023). Net income: US$397.0m (up 11% from 3Q 2023). Profit margin: 7.5% (down from 9.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Nov 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to Mex$41,400. The fair value is estimated to be Mex$34,436, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 35% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.Buy Or Sell Opportunity • Oct 11Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 32% to Mex$40,310. The fair value is estimated to be Mex$33,375, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 35% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 24% 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 Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has fallen by 5% per year, 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 03First 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 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.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.New Risk • Feb 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 5.5% 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. This is currently the only risk that has been identified for the company.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 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.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 03Third 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 11% growth forecast for the Global Multiline Retail industry. 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 9% 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 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 119% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.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, 2023Reported 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 6.9% growth forecast for the Multiline Retail industry in South America. 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 6% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Mar 10Lead Independent Director recently sold Mex$3.4m worth of stockOn the 7th of March, Emiliano Calemzuk sold around 150 shares on-market at roughly Mex$22,784 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 Mex$1.8m 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 12% growth forecast for the Global Online Retail industry. 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 21% 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, 2023Reported Earnings • Nov 04Third 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 22% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Online Retail industry in South America. 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 24% 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 28% growth forecast for the industry in Mexico. 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 16% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jul 22Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be Mex$19,835, 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% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 23% per annum. Earnings is also forecast to grow by 43% per annum over the same time period.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 45% growth forecast for the industry in Mexico. 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 20% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Mar 23Chief Accounting Officer & Senior VP recently bought Mex$1.0m worth of stockOn the 14th of March, Marcelo Melamud bought around 55.0 shares on-market at roughly Mex$18,431 per share. In the last 3 months, there was an even bigger purchase from another insider worth Mex$4.2m. Insiders have collectively bought Mex$27m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Mar 23Chief Accounting Officer & Senior VP recently bought Mex$1.0m worth of stockOn the 14th of March, Marcelo Melamud bought around 55.0 shares on-market at roughly Mex$18,431 per share. In the last 3 months, there was an even bigger purchase from another insider worth Mex$4.2m. Insiders have collectively bought Mex$27m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Mar 23Chief Accounting Officer & Senior VP recently bought Mex$1.0m worth of stockOn the 14th of March, Marcelo Melamud bought around 55.0 shares on-market at roughly Mex$18,431 per share. In the last 3 months, there was an even bigger purchase from another insider worth Mex$4.2m. Insiders have collectively bought Mex$27m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Mar 10Lead Independent Director recently sold Mex$1.6m worth of stockOn the 7th of March, Emiliano Calemzuk sold around 75.0 shares on-market at roughly Mex$21,396 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought Mex$22m more than they sold in the last 12 months.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 33%, compared to a 66% growth forecast for the retail industry in Mexico. 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 31% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 06Third 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 69% 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 Mex$6.6m worth of stockOn the 16th of August, Emiliano Calemzuk sold around 178 shares on-market at roughly Mex$36,809 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$167m 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 71% 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 68% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Mar 03Revenue beats expectationsRevenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 39%, compared to a 34% growth forecast for the Online Retail industry in Mexico.Is New 90 Day High Low • Feb 05New 90-day high: Mex$38,890The company is up 27% from its price of Mex$30,550 on 06 November 2020. The Mexican market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$3,304 per share.Is New 90 Day High Low • Jan 12New 90-day high: Mex$35,221The company is up 30% from