MercadoLibre Yönetim
Yönetim kriter kontrolleri 4/4
MercadoLibre CEO'su Ariel Szarfsztejn, Jan2026 tarihinde atandı, in görev süresi bir yıldan az. in toplam yıllık tazminatı $ 4.30M olup, şirket hissesi ve opsiyonları dahil olmak üzere 15.1% maaş ve 84.9% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0% ine doğrudan sahiptir ve bu hisseler $ 140.69K değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 5.8 yıl ve 9.3 yıldır.
Anahtar bilgiler
Ariel Szarfsztejn
İcra Kurulu Başkanı
US$4.3m
Toplam tazminat
| CEO maaş yüzdesi | 15.06% |
| CEO görev süresi | less than a year |
| CEO sahipliği | 0.0001% |
| Yönetim ortalama görev süresi | 5.8yrs |
| Yönetim Kurulu ortalama görev süresi | 9.3yrs |
Son yönetim güncellemeleri
Recent updates
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.MercadoLibre Could Deliver 25% Annual Earnings Growth And 3-4x Returns By 2031
Apr 26
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
Jul 29
Investors Should Be Encouraged By MercadoLibre's (NASDAQ:MELI) Returns On Capital
Jul 02MercadoLibre's (NASDAQ:MELI) Solid Earnings Are Supported By Other Strong Factors
May 21MercadoLibre, Inc.'s (NASDAQ:MELI) 25% Jump Shows Its Popularity With Investors
May 13MercadoLibre: Near Its Lowest Valuation Ever
Mar 25MercadoLibre: Strong Growth Potential At A Cheap Valuation
Mar 16MercadoLibre Q4 Earnings: Where Margins Take Center Stage
Feb 21MercadoLibre: Strong 2025 Growth Expected, Shares Hit Key Support
Feb 03MercadoLibre: Numerous Macro Headwinds (Rating Downgrade)
Jan 16MercadoLibre: A Top E-Commerce Play For 2025 And Beyond
Jan 02MercadoLibre: More Undervalued Than You Think
Dec 24MercadoLibre Stock Is Shooting To The Moon
Dec 13MercadoLibre: Buy The Unwarranted Pullback, Credit Growth Headwinds Are Temporary
Nov 21MercadoLibre: Recent Dip Adds Margin Of Safety
Nov 08MercadoLibre: Back To Its Margin Expansion And Hyper Growth Path (Rating Upgrade)
Oct 08
Emerging 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
Sep 23MercadoLibre Is Still One Of The Best Growth Plays Out There
Sep 05MercadoLibre: Riding A Supersonic Growth Wave
Aug 19MercadoLibre: Like A Boss
Aug 04MercadoLibre: It May Be Just The Beginning Of A Great Rally
Jul 08Harding Loevner - MercadoLibre: Alternative Payment Systems Boosts Core Offering
Jun 12MercadoLibre: Entry Price Prohibitive In The Near Term (Rating Downgrade)
Jun 06MercadoLibre Stock Is A Growth Beast At A Reasonable Price
May 22MercadoLibre: Another Staggering Quarter
May 04MercadoLibre: Best Quarter In Recent Memory
Apr 18MercadoLibre: LatAm's E-Commerce Juggernaut Ready To Rip Higher (Upgrade)
Apr 08MercadoLibre: An Attractively Valued Alternative To E-Commerce Giant Amazon
Mar 07MercadoLibre Q4: Long-Term Upside But Be Patient
Feb 27CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| 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$2b |
Tazminat ve Piyasa: Ariel 'nin toplam tazminatı ($USD 4.30M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 14.60M ).
Tazminat ve Kazançlar: Ariel 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.
CEO
Ariel Szarfsztejn (42 yo)
less than a year
Görev süresi
US$4,301,968
Tazminat
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....
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Co-Founder & Executive Chairman | 26.6yrs | US$13.14m | 0.000070% $ 65.7k | |
| CEO & President | less than a year | US$4.30m | 0.00015% $ 140.7k | |
| Executive VP & CFO | 2.8yrs | US$2.88m | 0.00081% $ 759.7k | |
| President of Technology & Operations | 5.8yrs | US$4.89m | Veri yok | |
| Fintech President | 22.3yrs | US$5.08m | 0.036% $ 34.0m | |
| Chief Accounting Officer & Senior VP | 17.8yrs | US$191.00k | 0.00022% $ 206.3k | |
| Head of Investor Relations | no data | Veri yok | Veri yok | |
| Senior VP | no data | Veri yok | Veri yok | |
| Executive VP of Corporate Affairs & President of Argentina | 6.3yrs | US$2.86m | Veri yok | |
| Executive VP of Shipping | less than a year | Veri yok | 0.00015% $ 140.7k | |
| Executive VP of Marketplace | less than a year | Veri yok | Veri yok |
5.8yrs
Ortalama Görev Süresi
54yo
Ortalama Yaş
Deneyimli Yönetim: MELI 'un yönetim ekibi deneyimli ve deneyimlidir ( 5.8 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Co-Founder & Executive Chairman | 26.6yrs | US$13.14m | 0.000070% $ 65.7k | |
| Independent Director | 14.1yrs | US$231.47k | 0.0014% $ 1.3m | |
| Independent Director | 4.3yrs | US$239.32k | 0.00082% $ 769.1k | |
| Independent Director | 9.3yrs | US$245.46k | 0.0094% $ 8.8m | |
| Director | 27.3yrs | Veri yok | Veri yok | |
| Independent Director | 1.7yrs | US$242.12k | 0.0040% $ 3.8m | |
| Lead Independent Director | 18.8yrs | US$298.38k | 0.00084% $ 787.9k | |
| Independent Director | 4.9yrs | US$231.47k | 0.00074% $ 694.1k | |
| Independent Director | less than a year | US$198.93k | 0.012% $ 10.9m |
9.3yrs
Ortalama Görev Süresi
55yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: MELI 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 9.3 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/03 04:38 |
| Gün Sonu Hisse Fiyatı | 2026/05/01 00:00 |
| Kazançlar | 2025/12/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
MercadoLibre, Inc. 49 Bu analistlerden 24, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Trevor Young | Barclays |
| Yanfang Jiang | Benchmark Company |
| Robert Ford Aguilar | BofA Global Research |