Consumer Cyclical
MercadoLibre, Inc.(MELI)
Live Price
Offline$1,589.45
-2.79% today
1Y Change
-34.10%
Window
Jun 25, 2025 β Jun 16, 2026
- Market Cap
- $93.79B
- Revenue Growth
- +39.1%
- EPS Growth
- +4.5%
- Dividend Yield
- 0.0%
Coverage: 245 bars Β· Jun 25, 2025 β Jun 16, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
MercadoLibre, Inc. (MELI) is a Consumer Cyclical stock with a market cap of $93.79B and listed on NASDAQ. The stock last traded around $1589.45 and down 34.1% across the available one-year price window (Jun 25, 2025 β Jun 16, 2026). Baseline metrics include revenue growth of +39.1%, EPS growth of +4.5%, a dividend yield of 0.0%. What stands out right now is revenue +39.1%, EPS +4.5%, free cash flow +52.6% with operating margin 11.1% and ROIC 13.9%. Valuation already assumes a fairly strong business story at P/E 47.0 and price/sales 3.2. Overall, the current profile looks closer to a higher-growth but lower-margin setup than a generic broad-market placeholder. Stock Foundry combines MELI price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Cyclical peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+39.1% vs +7.5% peer median
Operating Margin
Above sector median
+11.1% vs +8.4% peer median
P/E
Above sector median
47.0 vs 18.1 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 6, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +39.1% and EPS at +4.5%, with operating margin around 11.1%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -8.6% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Ξ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 6, 2026 | β | +1.6% | -15.2% | -11.2% |
2026 Feb 24, 2026 | -3.7% | -8.1% | -10.8% | -16.2% |
2025 Oct 29, 2025 | -8.8% | +2.8% | +0.3% | -11.4% |
Benchmark Edge
MELI vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
MELI
β
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
MELI Max Drawdown
-40.82%
Trailing 1Y
SPY Max Drawdown
β
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for MELI and SPY.
Company Overview
MercadoLibre, Inc.
NASDAQ Global Select
MercadoLibre, Inc. operates online commerce platforms in Latin America. It operates Mercado Libre Marketplace, an automated online commerce platform that enables businesses, merchants, and individuals to list merchandise and conduct sales and purchases online; and Mercado Pago FinTech platform, a financial technology solution platform, which facilitates transactions on and off its marketplaces by providing a mechanism that allows its users to send and receive payments online, as well as allows users to transfer money through their websites or on the apps. The company also offers Mercado Fondo that allows users to invest funds deposited in their Mercado Pago accounts; Mercado Credito, which extends loans to certain merchants and consumers; and Mercado Envios logistics solution that enables sellers on its platform to utilize third-party carriers and other logistics service providers, as well as fulfillment and warehousing services for sellers. In addition, it provides Mercado Libre Classifieds, an online classified listing service, where users can list and purchase motor vehicles, real estate, and services; Mercado Libre Ads, an advertising platform, which enables large retailers and brands to promote their products and services on the Internet; and Mercado Shops, an online storefronts solution that enables users to set-up, manage, and promote their own digital stores. MercadoLibre, Inc. was incorporated in 1999 and is headquartered in Montevideo, Uruguay.
- Leadership
- Ariel Szarfsztejn
- IPO Date
- Aug 10, 2007
- Employees
- 84.2k
- Street Address
- WTC Free Zone
- Mailing
- Montevideo, 11300
- Region
- Montevideo, UY
- Reporting Currency
- USD
- Investor Line
- 598 2 927 2770
- Last Updated
- May 2, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 47.0
- EV/EBITDA
- 29.7
- Price/Sales
- 3.2
- Price/Book
- 13.9
Growth
- Revenue
- +39.1%
- EPS
- +4.5%
- Free Cash Flow
- +52.6%
Profitability
- Gross Margin
- 44.5%
- Operating Margin
- 11.1%
- Net Margin
- 6.9%
- ROE
- 33.7%
- ROIC
- 13.9%
Balance Sheet
- Debt/Equity
- 1.69
- Current Ratio
- 1.17
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.