View ValuationMercadoLibre 향후 성장Future 기준 점검 5/6MercadoLibre (는) 각각 연간 26.9% 및 19.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 24.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 31.4% 로 예상됩니다.핵심 정보26.9%이익 성장률24.82%EPS 성장률Multiline Retail 이익 성장4.4%매출 성장률19.9%향후 자기자본이익률31.38%애널리스트 커버리지Good마지막 업데이트21 May 2026최근 향후 성장 업데이트Breakeven 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.모든 업데이트 보기Recent updates공시 • 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, 2026공시 • Apr 25MercadoLibre, Inc., Annual General Meeting, Jun 09, 2026MercadoLibre, Inc., Annual General Meeting, Jun 09, 2026.공시 • Feb 14MercadoLibre, Inc. to Report Q4, 2025 Results on Feb 24, 2026MercadoLibre, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 24, 2026New Risk • Jan 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (59% net debt to equity). Share price has been volatile over the past 3 months (8.4% average weekly change). Significant insider selling over the past 3 months (€2.0m sold).공시 • 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.공시 • Oct 24MercadoLibre, Inc. to Report Q3, 2025 Results on Oct 29, 2025MercadoLibre, Inc. announced that they will report Q3, 2025 results on Oct 29, 2025공시 • 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.공시 • May 21MercadoLibre, Inc. to Report Q2, 2025 Results on Jul 31, 2025MercadoLibre, Inc. announced that they will report Q2, 2025 results on Jul 31, 2025공시 • Apr 29MercadoLibre, Inc., Annual General Meeting, Jun 17, 2025MercadoLibre, Inc., Annual General Meeting, Jun 17, 2025.공시 • Mar 15MercadoLibre, Inc. to Report Q1, 2025 Results on May 08, 2025MercadoLibre, Inc. announced that they will report Q1, 2025 results on May 08, 2025공시 • Nov 22MercadoLibre, Inc. to Report Q4, 2024 Results on Feb 20, 2025MercadoLibre, Inc. announced that they will report Q4, 2024 results on Feb 20, 2025Buy Or Sell Opportunity • Nov 08Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.3% to €1,630. The fair value is estimated to be €2,117, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Earnings per share has grown by 74%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.공시 • Sep 04MercadoLibre, Inc. to Report Q3, 2024 Results on Nov 06, 2024MercadoLibre, Inc. announced that they will report Q3, 2024 results on Nov 06, 2024Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$10.47 (vs US$5.22 in 2Q 2023)Second quarter 2024 results: EPS: US$10.47 (up from US$5.22 in 2Q 2023). Revenue: US$5.07b (up 49% from 2Q 2023). Net income: US$531.0m (up 103% from 2Q 2023). Profit margin: 11% (up from 7.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공시 • Jul 26MercadoLibre, Inc. to Report Q2, 2024 Results on Aug 01, 2024MercadoLibre, Inc. announced that they will report Q2, 2024 results on Aug 01, 2024Reported Earnings • May 04First quarter 2024 earnings released: EPS: US$6.79 (vs US$4.00 in 1Q 2023)First quarter 2024 results: EPS: US$6.79 (up from US$4.00 in 1Q 2023). Revenue: US$4.33b (up 43% from 1Q 2023). Net income: US$344.0m (up 71% from 1Q 2023). Profit margin: 7.9% (up from 6.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.공시 • May 01MercadoLibre, Inc. to Report Q1, 2024 Results on May 02, 2024MercadoLibre, Inc. announced that they will report Q1, 2024 results on May 02, 2024공시 • Apr 28MercadoLibre, Inc., Annual General Meeting, Jun 05, 2024MercadoLibre, Inc., Annual General Meeting, Jun 05, 2024, at 13:00 US Eastern Standard Time. Agenda: To elect the nominees for Class II directors recommended by the board of directors, to serve until the 2027 Annual Meeting of Stockholders, or until such time as their respective successors are elected and qualified; to approve, on an advisory basis, the compensation of the named executive officers for fiscal year 2023; to ratify the appointment of Pistrelli, Henry Martin y Asociados S.R.L., a member firm of Ernst & Young Global Limited, as an independent registered public accounting firm for the fiscal year ending December 31, 2024; and to transact such other business as may properly come before the meeting.Buy Or Sell Opportunity • Mar 21Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at €1,439. The fair value is estimated to be €1,173, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 39% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.Reported Earnings • Feb 23Full year 2023 earnings released: EPS: US$19.64 (vs US$9.57 in FY 2022)Full year 2023 results: EPS: US$19.64 (up from US$9.57 in FY 2022). Revenue: US$14.5b (up 37% from FY 2022). Net income: US$987.0m (up 105% from FY 2022). Profit margin: 6.8% (up from 4.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.