MercadoLibre マネジメント
マネジメント 基準チェック /44
MercadoLibreの CEO はAriel Szarfsztejnで、 Jan2026年に任命され、 の在任期間は 1 年未満です。 の年間総報酬は$ 4.30Mで、 15.1%給与と84.9%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0%を直接所有しており、その価値は$ 127.60K 。経営陣と取締役会の平均在任期間はそれぞれ5.8年と9.3年です。
主要情報
Ariel Szarfsztejn
最高経営責任者
US$4.3m
報酬総額
| CEO給与比率 | 15.06% |
| CEO在任期間 | less than a year |
| CEOの所有権 | 0.0001% |
| 経営陣の平均在職期間 | 5.8yrs |
| 取締役会の平均在任期間 | 9.3yrs |
経営陣の近況
Recent updates
Mercado Libre: Love And Hate
Summary Mercado Libre's stock dropped quite a bit after its earnings. Margin compression and lower EPS were the reasons and why these should not worry you. A deep dive into the earnings, as there's a lot to cover. The valuation looks very attractive. Why I rate Mercado Libre a Strong Buy. Read the full article on Seeking AlphaMercadoLibre's 19% Revenue Growth Will Propel Their Future Success
The story behind my purchase of Mercado Libre it’s not a technical as the other commentaries. I am positioned such that I’ve been in meetings with the former ambassador for Venezuela, realize President Trump‘s desire to have “better relations“ with Latin America, hope for a more open Cuba / Venezuela.MELI: Heavy Investment Cycle And Brazil Competition Will Shape Future Margin Upside
MercadoLibre's analyst fair value estimate is updated from $1,827 to $1,750 as analysts factor in softer revenue growth assumptions, lower margin expectations tied to ongoing competitive and investment pressures, and a higher discount rate, partially balanced by a higher future P/E multiple. Analyst Commentary Recent Street research points to a clear reset in expectations for MercadoLibre, with many bearish analysts cutting price targets and turning more cautious on the near term risk and reward.MELI: Heavy 2026 Investment In Argentina Expected To Reset Margins Before Expansion
The analyst price target for MercadoLibre has moved from $2,639.69 to $2,439.88 as analysts factor in higher near term investment and more tempered profit margin expectations, while still highlighting solid revenue momentum and a slightly lower assumed future P/E multiple. Analyst Commentary Recent Street research around MercadoLibre centers on how heavier near term spending, competitive pressure in Brazil, and evolving expectations for profitability feed into valuation.MELI: Heavy Investment And Brazil Competition Will Influence Fairly Valued Margin Outlook
The analyst price target for MercadoLibre has been revised from $1,858.67 to $1,827.00, as analysts weigh continued heavy investment, intense competition in Brazil, and mixed margin trends, alongside solid revenue and payments growth. Analyst Commentary Recent Street research on MercadoLibre reflects a more cautious tone, even as some firms still highlight positives around revenue, user experience, and fintech traction.MELI: Investment Cycle And Brazil Competition Will Shape Future Margin Recovery
Analysts have trimmed the implied fair value for MercadoLibre shares from about $2,190 to roughly $1,859. This reflects lower profit margin and P/E assumptions, even as they highlight continued investment, intense competition in Brazil, and ongoing support for growth in e-commerce and fintech.MELI: Heavy 2026 Investment Cycle Expected To Reset Margins Before Expansion
The analyst fair value estimate for MercadoLibre has been reduced from $2,805.46 to $2,639.69 as analysts factor in sustained competitive pressure from Shopee, a slightly higher discount rate, more moderate revenue growth assumptions, and lower profitability expectations driven by ongoing investment. Analyst Commentary Recent Street research on MercadoLibre reflects a mix of optimism around long-term execution and caution around the investment cycle and competitive intensity, particularly in Brazil.MELI: Investment Cycle And Robotics Adoption Will Shape Future Margin Upside
Narrative Update The analyst price target for MercadoLibre has been trimmed from $2,352.11 to $2,190.00 as analysts factor in higher discount rates, more moderate revenue growth and profit margins, and adjustments related to the company's ongoing investment cycle highlighted in recent research updates. Analyst Commentary Recent research on MercadoLibre points to a more cautious tone around the stock, even as many firms still express confidence in the long term.MELI: Execution On Share Defense And Robotics Adoption Will Shape Future Profit Margins
Our updated narrative fair value for MercadoLibre edges up to $2,352 from $2,340, reflecting analysts' slightly higher revenue growth and margin assumptions, along with modestly lower long term P/E and discount rate expectations following recent price target tweaks from $2,700 to $2,600 and from $3,000 to $2,900. Analyst Commentary Street research around MercadoLibre has shifted toward slightly more conservative expectations, even as some firms maintain constructive views on the long term story.MELI: Higher Sector Take Rates Will Support 2026 Margin Expansion
