Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$96.2B
51M shares
52-week range
$1,495.00 – $2,548.50
37% from low
Sector
SERVICES-BUSINESS SERVICES, NEC
Exchange
NASDAQ
CS
P/S (TTM)
2.7
EV / FCF (TTM)
8.4
MercadoLibre is the largest e-commerce marketplace in Latin America, with more than 120 million unique active buyers and 1 million active sellers at the end of 2025. The company is roughly split between its e-commerce business, which includes its fulfillment and advertising services, and its fintech segment, which comprises its rapidly expanding payment and digital wallet platform (Mercado Pago) and its lending business (Mercado Credito). While the company operates in 18 countries, its primary markets are Brazil, Argentina, and Mexico, which account for more than 95% of its revenue.
www.mercadolibre.comNo one on the platform currently holds MELI.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 120,320 | $208.0M |
| Bridgewater Associatesas of 2026-03-31 | 14,671 | $25.4M |
No one on the platform has traded MELI yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 15.5% | 16.3% | — | — | — | |
| Rev. Growth % | 39.1% | 48.7% | ||||
| Profit Margin % | 6.9% | 5.7% | 3.6% | |||
| Free Cash Flow Margin % | 37.3% | 26.0% | 20.6% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +27.4% on the P/E track.
At today's price, your expected annual return is +36.0% on the P/E track.
At today's price, your expected annual return is +42.1% on the P/E track.
| 3,000 |
| $7.8M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $41.6B | +45.2% | $37.91 | $35.10–$40.76 | 49.8× | 14 |
| 2027 | $53.3B | +28.3% | $54.62 | $47.31–$60.20 | 34.5× | 15 |
| 2028 | $66.6B | +24.9% | $77.42 | $64.57–$93.17 | 24.4× | 17 |
| 2029 | $86.0B | +29.1% | $121.99 | $110.18–$128.23 | 15.5× | 12 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 3 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $8.65 | $9.19 | +6.2% |
| 2026-05-07 | $8.75 | $8.23 | -5.9% |
| 2026-02-24 | $11.45 | $11.03 | -3.7% |
| 2025-10-29 | $9.12 | $8.32 | -8.8% |
| 2025-08-04 | $11.93 | $10.31 | -13.6% |
| 2025-05-07 | $8.27 | $9.74 | +17.8% |
| 2025-02-20 | $10.21 | $12.61 | +23.5% |
| 2024-11-06 | $10.00 |
| $7.83 |
| -21.7% |
| — |
| LOWLowe's Companies, Inc. | $198.26 | +0.73% | $111.2B | — |
| NKENIKE, Inc. | $37.05 | +0.68% | $54.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$MELI tried to buy when it was down this morning. Big spread low volume. Hard to get my price. Missed a decent opportunity
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$MELI Got to luv it ! They made plenty off of this ponzi this week! Dead in the water! Lol
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@Seeingthemoves $MELI just being $MELI. Love to see it and so many other tech stocks green on a red day.
View on StockTwits ↗$MELI I can't believe that this forum is become political with that survey they just took! Just look at this thing trade on a daily basis and tell me it's not a manipulated way of making money! #ponzi
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$TTAN looked like it was bouncing back today until $META announced MUSE and all the dick riders started piling up. Literally $ETSY $MELI $TTAN $SHOP have the same graph lol. Will start positions during weakness
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$MELI When this POS will be under $1000 Zacks will give a SELL rating 😂🤡 That's how Zacks operates.
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MercadoLibre is returning to international debt markets for only the third time in its history, offering dollar-denominated bonds due in 2036 at an initial spread of about 160 basis points over comparable U.S. Treasuries. Proceeds will be used for general corporate purposes, without a specific growth initiative to reassure equity investors, who pushed the stock from an opening level of $1,900.44 to an intraday low of $1,853.03. The issuance, the company’s first since December 2025, carries the lowest investment-grade rating of BBB-/Baa3 from Fitch, S&P Global and Moody’s. The deal is being led by a broad group of banks including Goldman Sachs, JPMorgan, BofA Securities, Citigroup, Morgan Stanley, Allen & Company and Santander. Investors viewed the debt sale as a sign of higher balance-sheet leverage, particularly as MercadoLibre’s latest results showed significant margin pressure. $MELI
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.