공시 • Feb 20MercadoLibre, Inc. to Report Q4, 2023 Results on Feb 22, 2024MercadoLibre, Inc. announced that they will report Q4, 2023 results on Feb 22, 2024Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: US$7.18 (vs US$2.56 in 3Q 2022)Third quarter 2023 results: EPS: US$7.18 (up from US$2.56 in 3Q 2022). Revenue: US$3.76b (up 40% from 3Q 2022). Net income: US$359.0m (up 178% from 3Q 2022). Profit margin: 9.5% (up from 4.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공시 • Oct 26MercadoLibre, Inc. to Report Q3, 2023 Results on Nov 01, 2023MercadoLibre, Inc. announced that they will report Q3, 2023 results on Nov 01, 2023공시 • Aug 12+ 1 more updateMercadoLibre, Inc. Announces Chief Financial Officer ChangesMercadoLibre, Inc. announced resignation of Pedro Arnt as Chief Financial Officer of the Company, effective as of August 10, 2023, in order to pursue a new opportunity. On August 10, 2023, the Board of Directors of the Company appointed Martín de los Santos, who currently serves as the Company’s Senior Vice President of Mercado Credito, to serve as Senior Vice President and Chief Financial Officer, effective August 10, 2023. Mr. de los Santos, 53, has served in various capacities since joining the Company in 2013. Mr. de los Santos initially held the position of Vice President of Corporate Development, Treasury & Investor Relations from the time of his hiring until October 2015. Since October 2015, Mr. de los Santos has held the position of Senior Vice President of Mercado Credito. Prior to joining the Company, Mr. de los Santos was a member of the Board of Directors of the Company from 2008 to 2013. He was also the Chief Financial Officer of Vostu and prior to that the Head of Business Development at IMPSA. Mr. de los Santos holds a Master of Business Administration from Stanford University and a Bachelor of Science degree from The University of North Carolina at Chapel Hill. Mr. de los Santos does not have any family relationships with any director or executive officer of the Company, and there are no arrangements or understandings with any persons pursuant to which Mr. de los Santos has been appointed to his position.Reported Earnings • Aug 04Second quarter 2023 earnings released: EPS: US$5.22 (vs US$2.44 in 2Q 2022)Second quarter 2023 results: EPS: US$5.22 (up from US$2.44 in 2Q 2022). Revenue: US$3.42b (up 32% from 2Q 2022). Net income: US$262.0m (up 113% from 2Q 2022). Profit margin: 7.7% (up from 4.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 119% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.공시 • Jul 28MercadoLibre, Inc. to Report Q2, 2023 Results on Aug 02, 2023MercadoLibre, Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 02, 2023New Risk • Jul 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (77% net debt to equity). Share price has been volatile over the past 3 months (6.6% average weekly change).Reported Earnings • May 05First quarter 2023 earnings released: EPS: US$4.00 (vs US$1.29 in 1Q 2022)First quarter 2023 results: EPS: US$4.00 (up from US$1.29 in 1Q 2022). Revenue: US$3.04b (up 35% from 1Q 2022). Net income: US$201.0m (up 209% from 1Q 2022). Profit margin: 6.6% (up from 2.9% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 128% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Mar 09Lead Independent Director recently sold €178k worth of stockOn the 7th of March, Emiliano Calemzuk sold around 150 shares on-market at roughly €1,187 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €49k more than they sold in the last 12 months.Reported Earnings • Feb 26Full year 2022 earnings released: EPS: US$9.57 (vs US$1.67 in FY 2021)Full year 2022 results: EPS: US$9.57 (up from US$1.67 in FY 2021). Revenue: US$10.5b (up 49% from FY 2021). Net income: US$482.0m (up 479% from FY 2021). Profit margin: 4.6% (up from 1.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Online Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 131% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.공시 • Feb 17MercadoLibre, Inc. to Report Q4, 2022 Results on Feb 23, 2023MercadoLibre, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 23, 2023Buying Opportunity • Dec 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.5%. The fair value is estimated to be €1,021, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings is also forecast to grow by 39% per annum over the same time period.Buying Opportunity • Nov 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €1,159, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings is also forecast to grow by 39% per annum over the same time period.Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: US$2.56 (vs US$1.92 in 3Q 2021)Third quarter 2022 results: EPS: US$2.56 (up from US$1.92 in 3Q 2021). Revenue: US$2.69b (up 45% from 3Q 2021). Net income: US$129.0m (up 36% from 3Q 2021). Profit margin: 4.8% (down from 5.1% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Online Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 127% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 04Second quarter 2022 earnings released: EPS: US$2.44 (vs US$1.37 in 2Q 2021)Second quarter 2022 results: EPS: US$2.44 (up from US$1.37 in 2Q 2021). Revenue: US$2.60b (up 53% from 2Q 2021). Net income: US$123.0m (up 80% from 2Q 2021). Profit margin: 4.7% (up from 4.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 34%, compared to a 35% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 06First quarter 2022 earnings released: EPS: US$1.29 (vs US$0.68 loss in 1Q 2021)First quarter 2022 results: EPS: US$1.29 (up from US$0.68 loss in 1Q 2021). Revenue: US$2.25b (up 63% from 1Q 2021). Net income: US$65.0m (up US$99.0m from 1Q 2021). Profit margin: 2.9% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 34%, compared to a 31% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Mar 23Chief Accounting Officer & Senior VP recently bought €44k worth of stockOn the 14th of March, Marcelo Melamud bought around 55.0 shares on-market at roughly €803 per share. In the last 3 months, there was an even bigger purchase from another insider worth €183k. Insiders have collectively bought €1.2m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Mar 23Chief Accounting Officer & Senior VP recently bought €44k worth of stockOn the 14th of March, Marcelo Melamud bought around 55.0 shares on-market at roughly €803 per share. In the last 3 months, there was an even bigger purchase from another insider worth €183k. Insiders have collectively bought €1.2m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Mar 23Chief Accounting Officer & Senior VP recently bought €44k worth of stockOn the 14th of March, Marcelo Melamud bought around 55.0 shares on-market at roughly €803 per share. In the last 3 months, there was an even bigger purchase from another insider worth €183k. Insiders have collectively bought €1.2m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Mar 09Lead Independent Director recently sold €70k worth of stockOn the 7th of March, Emiliano Calemzuk sold around 75.0 shares on-market at roughly €929 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €938k more than they sold in the last 12 months.Buying Opportunity • Mar 01Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be US$1,238, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 53% per annum over the last 3 years. The company has become profitable over the last year.Reported Earnings • Feb 24Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$1.67 (up from US$0.079 loss in FY 2020). Revenue: US$7.07b (up 78% from FY 2020). Net income: US$83.3m (up US$87.2m from FY 2020). Profit margin: 1.2% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 34%, compared to a 44% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS US$1.92 (vs US$0.28 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$1.86b (up 67% from 3Q 2020). Net income: US$95.2m (up US$81.1m from 3Q 2020). Profit margin: 5.1% (up from 1.3% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.Breakeven Date Change • Sep 23Forecast to breakeven in 2021The 22 analysts covering MercadoLibre expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$119.5m in 2021. Earnings growth of 56% is required to achieve expected profit on schedule.Recent Insider Transactions • Aug 18Lead Independent Director recently sold €279k worth of stockOn the 16th of August, Emiliano Calemzuk sold around 178 shares on-market at roughly €1,570 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.4m more than they bought in the last 12 months.Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS US$1.37 (vs US$1.11 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: US$1.70b (up 94% from 2Q 2020). Net income: US$68.2m (up 24% from 2Q 2020). Profit margin: 4.0% (down from 6.3% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.Executive Departure • Jun 11Independent Director Meyer Malka Rais has left the companyOn the 8th of June, Meyer Malka Rais' tenure as Independent Director ended after 8.3 years in the role. We don't have any record of a personal shareholding under Meyer's name. Meyer is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 17.17 years.Reported Earnings • May 07First quarter 2021 earnings released: US$0.68 loss per share (vs US$0.45 loss in 1Q 2020)The company reported a solid first quarter result with improved revenues and control over costs, although losses increased. First quarter 2021 results: Revenue: US$1.38b (up 111% from 1Q 2020). Net loss: US$34.0m (loss widened 54% from 1Q 2020). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Mar 05New 90-day low: €1,194The company is down 6.0% from its price of €1,268 on 04 December 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €162 per share.Analyst Estimate Surprise Post Earnings • Mar 02Revenue beats expectationsRevenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 39%, compared to a 56% growth forecast for the Online Retail industry in Germany.Is New 90 Day High Low • Jan 11New 90-day high: €1,456The company is up 38% from its price of €1,052 on 13 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €66.21 per share.Is New 90 Day High Low • Dec 22New 90-day high: €1,411The company is up 60% from its price of €885 on 23 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 29% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €48.28 per share.Is New 90 Day High Low • Dec 04New 90-day high: €1,288The company is up 42% from its price of €909 on 04 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €44.54 per share.Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectationsRevenue exceeded analyst estimates by 13%. Over the next year, revenue is forecast to grow 43%, compared to a 46% growth forecast for the Online Retail industry in Germany.Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS US$0.30The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$1.12b (up 85% from 3Q 2019). Net income: US$15.0m (up US$162.1m from 3Q 2019). Profit margin: 1.3% (up from net loss in 3Q 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 69% per year but the company’s share price has increased by 75% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Nov 05New 90-day high: €1,223The company is up 22% from its price of €1,000 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €45.58 per share.Is New 90 Day High Low • Oct 13New 90-day high: €1,052The company is up 24% from its price of €845 on 15 July 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €37.97 per share.Is New 90 Day High Low • Sep 18New 90-day low: €818The company is down 3.0% from its price of €841 on 19 June 2020. The German market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €29.87 per share.이익 및 매출 성장 예측DB:MLB1 - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202861,9134,25013,27716,7271812/31/202750,5783,06412,75715,1782412/31/202640,2962,13311,23512,394223/31/202631,8031,92011,89313,160N/A12/31/202528,8931,99710,84812,116N/A9/30/202526,1932,0778,6109,831N/A6/30/202524,0962,0537,3858,472N/A3/31/202522,3792,0616,4537,437N/A12/31/202420,7771,9117,0587,918N/A9/30/202419,1271,4376,1876,922N/A6/30/202417,7421,3995,6256,263N/A3/31/202416,2541,1305,2255,793N/A12/31/202315,1079874,6315,140N/A9/30/202313,7009874,3134,754N/A6/30/202312,4637574,1164,537N/A3/31/202311,4756183,6254,032N/A12/31/202210,7804822,4852,940N/A9/30/20229,6652711,6012,099N/A6/30/20228,8332371,0771,640N/A3/31/20227,939182372997N/A12/31/20217,06983356965N/A9/30/20216,26678-21521N/A6/30/20215,524-3182617N/A3/31/20214,699-166801,003N/A12/31/20203,974-49351,182N/A9/30/20203,320-88081,004N/A6/30/20202,808-169689850N/A3/31/20202,475-20978227N/A12/31/20192,296-181N/A451N/A9/30/20192,050-128N/A408N/A6/30/20191,8029N/A290N/A3/31/20191,592-18N/A406N/A12/31/20181,440-37N/A231N/A9/30/20181,370-102N/A223N/A6/30/20181,319-64N/A150N/A3/31/20181,268-48N/A127N/A12/31/20171,21714N/A269N/A9/30/20171,115133N/A285N/A6/30/20171,041144N/A372N/A3/31/2017956155N/A307N/A12/31/2016844136N/A190N/A9/30/2016769124N/A258N/A6/30/2016707131N/A169N/A3/31/2016661134N/A171N/A12/31/2015652106N/A221N/A9/30/2015632101N/A170N/A6/30/201561289N/A206N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: MLB1 의 연간 예상 수익 증가율(26.9%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: MLB1 의 연간 수익(26.9%)이 German 시장(17%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: MLB1 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: MLB1 의 수익(연간 19.9%)이 German 시장(연간 6.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: MLB1 의 수익(연간 19.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: MLB1의 자본 수익률은 3년 후 31.4%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 02:06종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스MercadoLibre, Inc.는 49명의 분석가가 다루고 있습니다. 이 중 24명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Trevor YoungBarclaysYanfang JiangBenchmark CompanyRobert Ford AguilarBofA Global Research46명의 분석가 더 보기
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.
공시 • 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
공시 • Apr 25MercadoLibre, Inc., Annual General Meeting, Jun 09, 2026MercadoLibre, Inc., Annual General Meeting, Jun 09, 2026.