Analysts have trimmed their fair value estimate for MercadoLibre to about US$2,805 from roughly US$2,847, citing updated price targets, such as the recent move to US$2,900, and discussion of competitive take rates that feed into slightly adjusted growth and margin assumptions, the discount rate, and future P/E expectations. Analyst Commentary Recent Street research highlights a mix of optimism and caution around MercadoLibre, with price target adjustments and peer developments feeding into updated views on growth, margins, and valuation.MELI: Argentina De Risking Will Support Upside Despite Brazilian E Commerce Pressures
Narrative Update The updated analyst fair value estimate for MercadoLibre has moved from about $3,406 to roughly $3,285. This reflects a slightly higher discount rate and more measured assumptions on revenue growth, profit margins, and future P/E, in line with recent Street research where analysts have modestly adjusted price targets while weighing Argentina de risking against a more competitive Brazilian e commerce backdrop.MELI: Rising Brazil Competition And Fair Valuation Will Shape Future Profit Margins
Analysts have trimmed their blended price target for MercadoLibre by about $7 per share. This reflects slightly softer revenue growth assumptions and higher discount rates, partly offset by expectations for stronger profit margins and a lower future P/E multiple in light of recent target moves from Barclays, UBS and JPMorgan.MELI: Rising Competition In Brazil Will Shape Future Profit Margin Trajectory
Our updated narrative price target for MercadoLibre rises to approximately $2,347, up from about $2,106, as analysts balance robust top line momentum and higher assumed revenue growth with a slightly richer valuation multiple and mounting competitive and margin pressures highlighted in recent Street research. Analyst Commentary Street research over the past several weeks reflects a more nuanced and selectively cautious stance on MercadoLibre, with several bearish analysts trimming price targets even as long term growth drivers remain intact.MELI: Fixed Cost Leverage Will Drive 2026 Margin Expansion Amid Intensifying Competition
Analysts have nudged our MercadoLibre fair value estimate slightly lower to approximately $2,847 from about $2,862, reflecting modest target price trims tied to rising competitive pressure and recent earnings estimate cuts, partially offset by continued confidence in the company’s long term growth and margin levers. Analyst Commentary Street research on MercadoLibre has recently tilted mixed, with modest price target revisions reflecting a balance between confidence in the company’s long term growth runway and caution around near term competitive and macro headwinds.MELI: Rising Fixed Cost Leverage Will Drive Margin Expansion Despite Competition
MercadoLibre's analyst price target has moved modestly to $2,861.96 from $2,893.88, as analysts weigh ongoing competitive pressures, slight profit margin compression, and recent de-risking in Argentina. Analyst Commentary Recent Street research reflects a nuanced view of MercadoLibre's prospects, with analysts highlighting both the opportunities and ongoing risks impacting its valuation and growth outlook.Digital Retail And MercadoPago Adoption Will Fuel Future Markets
Analysts have raised MercadoLibre’s price target to $2,876, reflecting confidence in its aggressive push into Brazil’s low-ASP e-commerce segment despite rising competition, driven by strong Q2 execution and potential for share gains among value-focused consumers. Analyst Commentary MercadoLibre is aggressively targeting the lower average selling price (ASP) segment in Brazil, including a significant lowering of the free shipping threshold and large-scale promotional campaigns, to directly compete with Shopee, Temu, and TikTok Shop.We Ran A Stock Scan For Earnings Growth And MercadoLibre (NASDAQ:MELI) Passed With Ease
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Investors Should Be Encouraged By MercadoLibre's (NASDAQ:MELI) Returns On Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...MercadoLibre: Near Its Lowest Valuation Ever
Summary Higher rates have caused MercadoLibre's valuation to compress, expanding the forward returns it offers. Because risk = return, we'd expect the business' risk to also have expanded. But the opposite has been true: MercadoLibre is now more mature and more durable than ever, while remaining on a runway for growth that spans many years into the future. In short, I like MercadoLibre's risk = return setup today: Higher returns due to higher rates, and lower risk due to exceptional business strength and greater scale. This is exactly what we'd want in an investment setup. Read the full article on Seeking AlphaMercadoLibre: Strong Growth Potential At A Cheap Valuation