its price of Mex$27,000 on 13 October 2020. The Mexican market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$1,253 per share.Is New 90 Day High Low • Dec 23New 90-day high: Mex$34,840The company is up 54% from its price of Mex$22,655 on 24 September 2020. The Mexican market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$980 per share.Is New 90 Day High Low • Dec 08New 90-day high: Mex$31,400The company is up 39% from its price of Mex$22,521 on 08 September 2020. The Mexican market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed 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 Mex$910 per share.Is New 90 Day High Low • Nov 06New 90-day high: Mex$29,700The company is up 7.0% from its price of Mex$27,800 on 07 August 2020. The Mexican market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$927 per share.Reported Earnings • Nov 06Third 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 79% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Nov 06Revenue beats expectationsRevenue exceeded analyst estimates by 13%. Over the next year, revenue is forecast to grow 43%, compared to a 5.4% growth forecast for the Online Retail industry in Mexico.Is New 90 Day High Low • Oct 21New 90-day high: Mex$28,200The company is up 22% from its price of Mex$23,050 on 22 July 2020. The Mexican market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$780 per share.Is New 90 Day High Low • Sep 18New 90-day low: Mex$20,387The company is down 3.0% from its price of Mex$21,095 on 18 June 2020. The Mexican market is also down 3.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed 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 Mex$638 per share.株主還元MELI NMX Multiline RetailMX 市場7D2.4%-1.2%-0.2%1Y-27.2%12.0%16.1%株主還元を見る業界別リターン: MELI N過去 1 年間で12 % の収益を上げたMX Multiline Retail業界を下回りました。リターン対市場: MELI Nは、過去 1 年間で16.1 % のリターンを上げたMX市場を下回りました。価格変動Is MELI N's price volatile compared to industry and market?MELI N volatilityMELI N Average Weekly Movement5.9%Multiline Retail Industry Average Movement4.1%Market Average Movement3.6%10% most volatile stocks in MX Market6.0%10% least volatile stocks in MX Market2.3%安定した株価: MELI Nの株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: MELI Nの weekly volatility ( 6% ) は過去 1 年間安定していますが、依然としてMXの株式の 75% よりも高くなっています。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。MELI N 基礎統計学時価総額Mex$1.65t収益（TTM）Mex$33.47b売上高(TTM)Mex$554.46b49.5xPER（株価収益率3.0xP/SレシオMELI N 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MELI N 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%MELI N 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2026/07/14 19:12終値2026/07/14 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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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。47 アナリスト機関Yanfang JiangBenchmark CompanyRobert Ford AguilarBofA Global ResearchPedro PintoBradesco S.A. Corretora de Títulos e Valores Mobiliários44 その他のアナリストを表示
Recent Insider Transactions • Jun 17Chief Accounting Officer & Senior VP recently bought Mex$3.5m worth of stockOn the 11th of June, Marcelo Melamud bought around 125 shares on-market at roughly Mex$27,880 per share. This transaction increased Marcelo's direct individual holding by 1x at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth Mex$17m. Despite this recent purchase, insiders have collectively sold Mex$19m more in shares than they bought in the last 12 months.
Recent Insider Transactions • May 30Independent Director recently bought Mex$17m worth of stockOn the 22nd of May, Alejandro Nicolas Aguzin bought around 600 shares on-market at roughly Mex$28,687 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$23m more in shares than they bought in the last 12 months.
Recent Insider Transactions • May 29Independent Director recently bought Mex$17m worth of stockOn the 22nd of May, Alejandro Nicolas Aguzin bought around 600 shares on-market at roughly Mex$28,687 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$23m more in shares than they bought in the last 12 months.
Reported Earnings • May 10First quarter 2026 earnings released: EPS: US$8.23 (vs US$9.74 in 1Q 2025)First quarter 2026 results: EPS: US$8.23 (down from US$9.74 in 1Q 2025). Revenue: US$8.85b (up 49% from 1Q 2025). Net income: US$417.0m (down 16% from 1Q 2025). Profit margin: 4.7% (down from 8.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
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.
Recent Insider Transactions • Jun 17Chief Accounting Officer & Senior VP recently bought Mex$3.5m worth of stockOn the 11th of June, Marcelo Melamud bought around 125 shares on-market at roughly Mex$27,880 per share. This transaction increased Marcelo's direct individual holding by 1x at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth Mex$17m. Despite this recent purchase, insiders have collectively sold Mex$19m more in shares than they bought in the last 12 months.
Recent Insider Transactions • May 30Independent Director recently bought Mex$17m worth of stockOn the 22nd of May, Alejandro Nicolas Aguzin bought around 600 shares on-market at roughly Mex$28,687 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$23m more in shares than they bought in the last 12 months.
Recent Insider Transactions • May 29Independent Director recently bought Mex$17m worth of stockOn the 22nd of May, Alejandro Nicolas Aguzin bought around 600 shares on-market at roughly Mex$28,687 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$23m more in shares than they bought in the last 12 months.
Reported Earnings • May 10First quarter 2026 earnings released: EPS: US$8.23 (vs US$9.74 in 1Q 2025)First quarter 2026 results: EPS: US$8.23 (down from US$9.74 in 1Q 2025). Revenue: US$8.85b (up 49% from 1Q 2025). Net income: US$417.0m (down 16% from 1Q 2025). Profit margin: 4.7% (down from 8.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
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.