공시 • Feb 14MercadoLibre, Inc. to Report Q4, 2025 Results on Feb 24, 2026MercadoLibre, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 24, 2026
New Risk • Jan 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (59% net debt to equity). Share price has been volatile over the past 3 months (8.4% average weekly change). Significant insider selling over the past 3 months (€2.0m sold).
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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
공시 • Apr 29MercadoLibre, Inc., Annual General Meeting, Jun 17, 2025MercadoLibre, Inc., Annual General Meeting, Jun 17, 2025.
공시 • 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
공시 • Nov 22MercadoLibre, Inc. to Report Q4, 2024 Results on Feb 20, 2025MercadoLibre, Inc. announced that they will report Q4, 2024 results on Feb 20, 2025
Buy Or Sell Opportunity • Nov 08Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.3% to €1,630. The fair value is estimated to be €2,117, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Earnings per share has grown by 74%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.
공시 • Sep 04MercadoLibre, Inc. to Report Q3, 2024 Results on Nov 06, 2024MercadoLibre, Inc. announced that they will report Q3, 2024 results on Nov 06, 2024
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$10.47 (vs US$5.22 in 2Q 2023)Second quarter 2024 results: EPS: US$10.47 (up from US$5.22 in 2Q 2023). Revenue: US$5.07b (up 49% from 2Q 2023). Net income: US$531.0m (up 103% from 2Q 2023). Profit margin: 11% (up from 7.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공시 • Jul 26MercadoLibre, Inc. to Report Q2, 2024 Results on Aug 01, 2024MercadoLibre, Inc. announced that they will report Q2, 2024 results on Aug 01, 2024
Reported Earnings • May 04First quarter 2024 earnings released: EPS: US$6.79 (vs US$4.00 in 1Q 2023)First quarter 2024 results: EPS: US$6.79 (up from US$4.00 in 1Q 2023). Revenue: US$4.33b (up 43% from 1Q 2023). Net income: US$344.0m (up 71% from 1Q 2023). Profit margin: 7.9% (up from 6.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
공시 • 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
공시 • Apr 28MercadoLibre, Inc., Annual General Meeting, Jun 05, 2024MercadoLibre, Inc., Annual General Meeting, Jun 05, 2024, at 13:00 US Eastern Standard Time. Agenda: To elect the nominees for Class II directors recommended by the board of directors, to serve until the 2027 Annual Meeting of Stockholders, or until such time as their respective successors are elected and qualified; to approve, on an advisory basis, the compensation of the named executive officers for fiscal year 2023; to ratify the appointment of Pistrelli, Henry Martin y Asociados S.R.L., a member firm of Ernst & Young Global Limited, as an independent registered public accounting firm for the fiscal year ending December 31, 2024; and to transact such other business as may properly come before the meeting.
Buy Or Sell Opportunity • Mar 21Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at €1,439. The fair value is estimated to be €1,173, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 39% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
Reported Earnings • Feb 23Full year 2023 earnings released: EPS: US$19.64 (vs US$9.57 in FY 2022)Full year 2023 results: EPS: US$19.64 (up from US$9.57 in FY 2022). Revenue: US$14.5b (up 37% from FY 2022). Net income: US$987.0m (up 105% from FY 2022). Profit margin: 6.8% (up from 4.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
공시 • Feb 20MercadoLibre, Inc. to Report Q4, 2023 Results on Feb 22, 2024MercadoLibre, Inc. announced that they will report Q4, 2023 results on Feb 22, 2024
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: US$7.18 (vs US$2.56 in 3Q 2022)Third quarter 2023 results: EPS: US$7.18 (up from US$2.56 in 3Q 2022). Revenue: US$3.76b (up 40% from 3Q 2022). Net income: US$359.0m (up 178% from 3Q 2022). Profit margin: 9.5% (up from 4.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공시 • 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
공시 • Aug 12+ 1 more updateMercadoLibre, Inc. Announces Chief Financial Officer ChangesMercadoLibre, Inc. announced resignation of Pedro Arnt as Chief Financial Officer of the Company, effective as of August 10, 2023, in order to pursue a new opportunity. On August 10, 2023, the Board of Directors of the Company appointed Martín de los Santos, who currently serves as the Company’s Senior Vice President of Mercado Credito, to serve as Senior Vice President and Chief Financial Officer, effective August 10, 2023. Mr. de los Santos, 53, has served in various capacities since joining the Company in 2013. Mr. de los Santos initially held the position of Vice President of Corporate Development, Treasury & Investor Relations from the time of his hiring until October 2015. Since October 2015, Mr. de los Santos has held the position of Senior Vice President of Mercado Credito. Prior to joining the Company, Mr. de los Santos was a member of the Board of Directors of the Company from 2008 to 2013. He was also the Chief Financial Officer of Vostu and prior to that the Head of Business Development at IMPSA. Mr. de los Santos holds a Master of Business Administration from Stanford University and a Bachelor of Science degree from The University of North Carolina at Chapel Hill. Mr. de los Santos does not have any family relationships with any director or executive officer of the Company, and there are no arrangements or understandings with any persons pursuant to which Mr. de los Santos has been appointed to his position.