Summary MercadoLibre stock has obtained an appealing return despite weak equity performances in core markets. In Q4, the company reiterated its strong growth, with net income growing 287% year-over-year. MercadoLibre combines robust growth with an undervaluation compared to its history and optimistic sell-side analysts' ratings. Read the full article on Seeking AlphaMercadoLibre Q4 Earnings: Where Margins Take Center Stage
Summary MercadoLibre, Inc.'s Q4 performance surpassed expectations, with revenue meeting estimates and margins improving significantly. Argentina's economic stability boosted consolidated results, while Brazil and Mexico continued strong growth. MELI’s e-commerce GMV grew 8.2% YOY, despite currency challenges, with a strong performance in Argentina. Mercado Pago saw rapid growth, with its loan portfolio up 77% YOY and credit cards growing 172%. MELI's implied share price suggests a 16% upside, based on aggressive growth assumptions and margin expansion. Read the full article on Seeking AlphaMercadoLibre: Strong 2025 Growth Expected, Shares Hit Key Support
Summary I have a buy rating on MercadoLibre due to its robust growth profile, strong technicals, and justified high P/E ratio near 60. Despite a Q3 earnings miss, MELI's growth trends are healthy, with significant gains in ad revenue, operating leverage, and market share. Key risks include macroeconomic slowdowns, political turmoil, increased competition, and higher interest rates, but MELI's fintech innovations and large addressable market offer upside potential. Technically, MELI's chart shows strong support and resistance levels, with potential for significant price appreciation if it breaks above its all-time high. Read the full article on Seeking AlphaMercadoLibre: Numerous Macro Headwinds (Rating Downgrade)
Summary I am downgrading MercadoLibre (MELI) to Hold due to previously underestimated country risks and macroeconomic headwinds. MELI's 17% stock decline in the past three months is attributed to foreign exchange headwinds and decelerating revenue growth. The Brazilian Real's significant depreciation and anticipated economic challenges in 2025 will likely impact MELI's performance reported in USD. Read the full article on Seeking AlphaMercadoLibre: A Top E-Commerce Play For 2025 And Beyond
Summary MercadoLibre's share price drop presents a buying opportunity, as the investment is supported by strong GMV growth and profitability in key markets like Brazil and Mexico. The company's robust financial performance, including double-digit operating margins and significant earnings growth, underscores its long-term growth potential. Key growth catalysts include expanding in South and Central America, leveraging AI, enhancing its Fintech business, and potentially initiating a stock buyback program. MercadoLibre's strong business execution and favorable long-term market conditions suggest 20% upside potential, making it a compelling investment for growth investors. Read the full article on Seeking AlphaMercadoLibre: More Undervalued Than You Think
Summary MercadoLibre's recent stock dip presents a buying opportunity, driven by strong growth in e-commerce and fintech sectors despite macroeconomic challenges in Brazil. E-commerce growth is robust, with 7 million new buyers and significant market potential, aiming for a $105 billion opportunity by 2027. Fintech division shows impressive metrics, with 35% growth in monthly active users and 93% YoY growth in assets under management. Despite short-term profitability concerns, MELI's strategic investments in logistics and fintech position it for substantial long-term gains. Read the full article on Seeking AlphaMercadoLibre Stock Is Shooting To The Moon
Summary MercadoLibre dominates Latin America's high-growth e-commerce market, supported by unique regional expertise, first-mover advantage, and diversified operations including fintech and logistics. With a 14% 10-year projected revenue CAGR, expanding EBITDA margins (18.5% by 2034), and robust leadership, MELI is poised for long-term success despite conservative valuation assumptions. Despite threats from Amazon and cost-driven rivals (e.g., Shein, Temu), MercadoLibre's tailored regional strategy and AI-driven efficiencies solidify its Strong Buy status for growth portfolios. Read the full article on Seeking AlphaMercadoLibre: Buy The Unwarranted Pullback, Credit Growth Headwinds Are Temporary
Summary MELI's recent pullback to $1.77K is unwarranted indeed, since the strategic investments have contributed to the robust FQ3'24 performance metrics. At the same time, the credit segment headwinds are likely to be temporal, as the management continues to report healthy credit profile while accelerating into the upmarket segment. Even so, the recent correction has been a gift, since MELI now trades attractively at FWD PEG non-GAAP ratio of 1.41x, offering interested investors with excellent margin of safety. It has also triggered a richer upside potential to our raised long-term price target, offering double digits capital appreciation prospect to those whom buy the dip. In the long term, we believe that MELI's strategic investments are likely to drive its profitable growth prospects, aided by the region's nascent e-commerce, fintech, & advertising markets. Read the full article on Seeking AlphaMercadoLibre: Recent Dip Adds Margin Of Safety
