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MercadoLibre, Inc. Stock Price

NasdaqGS:MELI Community·US$86.0b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 679 Fair Values set on narratives written by author

MELI Share Price Performance

US$1,695.65
-897.79 (-34.62%)
US$2,439.88
Fair Value
US$1,695.65
-897.79 (-34.62%)
30.5% undervalued intrinsic discount
US$2,439.88
Fair Value
Price US$1,695.65
AnalystConsensusTarget US$2,439.88
Jobeda US$2,284.19
AnalystLowTarget US$1,750.00

MELI Community Narratives

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Fair Value US$2.44k 29.1% undervalued intrinsic discount

Digital Retail And MercadoPago Adoption Will Fuel Future Markets

5users have liked this narrative
1users have commented on this narrative
321users have followed this narrative
Fair Value
·
Fair Value US$2.28k 24.2% undervalued intrinsic discount

MercadoLibre's 19% Revenue Growth Will Propel Their Future Success

0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
·
Fair Value US$1.75k 1.1% undervalued intrinsic discount

Fierce Stripe And PayPal Competition Will Weaken Latin America Prospects

0users have liked this narrative
0users have commented on this narrative
22users have followed this narrative
US$2.28k
24.2% undervalued intrinsic discount
Fair Value
Revenue
19.87% p.a.
Profit Margin
6.04%
Future PE
42.11x
Price in 2031
US$3.95k
US$2.44k
29.1% undervalued intrinsic discount
Revenue
26.09% p.a.
Profit Margin
8.25%
Future PE
34.98x
Price in 2029
US$3.3k
US$3.29k
47.3% undervalued intrinsic discount
Revenue
30.5% p.a.
Profit Margin
10.48%
Future PE
36.76x
Price in 2029
US$4.42k

Trending Discussion

Updated Narratives

MELI logo

MercadoLibre's 19% Revenue Growth Will Propel Their Future Success

Fair Value: US$2.28k 24.2% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
MELI logo

MELI: Heavy Investment Cycle And Competition Reset Near Term Margin Expectations

Fair Value: US$1.75k 1.1% undervalued intrinsic discount
22 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
MELI logo

MELI: Heavy 2026 Investment In Argentina Expected To Reset Margins Before Expansion

Fair Value: US$2.44k 29.1% undervalued intrinsic discount
321 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

High growth potential with excellent balance sheet.

2 Risks
3 Rewards

MercadoLibre, Inc. Key Details

US$31.8b

Revenue

US$16.1b

Cost of Revenue

US$15.7b

Gross Profit

US$13.8b

Other Expenses

US$1.9b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
37.87
49.47%
6.04%
135.1%
View Full Analysis

About MELI

Founded
1999
Employees
123670
CEO
Ariel Szarfsztejn
WebsiteView website
www.mercadolibre.com

MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally. The company operates Mercado Libre Marketplace, an online commerce platform that can be accessed through mobile app or website; and Mercado Pago, a financial technology solution platform, which offers comprehensive set of financial technology services to users and other users of its e-commerce platform. It also provides Mercado Fondo that allows users to invest funds deposited in their Mercado Pago accounts; Mercado Credito, which grants loans and obtains better funding alternatives; and Mercado Mercado Envios that facilitates the shipping of goods from the Company and sellers to buyers. In addition, the company provides Mercado Libre Classifieds, where users can list vehicles, properties, and services; Mercado Ads, an advertising platform, which enables retailers and brands to promote their products and services on the platform. MercadoLibre, Inc. was incorporated in 1999 and is headquartered in Montevideo, Uruguay.

Recent MELI News & Updates

Seeking Alpha May 28

MercadoLibre: Short-Term Pain For Long-Term Gain

Summary MercadoLibre has declined over 35% from its 2025 peak, driven by concerns over margin compression amid heavy investment in logistics and payments. MELI's 1Q 2026 revenue grew 49% year-over-year, with management prioritizing long-term market share gains in Latin America's underpenetrated e-commerce sector. I estimate MELI's sustainable net margin at 6.5%-7.0%, supporting a fair value of $2,030–$2,185 per share—implying 20–29% upside from current levels. Despite risks of multiple contraction, MELI's 31% owner's earnings rate and dominant market position reinforce its status as a long-term compounder. Read the full article on Seeking Alpha
New Narrative May 20

MercadoLibre'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.

Recent updates

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