SuperworthMercadoLibre MELI
- Market cap
- $91.8B
- PE
- 49.2×
- 10y median 74.2×
- Forward PE
- 41.3×
- 10y median 56.2×
- Price to sales
- 2.6×
- EV/EBIT
- 33.3×
- Revenue, 12 months
- $35.2B
- +46% on a year ago
- Net margin
- 5.3%
- Free cash flow yield
- 13.5%
MercadoLibre trades at 49.2× trailing earnings, cheaper than 89% of the last ten years. Revenue was $35.2B over the last twelve months, up 46% on a year earlier with a 5% net margin.
Charts
Financials
| Income statement | Q3 FY23 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $3.9B+46% | $4.4B+47% | $4.3B+36% | $5.1B+42% | $5.3B+35% | $6.1B+37% | $5.9B+37% | $6.8B+34% | $7.4B+40% | $8.8B+45% | $8.8B+49% | $10.2B+50% | |
| Cost of revenue | $1.8B+37% | $2.4B+53% | $2.3B+47% | $2.7B+54% | $2.9B+57% | $3.3B+40% | $3.2B+37% | $3.7B+37% | $4.2B+46% | $5B+50% | $5B+58% | $6B+63% |
| Gross profit | $2.1B+55% | $2B+41% | $2B+25% | $2.4B+29% | $2.4B+16% | $2.7B+34% | $2.8B+37% | $3.1B+31% | $3.2B+32% | $3.8B+38% | $3.9B+39% | $4.2B+34% |
| R&D | $396M+42% | $686M+111% | $458M+20% | $460M+25% | $504M+27% | $512M−25% | $551M+20% | $567M+23% | $567M+13% | $584M+14% | $699M+27% | $729M+29% |
| SG&A | $637M+31% | $730M+31% | $664M+18% | $729M+27% | $871M+37% | $890M+22% | $854M+29% | $1B+39% | $1.1B+27% | $1.3B+49% | $1.3B+53% | $1.5B+45% |
| $785M+165% | $335M−4% | $528M+26% | $726M+9% | $557M−29% | $820M+145% | $763M+45% | $825M+14% | $724M+30% | $889M+8% | $611M−20% | $683M−17% | |
| Interest expense | $53M−42% | $38M−62% | $38M+12% | $39M−20% | $40M−25% | $48M+26% | $39M+3% | $36M−8% | $35M−13% | $50M+4% | $65M+67% | $62M+72% |
| Pre-tax income | $531M+168% | $230M−25% | $481M+50% | $668M+42% | $520M−2% | $763M+232% | $706M+47% | $716M+7% | $636M+22% | $784M+3% | $579M−18% | $606M−15% |
| $172M+149% | $65M−55% | $137M+12% | $137M−35% | $123M−29% | $124M+91% | $212M+55% | $193M+41% | $215M+75% | $225M+82% | $162M−24% | $140M−28% | |
| Net income | $359M+178% | $165M+0% | $344M+71% | $531M+103% | $397M+11% | $639M+287% | $494M+44% | $523M−2% | $421M+6% | $559M−13% | $417M−16% | $466M−11% |
| $7.16+180% | $3.25+0% | $6.78+71% | $10.48+103% | $7.83+9% | $12.60+288% | $9.74+44% | $10.31−2% | $8.32+6% | $11.03−13% | $8.23−16% | $9.19−11% | |
| 50.2M−2% | 50.7M−1% | 50.7M−1% | 50.7M−1% | 50.7M+1% | 50.7M+0% | 50.7M+0% | 50.7M+0% | 50.7M+0% | 50.7M+0% | 50.7M+0% | 50.7M+0% |
EPS, diluted: 8 periods, Q4 FY09 to Q4 FY25: quarter's net income to common over its shares, to the cent.