Summary MercadoLibre's stock dipped 15% despite strong revenue growth due to missing EPS estimates and a significant drop in EBIT margin. The company shows solid operational performance with growth in GMV, unique buyers, and fintech metrics, but faced pressure in margins. MercadoLibre's growth story remains credible, supported by market share gains and expansion opportunities, although competition and economic cyclicality pose risks. Current valuation offers a margin of safety, making MercadoLibre a cautious buy with potential for high-value generation and shareholder returns. Read the full article on Seeking AlphaMercadoLibre: Back To Its Margin Expansion And Hyper Growth Path (Rating Upgrade)
Summary MercadoLibre's Q2 results exceeded expectations, with revenue and EPS beating estimates by 8% and 24%, respectively, showcasing strong growth and profitability. Despite high investor expectations, MELI's diversified business model and strategic investments continue to drive significant growth across all regions and verticals. MELI's valuation is justified given its robust growth prospects and potential for 15%+ annual returns. I upgrade MELI back to a 'Buy', acknowledging its impressive execution and potential to outperform conservative market estimates. Read the full article on Seeking AlphaEmerging As A Financial Powerhouse In Latin America With Decisive Growth And Innovation Initiatives
Strategic investments and marketing in key markets like Brazil and Mexico, alongside enhancements in user experience and logistics, are poised to significantly boost revenue.MercadoLibre: Vast Ecosystem And Enticing Valuation
Summary MercadoLibre is a Strong Buy due to its robust ecosystem in the fast-growing Latin American market, leveraging fintech and e-commerce synergies. The company shows impressive financial performance with 42% YoY revenue growth and a strong cash position, enabling aggressive investment and innovation. MELI stock is undervalued, trading at a 13% discount to its intrinsic value, presenting a solid potential upside. Despite competitive and regulatory risks, MELI's strategic strengths and market position make it a compelling investment opportunity. Read the full article on Seeking AlphaMercadoLibre Is Still One Of The Best Growth Plays Out There
Summary I initiated coverage of MercadoLibre, Inc. with a "Buy" rating in May 2024. The stock is beating the market so far - will it last? I believe so. The company's strategic investments in AI, free shipping, and credit portfolio expansion, alongside a potential banking license in Mexico, promise sustained growth. Despite risks like currency volatility and competition, MercadoLibre's comprehensive ecosystem and consistent earnings outperformance make it a promising investment. Analysts' forecasts underestimate MELI's EPS growth; I project a fair value of ~$2,335/share, 17% higher than the current price, reinforcing my "Buy" rating. Read the full article on Seeking AlphaMercadoLibre: Riding A Supersonic Growth Wave
Summary MercadoLibre is showing robust growth momentum across key metrics, while the stock appears significantly undervalued. Multiple strong growth drivers serve as a major catalyst, suggesting the company can sustain its impressive growth momentum over the long term. Valuation analysis suggests the stock is attractively valued, with a fair value of $185 billion, 85% higher than the current market cap. Read the full article on Seeking AlphaMercadoLibre: Like A Boss
Summary Mercado Libre reported its Q2 2024 earnings Thursday after the market closed and they were impressive. We look at the numbers and analyze the trends. Both Mercado Pago and the marketplace delivered stellar performances, posting the best growth numbers since 2021, when there was a strong pandemic tailwind. We examine the valuation from different angles and the stock looks still cheap or at least fairly valued, making it a buy. Read the full article on Seeking AlphaMercadoLibre: It May Be Just The Beginning Of A Great Rally
Summary MercadoLibre stock has increased by 21.6% since my bullish call three months ago, outperforming the S&P 500 index. I believe it's just the beginning. After MELI's Q1 results, Wall Street estimates have not increased significantly overall. But the business is blooming as far as I see. MercadoLibre's fintech arm, MercadoPago, is driving high-quality growth, with significant increases in total assets under management and credit portfolio. The company's operating profit margin could reach 35% by 2028, potentially increasing its stock to $2,300-$2,500 shortly, based on my DCF model. I believe that MELI's long-term uptrend will continue - hence my "Buy" rating update today. Read the full article on Seeking AlphaHarding Loevner - MercadoLibre: Alternative Payment Systems Boosts Core Offering
