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 31.3% 로 예상됩니다.핵심 정보26.9%이익 성장률24.79%EPS 성장률Multiline Retail 이익 성장4.6%매출 성장률19.9%향후 자기자본이익률31.30%애널리스트 커버리지Good마지막 업데이트08 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesReported Earnings • May 08First 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 16% growth forecast for the Multiline Retail industry in Europe.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, 2026공시 • Apr 25MercadoLibre, Inc., Annual General Meeting, Jun 09, 2026MercadoLibre, Inc., Annual General Meeting, Jun 09, 2026.Buy Or Sell Opportunity • Mar 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to €1,424. The fair value is estimated to be €1,782, 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 43%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.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 17% growth forecast for the Multiline Retail industry in Europe.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, 2026Recent Insider Transactions • Dec 16Independent Director recently sold €1.5m worth of stockOn the 12th of December, Henrique Dubugras sold around 845 shares on-market at roughly €1,728 per share. This transaction amounted to 69% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.0m more than they bought in the last 12 months.New Risk • Nov 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.7% 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 (5.7% average weekly change).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. This is currently the only risk that has been identified for the company.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 13% growth forecast for the Multiline Retail industry in Europe.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, 2025Buy Or Sell Opportunity • Oct 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to €1,811. The fair value is estimated to be €2,290, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 58%. 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 06Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to €1,836. The fair value is estimated to be €2,313, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 58%. 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.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 06Second 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 13% growth forecast for the Multiline Retail industry in Europe.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, 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 10% growth forecast for the Multiline Retail industry in Europe.이익 및 매출 성장 예측BIT:1MELI - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202862,2464,25013,27716,7271812/31/202750,7503,06412,75715,1782412/31/202640,3662,13311,23512,394223/31/202631,8031,92011,89313,160N/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: 1MELI 의 연간 예상 수익 증가율(26.9%)이 saving rate(3.3%)보다 높습니다.수익 vs 시장: 1MELI 의 연간 수익(26.9%)이 Italian 시장(11.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 1MELI 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 1MELI 의 수익(연간 19.9%)이 Italian 시장(연간 5.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 1MELI 의 수익(연간 19.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1MELI의 자본 수익률은 3년 후 31.3%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/09 13:05종가2026/06/09 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 48명의 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 Research45명의 분석가 더 보기
Reported Earnings • May 08First 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 16% growth forecast for the Multiline Retail industry in Europe.
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.
Buy Or Sell Opportunity • Mar 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to €1,424. The fair value is estimated to be €1,782, 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 43%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
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 17% growth forecast for the Multiline Retail industry in Europe.
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
Recent Insider Transactions • Dec 16Independent Director recently sold €1.5m worth of stockOn the 12th of December, Henrique Dubugras sold around 845 shares on-market at roughly €1,728 per share. This transaction amounted to 69% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.0m more than they bought in the last 12 months.
New Risk • Nov 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.7% 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 (5.7% average weekly change).
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. This is currently the only risk that has been identified for the company.
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 13% growth forecast for the Multiline Retail industry in Europe.
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
Buy Or Sell Opportunity • Oct 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to €1,811. The fair value is estimated to be €2,290, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 58%. 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 06Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to €1,836. The fair value is estimated to be €2,313, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 58%. 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.
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 06Second 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 13% growth forecast for the Multiline Retail industry in Europe.
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
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 10% growth forecast for the Multiline Retail industry in Europe.