Recent Insider Transactions • Mar 05Chief Accounting Officer & Senior VP recently bought Mex$1.7m worth of stockOn the 27th of February, Marcelo Melamud bought around 57.0 shares on-market at roughly Mex$30,209 per share. This transaction increased Marcelo's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$40m more in shares than they bought in the last 12 months.
Recent Insider Transactions • Mar 05Chief Accounting Officer & Senior VP recently bought Mex$1.7m worth of stockOn the 27th of February, Marcelo Melamud bought around 57.0 shares on-market at roughly Mex$30,209 per share. This transaction increased Marcelo's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$40m more in shares than they bought in the last 12 months.
Recent Insider Transactions • Mar 03Chief Accounting Officer & Senior VP recently bought Mex$1.7m worth of stockOn the 27th of February, Marcelo Melamud bought around 57.0 shares on-market at roughly Mex$30,209 per share. This transaction increased Marcelo's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$40m more in shares than they bought in the last 12 months.
Reported Earnings • Feb 25Full year 2025 earnings released: EPS: US$39.39 (vs US$37.69 in FY 2024)Full year 2025 results: EPS: US$39.39 (up from US$37.69 in FY 2024). Revenue: US$28.9b (up 39% from FY 2024). Net income: US$2.00b (up 4.5% from FY 2024). Profit margin: 6.9% (down from 9.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
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
Recent Insider Transactions • Dec 12Independent Director recently sold Mex$9.2m worth of stockOn the 9th of December, Stelleo Tolda sold around 246 shares on-market at roughly Mex$37,236 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Buy Or Sell Opportunity • Dec 10Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to Mex$36,119. The fair value is estimated to be Mex$46,650, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 51%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.
New Risk • Nov 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 6.3% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (6.3% average weekly change). Minor Risk High level of debt (59% net debt to equity).
Buy Or Sell Opportunity • Nov 20Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to Mex$35,005. The fair value is estimated to be Mex$46,780, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 51%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.
New Risk • Nov 02New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 59% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. 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 (5.7% average weekly change).
Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: US$8.30 (vs US$7.83 in 3Q 2024)Third quarter 2025 results: EPS: US$8.30 (up from US$7.83 in 3Q 2024). Revenue: US$7.41b (up 40% from 3Q 2024). Net income: US$421.0m (up 6.0% from 3Q 2024). Profit margin: 5.7% (down from 7.5% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
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
New Risk • Oct 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 4.9% 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 (57% net debt to equity). Share price has been volatile over the past 3 months (4.9% average weekly change).
New Risk • Aug 06New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 57% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: US$10.32 (vs US$10.47 in 2Q 2024)Second quarter 2025 results: EPS: US$10.32 (down from US$10.47 in 2Q 2024). Revenue: US$6.79b (up 34% from 2Q 2024). Net income: US$523.0m (down 1.5% from 2Q 2024). Profit margin: 7.7% (down from 11% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
New Risk • Jul 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 5.1% 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. This is currently the only risk that has been identified for the company.
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
Reported Earnings • May 08First quarter 2025 earnings released: EPS: US$9.74 (vs US$6.79 in 1Q 2024)First quarter 2025 results: EPS: US$9.74 (up from US$6.79 in 1Q 2024). Revenue: US$5.94b (up 37% from 1Q 2024). Net income: US$494.0m (up 44% from 1Q 2024). Profit margin: 8.3% (up from 7.9% in 1Q 2024). 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 8.9% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.
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
Reported Earnings • Feb 21Full year 2024 earnings released: EPS: US$37.69 (vs US$19.64 in FY 2023)Full year 2024 results: EPS: US$37.69 (up from US$19.64 in FY 2023). Revenue: US$20.8b (up 44% from FY 2023). Net income: US$1.91b (up 94% from FY 2023). Profit margin: 9.2% (up from 6.8% in FY 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 9.3% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Dec 03Lead Independent Director recently sold Mex$2.0m worth of stockOn the 29th of November, Emiliano Calemzuk sold around 50.0 shares on-market at roughly Mex$40,301 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
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
Reported Earnings • Nov 07Third quarter 2024 earnings released: EPS: US$7.83 (vs US$7.18 in 3Q 2023)Third quarter 2024 results: EPS: US$7.83 (up from US$7.18 in 3Q 2023). Revenue: US$5.31b (up 41% from 3Q 2023). Net income: US$397.0m (up 11% from 3Q 2023). Profit margin: 7.5% (down from 9.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Nov 01Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to Mex$41,400. The fair value is estimated to be Mex$34,436, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 35% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
Buy Or Sell Opportunity • Oct 11Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 32% to Mex$40,310. The fair value is estimated to be Mex$33,375, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 35% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 24% 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 Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has fallen by 5% per year, 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 03First 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 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
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.