Summary MercadoLibre's alternative payment system, Mercado Pago, has helped differentiate its offerings and boost market share in Latin America's competitive e-commerce industry. Mercado Pago's success in Mexico, providing digital payments and credit to underserved populations, has strengthened MercadoLibre's market position against rivals like Amazon and Walmart. As Mercado Pago's credit business grows, the company must navigate funding and regulatory challenges to maintain its competitive edge and promote financial inclusion in Latin America. Read the full article on Seeking AlphaMercadoLibre: Entry Price Prohibitive In The Near Term (Rating Downgrade)
Summary MercadoLibre shares have been underperforming the market despite strong revenue and EPS growth. The company's success and potential are already reflected in the current price. Even with very attractive long-term prospects, it's important to consider entry price and near-term opportunity costs. Read the full article on Seeking AlphaMercadoLibre Stock Is A Growth Beast At A Reasonable Price
Summary MercadoLibre is the largest online trading ecosystem in Latin America, with a focus on improving e-commerce and digital financial services. The company has seen significant growth in its fintech division, with a credit portfolio exceeding $4.4 million and the issuance of 1.5 million credit cards. Despite challenges in Argentina's economy, MercadoLibre has managed to offset negative effects and maintain strong financial performance. I expect a continued contraction of MELI's key multiples amid rising earnings, which should ultimately lead to a continuation of the current upward trend in the medium term. MELI is a "Buy" right now, in my opinion. Read the full article on Seeking AlphaMercadoLibre: Another Staggering Quarter
Summary MercadoLibre recently delivered a stellar quarter with strong revenue and EPS growth. The company's financial position has significantly improved, with a $6 billion cash pile and a rapidly improving net cash position. MELI's business is spread across multiple Latin American economies, mitigating geographic concentration risks. My valuation analysis suggests that MELI's shares are more than two times undervalued. Read the full article on Seeking AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$2b |
| Dec 31 2025 | US$4m | US$648k | US$2b |
| Sep 30 2025 | n/a | n/a | US$2b |
| Jun 30 2025 | n/a | n/a | US$2b |
| Mar 31 2025 | n/a | n/a | US$2b |
| Dec 31 2024 | US$4m | US$630k | US$2b |
報酬と市場: Arielの 総報酬 ($USD 4.30M ) は、 US市場 ($USD 14.80M ) の同様の規模の企業の平均を下回っています。
報酬と収益: Arielの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Ariel Szarfsztejn (42 yo)
Mr. Ariel Szarfsztejn is Chief Executive Officer and President at Mercadolibre, Inc. since January 01, 2026. He served as Commerce President of MercadoLibre, Inc. since January 2024 until January 01, 2026....
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder & Executive Chairman | 26.6yrs | US$13.14m | 0.000070% $ 59.5k | |
| CEO & President | less than a year | US$4.30m | 0.00015% $ 127.6k | |
| Executive VP & CFO | 2.8yrs | US$2.88m | 0.00081% $ 689.0k | |
| President of Technology & Operations | 5.8yrs | US$4.89m | データなし | |
| Fintech President | 22.3yrs | US$5.08m | 0.036% $ 30.9m | |
| Chief Accounting Officer & Senior VP | 17.8yrs | US$191.00k | 0.00022% $ 187.1k | |
| Head of Investor Relations | no data | データなし | データなし | |
| Senior VP | no data | データなし | データなし | |
| Executive VP of Corporate Affairs & President of Argentina | 6.3yrs | US$2.86m | データなし | |
| Executive VP of Shipping | less than a year | データなし | 0.00015% $ 127.6k | |
| Executive VP of Marketplace | less than a year | データなし | データなし |
経験豊富な経営陣: MELIの経営陣は経験豊富で経験豊富です(平均在職期間は5.8年)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder & Executive Chairman | 26.6yrs | US$13.14m | 0.000070% $ 59.5k | |
| Independent Director | 14.1yrs | US$231.47k | 0.0014% $ 1.2m | |
| Independent Director | 4.3yrs | US$239.32k | 0.00082% $ 697.5k | |
| Independent Director | 9.3yrs | US$245.46k | 0.0094% $ 8.0m | |
| Director | 27.3yrs | データなし | データなし | |
| Independent Director | 1.7yrs | US$242.12k | 0.0040% $ 3.4m | |
| Lead Independent Director | 18.8yrs | US$298.38k | 0.00084% $ 714.5k | |
| Independent Director | 4.9yrs | US$231.47k | 0.00074% $ 629.5k | |
| Independent Director | less than a year | US$198.93k | 0.012% $ 9.9m |
経験豊富なボード: MELIの 取締役会 は 経験豊富 であると考えられます ( 9.3年の平均在任期間)。
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 21:40 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 Young | Barclays |
| Yanfang Jiang | Benchmark Company |
| Robert Ford Aguilar | BofA Global Research |