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Earnings transcript
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MELI
MercadoLibre, Inc.
$1618.12
-23.04
(-1.4%)
| Exchange: | NASDAQ |
| Market Cap: | 82.034B |
| Shares Outstanding: | 45.98M |
Delayed data
About The Company
| Sector: | Consumer Cyclical | |||||
| Industry: | Specialty Retail | |||||
| CEO: | Ariel Szarfsztejn | |||||
| Full Time Employees: | 84207 | |||||
| Address: |
| |||||
| Website: | https://www.mercadolibre.com |
MercadoLibre, Inc. operates as a prominent provider of digital commerce platforms throughout Latin America. Its primary service, the Mercado Libre Marketplace, is an automated online system allowing businesses, independent vendors, and private individuals to list merchandise and finalize sales. Supporting this, the Mercado Pago FinTech platform offers a financial technology solution, facilitating transactions both on and off its e-commerce sites by enabling users to securely send and receive online payments and transfer funds via web and mobile applications. The company further expands its financial offerings through Mercado Fondo, a service that permits users to invest balances held in their Mercado Pago accounts, and Mercado Credito, which extends credit options to qualified merchants and consumers. For logistics, Mercado Envios provides a comprehensive solution, empowering sellers on its platform to utilize third-party delivery services and other logistical partners, including warehousing and fulfillment capabilities. Beyond these core services, MercadoLibre also runs Mercado Libre Classifieds, an online classifieds platform for motor vehicles, real estate, and professional services. Mercado Libre Ads serves as an advertising platform, assisting major retailers and brands in promoting their products and services across the internet. Lastly, Mercado Shops offers a solution for users to establish, manage, and market their personalized online storefronts. Founded in 1999, MercadoLibre, Inc. is headquartered in Montevideo, Uruguay.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 15,107,000 | 20,777,000 | 28,893,000 |
| Gross Profit | 7,590,000 | 9,577,000 | 12,858,000 |
| EBITDA | 2,251,000 | 3,214,000 | 3,561,000 |
| Operating Income | 2,207,000 | 2,631,000 | 3,201,000 |
| Net Income | 987,000 | 1,911,000 | 1,997,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 17,612,000 | 25,196,000 | 42,667,000 |
| Total Liabilities | 14,541,000 | 20,845,000 | 35,919,000 |
| Total Stockholders Equity | 3,071,000 | 4,351,000 | 6,748,000 |
| Total Debt | 6,425,000 | 8,814,000 | 11,392,000 |
| Cash and Cash Equivalents | 3,481,000 | 4,365,000 | 3,670,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 5,140,000 | 7,918,000 | 12,116,000 |
| Capital Expenditure | -509,000 | -860,000 | -1,343,000 |
| Free Cash Flow | 4,631,000 | 7,058,000 | 10,773,000 |
| Net Income | 987,000 | 1,911,000 | 1,997,000 |
| Net Change in Cash | 485,000 | 851,000 | 8,838,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 81,670,812.326 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 94,487,168.358 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 89,000,009.300 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 13,568,190.622 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 15,697,406.149 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 14,785,809.730 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 8,402,037.803 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 10,163,519.298 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 9,409,363.385 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 15,882,917.445 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 18,375,376.121 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 17,308,261.790 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 185.600 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 200.480 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 165.730 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 9 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 6 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Robust Revenue Growth: MercadoLibre reported a revenue of $21 billion for 2024, reflecting strong year-over-year growth as highlighted in the Q4 2024 earnings call. This performance underscores the company’s ability to scale operations effectively within the e-commerce and fintech sectors.
- Strong Market Position: The earnings call summary emphasizes MercadoLibre’s dominant presence in Latin American markets, supported by strategic investments in logistics and payment solutions, which enhance its competitive edge over regional peers.
- Positive Free Cash Flow: Financial statements indicate consistent free cash flow generation, with operating cash flow supporting reinvestment into innovation and capital expenditures, as noted in the cash flow statements.
- High Return Metrics: Key metrics such as ROE (Return on Equity) and ROIC (Return on Invested Capital) from the TTM data suggest efficient use of capital, positioning MELI favorably against industry benchmarks.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates MELI intrinsic value between $2,048.50 – $2,749.01 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about MELI valuation
Is MercadoLibre, Inc. (MELI) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for MercadoLibre, Inc. (MELI) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is MELI a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether MELI trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is MELI’s P/E ratio?
You can see MELI’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for MELI?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is MELI a good long-term investment?
Whether MELI fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
MELI
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Daily snapshot
-1.4
Trading Metrics:
| Open: | 1628 | Previous Close: | 1641.16 | |
| Day Low: | 1599 | Day High: | 1628.32 | |
| Year Low: | 1495 | Year High: | 2645.22 | |
| Price Avg 50: | 1726.09 | Price Avg 200: | 2005.49 | |
| Volume: | 104663 | Average Volume: | 545717 |
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Login — it's freeMELI full analysis
Hey everyone, welcome back to the channel! Today, we’re diving deep into a comprehensive analysis of MercadoLibre, ticker symbol MELI, often dubbed the "Amazon of Latin America." If you’re curious about whether this e-commerce and fintech giant is a solid investment for your portfolio, stick around because we’re breaking down everything from financials to recent performance and long-term potential. Let’s get started! So, if you’re not already familiar, MercadoLibre is a powerhouse in Latin America’s online commerce and digital payments…