New Risk • Feb 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 5.5% 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. This is currently the only risk that has been identified for the company.
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 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
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 03Third 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 11% growth forecast for the Global Multiline Retail industry. 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 9% 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 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 119% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
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
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 6.9% growth forecast for the Multiline Retail industry in South America. 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 6% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Mar 10Lead Independent Director recently sold Mex$3.4m worth of stockOn the 7th of March, Emiliano Calemzuk sold around 150 shares on-market at roughly Mex$22,784 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 Mex$1.8m 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 12% growth forecast for the Global Online Retail industry. 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 21% 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
Reported Earnings • Nov 04Third 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 22% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Online Retail industry in South America. 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 24% 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 28% growth forecast for the industry in Mexico. 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 16% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jul 22Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be Mex$19,835, 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% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 23% per annum. Earnings is also forecast to grow by 43% per annum over the same time period.
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 45% growth forecast for the industry in Mexico. 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 20% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Mar 23Chief Accounting Officer & Senior VP recently bought Mex$1.0m worth of stockOn the 14th of March, Marcelo Melamud bought around 55.0 shares on-market at roughly Mex$18,431 per share. In the last 3 months, there was an even bigger purchase from another insider worth Mex$4.2m. Insiders have collectively bought Mex$27m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Mar 23Chief Accounting Officer & Senior VP recently bought Mex$1.0m worth of stockOn the 14th of March, Marcelo Melamud bought around 55.0 shares on-market at roughly Mex$18,431 per share. In the last 3 months, there was an even bigger purchase from another insider worth Mex$4.2m. Insiders have collectively bought Mex$27m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Mar 23Chief Accounting Officer & Senior VP recently bought Mex$1.0m worth of stockOn the 14th of March, Marcelo Melamud bought around 55.0 shares on-market at roughly Mex$18,431 per share. In the last 3 months, there was an even bigger purchase from another insider worth Mex$4.2m. Insiders have collectively bought Mex$27m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Mar 10Lead Independent Director recently sold Mex$1.6m worth of stockOn the 7th of March, Emiliano Calemzuk sold around 75.0 shares on-market at roughly Mex$21,396 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought Mex$22m more than they sold in the last 12 months.
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 33%, compared to a 66% growth forecast for the retail industry in Mexico. 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 31% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 06Third 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 69% 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 Mex$6.6m worth of stockOn the 16th of August, Emiliano Calemzuk sold around 178 shares on-market at roughly Mex$36,809 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$167m 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 71% 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 68% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Mar 03Revenue beats expectationsRevenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 39%, compared to a 34% growth forecast for the Online Retail industry in Mexico.
Is New 90 Day High Low • Feb 05New 90-day high: Mex$38,890The company is up 27% from its price of Mex$30,550 on 06 November 2020. The Mexican market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$3,304 per share.
Is New 90 Day High Low • Jan 12New 90-day high: Mex$35,221The company is up 30% from its price of Mex$27,000 on 13 October 2020. The Mexican market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$1,253 per share.
Is New 90 Day High Low • Dec 23New 90-day high: Mex$34,840The company is up 54% from its price of Mex$22,655 on 24 September 2020. The Mexican market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$980 per share.
Is New 90 Day High Low • Dec 08New 90-day high: Mex$31,400The company is up 39% from its price of Mex$22,521 on 08 September 2020. The Mexican market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed 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 Mex$910 per share.
Is New 90 Day High Low • Nov 06New 90-day high: Mex$29,700The company is up 7.0% from its price of Mex$27,800 on 07 August 2020. The Mexican market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$927 per share.
Reported Earnings • Nov 06Third 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 79% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Nov 06Revenue beats expectationsRevenue exceeded analyst estimates by 13%. Over the next year, revenue is forecast to grow 43%, compared to a 5.4% growth forecast for the Online Retail industry in Mexico.
Is New 90 Day High Low • Oct 21New 90-day high: Mex$28,200The company is up 22% from its price of Mex$23,050 on 22 July 2020. The Mexican market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$780 per share.
Is New 90 Day High Low • Sep 18New 90-day low: Mex$20,387The company is down 3.0% from its price of Mex$21,095 on 18 June 2020. The Mexican market is also down 3.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed 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 Mex$638 per share.
