Financial Performance
5Y price score: 9
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 1,099.2%
US$ Per
Share
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1495.0
52-week range
2548.5
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
12.3 %
Dividend Yield TTM
-
Market cap $
$ 101,242
Price / Earnings TTM
54.3
Price / Book TTM
12.9
PEG TTM
(5)
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
(17.1) %
6.7 %
1,099.2 %
Free cash flow per share growth
80.3 %
1,030 %
5,872.8 %
Earnings per share growth
(10.9) %
277,494.4 %
1,541.3 %
Business Summary:
Latest Earnings Call Takeaways
2026 Q2 (Aug 5, 2026)
1) Strong Financial Performance - Net revenue exceeded $10 billion, marking a 50% YoY growth. - Income from operations reached $683 million, with a margin of 6.7%, consistent with previous quarters. - Adjusted free cash flow was $214 million, despite capital expenditures of $441 million and $2.1 billion invested in credit growth.
2) Strategic Investments and User Engagement - The decision to lower the free shipping threshold in Brazil has led to a 19% YoY increase in items per buyer and a 1.1 percentage point rise in conversion rates. - Ecosystemic users, those utilizing both Marketplace and Mercado Pago, are significantly more profitable, generating higher GMV and engagement. - The credit portfolio grew to $16.4 billion, up 75% YoY, with stable asset quality and low NPL rates.
3) Challenges and Margin Compression - EBIT margin decreased by 550 basis points YoY due to strategic investments aimed at long-term growth, particularly in Brazil. - Margin compression was noted in acquiring, primarily due to increased device costs and strategic pricing adjustments. - The company is absorbing some logistics cost increases rather than passing them onto consumers.
4) Operational Initiatives and Future Outlook - The credit card business in Argentina is seeing strong adoption, contributing positively to Mercado Pago's growth. - AI investments are expected to enhance productivity and efficiency, with a focus on improving user engagement and reducing operational costs. - The company remains committed to strategic investments that enhance user experience and engagement, despite tougher comps ahead.
5) Missing Information - The call did not provide specific figures on the percentage of ecosystemic users or detailed projections for future profitability of the credit card portfolio.
Bottom line: MercadoLibre's robust growth in revenue and strategic investments in user engagement and credit services position it well for long-term profitability, despite current margin pressures and market challenges. Shareholders can expect continued focus on enhancing the ecosystem that drives both commerce and fintech growth.
Annual Reports, Presentations And IR Contacts
Go to the websiteMercadoLibre, Inc. — Financial Overview, Stock Price, Market Cap
MercadoLibre, Inc. is a company. Founded in 1999. As of August 26, 2026, the company's market capitalization is $101242272454 with a current stock price of $1997.00.