Reported Earnings • Aug 04Second quarter 2023 earnings released: EPS: US$5.22 (vs US$2.44 in 2Q 2022)Second quarter 2023 results: EPS: US$5.22 (up from US$2.44 in 2Q 2022). Revenue: US$3.42b (up 32% from 2Q 2022). Net income: US$262.0m (up 113% from 2Q 2022). Profit margin: 7.7% (up from 4.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 119% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
공시 • Jul 28MercadoLibre, Inc. to Report Q2, 2023 Results on Aug 02, 2023MercadoLibre, Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 02, 2023
New Risk • Jul 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (77% net debt to equity). Share price has been volatile over the past 3 months (6.6% average weekly change).
Reported Earnings • May 05First quarter 2023 earnings released: EPS: US$4.00 (vs US$1.29 in 1Q 2022)First quarter 2023 results: EPS: US$4.00 (up from US$1.29 in 1Q 2022). Revenue: US$3.04b (up 35% from 1Q 2022). Net income: US$201.0m (up 209% from 1Q 2022). Profit margin: 6.6% (up from 2.9% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 128% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Mar 09Lead Independent Director recently sold €178k worth of stockOn the 7th of March, Emiliano Calemzuk sold around 150 shares on-market at roughly €1,187 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €49k more than they sold in the last 12 months.
Reported Earnings • Feb 26Full year 2022 earnings released: EPS: US$9.57 (vs US$1.67 in FY 2021)Full year 2022 results: EPS: US$9.57 (up from US$1.67 in FY 2021). Revenue: US$10.5b (up 49% from FY 2021). Net income: US$482.0m (up 479% from FY 2021). Profit margin: 4.6% (up from 1.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Online Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 131% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
공시 • Feb 17MercadoLibre, Inc. to Report Q4, 2022 Results on Feb 23, 2023MercadoLibre, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 23, 2023
Buying Opportunity • Dec 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.5%. The fair value is estimated to be €1,021, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings is also forecast to grow by 39% per annum over the same time period.
Buying Opportunity • Nov 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €1,159, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings is also forecast to grow by 39% per annum over the same time period.
Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: US$2.56 (vs US$1.92 in 3Q 2021)Third quarter 2022 results: EPS: US$2.56 (up from US$1.92 in 3Q 2021). Revenue: US$2.69b (up 45% from 3Q 2021). Net income: US$129.0m (up 36% from 3Q 2021). Profit margin: 4.8% (down from 5.1% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Online Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 127% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 04Second quarter 2022 earnings released: EPS: US$2.44 (vs US$1.37 in 2Q 2021)Second quarter 2022 results: EPS: US$2.44 (up from US$1.37 in 2Q 2021). Revenue: US$2.60b (up 53% from 2Q 2021). Net income: US$123.0m (up 80% from 2Q 2021). Profit margin: 4.7% (up from 4.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 34%, compared to a 35% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 06First quarter 2022 earnings released: EPS: US$1.29 (vs US$0.68 loss in 1Q 2021)First quarter 2022 results: EPS: US$1.29 (up from US$0.68 loss in 1Q 2021). Revenue: US$2.25b (up 63% from 1Q 2021). Net income: US$65.0m (up US$99.0m from 1Q 2021). Profit margin: 2.9% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 34%, compared to a 31% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Mar 23Chief Accounting Officer & Senior VP recently bought €44k worth of stockOn the 14th of March, Marcelo Melamud bought around 55.0 shares on-market at roughly €803 per share. In the last 3 months, there was an even bigger purchase from another insider worth €183k. Insiders have collectively bought €1.2m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Mar 23Chief Accounting Officer & Senior VP recently bought €44k worth of stockOn the 14th of March, Marcelo Melamud bought around 55.0 shares on-market at roughly €803 per share. In the last 3 months, there was an even bigger purchase from another insider worth €183k. Insiders have collectively bought €1.2m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Mar 23Chief Accounting Officer & Senior VP recently bought €44k worth of stockOn the 14th of March, Marcelo Melamud bought around 55.0 shares on-market at roughly €803 per share. In the last 3 months, there was an even bigger purchase from another insider worth €183k. Insiders have collectively bought €1.2m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Mar 09Lead Independent Director recently sold €70k worth of stockOn the 7th of March, Emiliano Calemzuk sold around 75.0 shares on-market at roughly €929 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €938k more than they sold in the last 12 months.
