NASDAQ · MELI
MercadoLibre, Inc.
Consumer Cyclical · Specialty Retail
$1,668.72▼ 7.81% ($141.43)at close
After hours$1,666.00▼ 0.16%7:58 PM ET
Valuation
Revenue & margin DCF
Verdict: expensive. Price above all scenarios.
The price needs 22.8% revenue growth a year for 10 years. Our scenarios assume 14.1–24.4%.
That's below its past 4-year pace of 42.2%.
Value per share
Base case
$1,382.44
Price used $1,668.72 is 21% above this
USD · TTM ending Jun 30, 2026 · Price Oct 26, 8:00 PM UTC
Revenue each value needs
Revenue today $35.2B. The price needs $274B by 2036. Base case: $211B. At its recent pace: $1.2T. Bear to Bull: $131B to $313B.
Revenue today $35.2B. The price needs $274B by 2036. Base case: $211B. At its recent pace: $1.2T. Bear to Bull: $131B to $313B.
Revenue in 2036
today $35.2B
+$62.8Bmore than the Base case · 1.3×
Value per share · Base case
$1,382.44
Price $1,668.72
21% above this
- 10-yr revenue CAGR
- 19.6%
- Ending operating margin
- 8.3%
- Discount rate
- 9.5%
USD · TTM ending Jun 30, 2026 · Price Oct 26, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 26.88% over the last year. Revenue grew 46.01% over the trailing twelve months. Operating margin moved from 12.3% to 8.26%. Free cash flow grew 71.53% over the trailing twelve months.
What the market seems to be pricing
Visible fundamentals weakened far less than the stock price, and the shares now sit around the 0th percentile of their historical P/FCF range. That looks more like a rerating of the multiple than a collapse in the business.
What would invalidate this read
This read changes if operating margin (currently 8.26%) continues to decline, or if revenue growth turns negative. The bull case requires the business to hold its current trajectory.
Return analysis
Company profile
MercadoLibre, Inc. operates as a prominent provider of digital commerce platforms throughout Latin America.
Market multiples
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
24
Buy
9
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Nov 4, 2026
Q3 FY26 · EPS est $9.34 · Revenue est $10.7B
Same quarter, year over year
FY26 YTD -13.1%Each cell vs the same quarter a year earlier (the cell below) · Q1–Q2 combined $17.42 vs $20.05 · 0 of 2 quarters up
Q1
Q2
Q3
Q4
FY total
FY26
—
—
FY25
FY24
FY23
—
—
—
Fiscal year totals
- FY25
- $39.40
- +4.5%
- FY24
- $37.70
- —
Q2 FY26
Reported Aug 5, 2026 · Latest
HoverTap a cell to inspect
Actual
$9.19
Estimate
$8.65
Year over year
-10.9%
Vs prior quarter
+11.7%
Institutional Sentiment
MercadoLibre, Inc. · MELI
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.