MercadoLibre Inc. MELI

What the company does

MercadoLibre Inc. is a large-cap company in the Consumer Cyclical sector (Internet Retail), with a market value of $91.8B, based in the USA.

It employs about 123,670 people and has been listed since Aug 10, 2007.

MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally. The company operates Mercado Libre Marketplace, an online commerce platform that can be accessed through mobile app or website; and Mercado Pago, a financial technology solution platform, which offers comprehensive set of financial technology services to users and other users of its e-commerce platform.

Cheap or expensive? relatively expensive

Its price-to-earnings (P/E) is 50.0 versus 24.6 for the median of the Consumer Cyclical sector in our universe (21 companies) — relatively expensive.

Revenue is growing 50% a year — the market is paying ahead for that growth. If it slows, the high multiple becomes the risk.

On analysts' next-year forecasts the multiple drops to 32.8 — they expect higher earnings.

The average analyst price target is 2273.86, 26% above the current price (their view, not ours).

The stock sits at 34% of its one-year range (0% = the low, 100% = the high).

The risks

• • Quarterly report in 10 days (2026-11-04) — a day the stock can move a lot.

Strengths

• ✅ Profitable — 5 of every 100 dollars of revenue stays as profit.
• ✅ Generates free cash flow — profit becomes cash in the bank.
• ✅ Most analysts rate it buy (20 vs 0).
• ✅ Revenue is growing 50% a year.

What changed this week

Over the past week the stock fell 1.3% (for comparison: S&P 500 -0.4%, sector ETF XLY +0.6%).

This week's news

• MercadoLibre (MELI) Registers a Bigger Fall Than the Market: Important Facts to Note finance.yahoo.com · 2026-10-22
  What the article says

  MercadoLibre (MELI) ended the recent trading session at $1,824.96, demonstrating a -1.61% change from the preceding day's closing price. The stock's change was less than the S&P 500's daily loss of 1.21%. Meanwhile, the Dow experienced a rise of 0.02%, and the technology-dominated Nasdaq saw a decrease of 2.6%.… source ↗

• E-Commerce Update - Fresh Food E-Commerce Soars With Digital Convenience And Innovation finance.yahoo.com · 2026-10-22
  What the article says

  The Global Fresh Food E-Commerce Market is experiencing significant growth, driven by increased convenience in grocery shopping, enhanced digital access, and improved cold chain logistics. The market, valued at USD 162.29 billion in 2024, is projected to reach USD 437.44 billion by 2031, with Asia Pacific leading the… source ↗

• Is It Worth Investing in MercadoLibre (MELI) Based on Wall Street's Bullish Views? finance.yahoo.com · 2026-10-21
  What the article says

  The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Let's take a look at what these… source ↗

• How Investors May Respond To MercadoLibre (MELI) One Hour Delivery Push finance.yahoo.com · 2026-10-20
  What the article says

  MercadoLibre recently rolled out one hour delivery in São Paulo and moved into selling prescription medicines in Brazil, while also raising US$1b in long term notes to support logistics and credit operations, alongside quarterly revenue growth paired with weaker operating income and margins. The combination of faster… source ↗

What changed since last week

• New risk flag: earnings report coming up.