Buying Opportunity • Mar 01Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be US$1,238, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 53% per annum over the last 3 years. The company has become profitable over the last year.
Reported Earnings • Feb 24Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$1.67 (up from US$0.079 loss in FY 2020). Revenue: US$7.07b (up 78% from FY 2020). Net income: US$83.3m (up US$87.2m from FY 2020). Profit margin: 1.2% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 34%, compared to a 44% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS US$1.92 (vs US$0.28 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$1.86b (up 67% from 3Q 2020). Net income: US$95.2m (up US$81.1m from 3Q 2020). Profit margin: 5.1% (up from 1.3% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.
Breakeven Date Change • Sep 23Forecast to breakeven in 2021The 22 analysts covering MercadoLibre expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$119.5m in 2021. Earnings growth of 56% is required to achieve expected profit on schedule.
Recent Insider Transactions • Aug 18Lead Independent Director recently sold €279k worth of stockOn the 16th of August, Emiliano Calemzuk sold around 178 shares on-market at roughly €1,570 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.4m more than they bought in the last 12 months.
Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS US$1.37 (vs US$1.11 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: US$1.70b (up 94% from 2Q 2020). Net income: US$68.2m (up 24% from 2Q 2020). Profit margin: 4.0% (down from 6.3% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.
Executive Departure • Jun 11Independent Director Meyer Malka Rais has left the companyOn the 8th of June, Meyer Malka Rais' tenure as Independent Director ended after 8.3 years in the role. We don't have any record of a personal shareholding under Meyer's name. Meyer is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 17.17 years.
Reported Earnings • May 07First quarter 2021 earnings released: US$0.68 loss per share (vs US$0.45 loss in 1Q 2020)The company reported a solid first quarter result with improved revenues and control over costs, although losses increased. First quarter 2021 results: Revenue: US$1.38b (up 111% from 1Q 2020). Net loss: US$34.0m (loss widened 54% from 1Q 2020). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Mar 05New 90-day low: €1,194The company is down 6.0% from its price of €1,268 on 04 December 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €162 per share.
Analyst Estimate Surprise Post Earnings • Mar 02Revenue beats expectationsRevenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 39%, compared to a 56% growth forecast for the Online Retail industry in Germany.
Is New 90 Day High Low • Jan 11New 90-day high: €1,456The company is up 38% from its price of €1,052 on 13 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €66.21 per share.
Is New 90 Day High Low • Dec 22New 90-day high: €1,411The company is up 60% from its price of €885 on 23 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 29% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €48.28 per share.
Is New 90 Day High Low • Dec 04New 90-day high: €1,288The company is up 42% from its price of €909 on 04 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €44.54 per share.
Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectationsRevenue exceeded analyst estimates by 13%. Over the next year, revenue is forecast to grow 43%, compared to a 46% growth forecast for the Online Retail industry in Germany.
Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS US$0.30The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$1.12b (up 85% from 3Q 2019). Net income: US$15.0m (up US$162.1m from 3Q 2019). Profit margin: 1.3% (up from net loss in 3Q 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 69% per year but the company’s share price has increased by 75% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Nov 05New 90-day high: €1,223The company is up 22% from its price of €1,000 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €45.58 per share.
Is New 90 Day High Low • Oct 13New 90-day high: €1,052The company is up 24% from its price of €845 on 15 July 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €37.97 per share.
Is New 90 Day High Low • Sep 18New 90-day low: €818The company is down 3.0% from its price of €841 on 19 June 2020. The German market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €29.87 per share.