Diluted shares: 8 periods, Q4 FY09 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Estimates
Next earnings report: .
| Quarter | Revenue | Range | EPS | Range | Analysts |
|---|---|---|---|---|---|
| Q3 FY26 | $10.7B | $10.3B to $11B | $9.34 | $8.81 to $9.79 | 6 |
| Q4 FY26 | $12B | $11.7B to $12.2B | $11.25 | $9.91 to $12.05 | 6 |
| Q1 FY27 | $11.7B | $11.3B to $12B | $10.75 | $10.32 to $11.06 | 2 |
| Q2 FY27 | $12.9B | $12.5B to $13.2B | $12.35 | $11.84 to $12.70 | 2 |
| Q3 FY27 | $13.7B | $13.3B to $14B | $13.75 | $13.19 to $14.15 | 2 |
| Q4 FY27 | $15.4B | $14.9B to $15.7B | $16.00 | $15.35 to $16.47 | 2 |
| Q1 FY28 | $14.7B | $14.2B to $15B | $14.72 | $14.12 to $15.15 | 5 |
| Q2 FY28 | $16B | $15.5B to $16.3B | $15.53 | $14.90 to $15.98 | 5 |
Peers
Companies in Specialty Retail nearest MercadoLibre's size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| MELIMercadoLibre | $91.8B | 49.2× | 74.2× | 41.3× | 2.6× | +46% | 5.3% |
| ORLYO'Reilly Automotive | $72.7B | 28.6× | 23.9× | 25.9× | 3.9× | +8% | 14.3% |
| EBAYeBay | $54B | 25.1× | 16.3× | 19.4× | 4.5× | +15% | 18.5% |
| AZOAutoZone | $52.3B | 22.0× | 19.2× | 18.9× | 2.6× | +6% | 12.4% |
| WSMWilliams-Sonoma | $29.7B | 25.8× | 15.9× | 25.5× | 3.7× | +2% | 14.7% |
| ULTAUlta Beauty | $26.7B | 22.8× | 23.0× | 20.4× | 2.1× | +11% | 9.3% |
| CASYCasey's General Stores | $25.8B | 33.7× | 23.9× | 32.9× | 1.4× | +14% | 4.1% |
| CPNGCoupang | $25B | n/m | 77.1× | 139× | 0.7× | +10% | −2.2% |
| BBYBest Buy | $20.9B | 16.6× | 14.5× | n/m | 0.5× | +1% | 3.0% |
| TSCOTractor Supply | $17.4B | 17.4× | 23.3× | n/m | 1.1× | +4% | 6.4% |
| DKSDick's Sporting Goods | $12.9B | 15.5× | 12.6× | n/m | 0.6× | +54% | 4.0% |
| Peer median | $26.3B | 22.8× | 21.1× | 25.5× | 1.7× | +9% | 7.9% |
Investors who own it
Investors we follow who held MercadoLibre at the end of Jun 30, 2026, from their 13F filings.
- Henry EllenbogenDurable Capital Partners5.1% of portfoliotrimmed
- Baillie GiffordBaillie Gifford4.7% of portfoliotrimmed
- Dan SundheimD1 Capital Partners1.4% of portfoliotrimmed
- Chase ColemanTiger Global Management1.1% of portfolioadded
- Polen CapitalPolen Capital0.4% of portfoliotrimmed
- Tom GaynerMarkel Group0.3% of portfolioadded
- Cathie WoodARK Investment Management0.2% of portfoliotrimmed
- Ron BaronBaron Capital0.1% of portfolioadded
More on MercadoLibre
Each number over time
- PE ratio
- Forward PE
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Where it ranks
- #1of 39Consumer cyclical stocks with the fastest expected revenue growth
- #10of 332Consumer cyclical stocks with the fastest revenue growth
- #3of 60Specialty retail stocks with the fastest revenue growth
- #8of 45Specialty retail stocks with the highest free cash flow yield
- #6of 24Specialty retail stocks cheapest against their own PE history
Its groups
About
- Industry
- Specialty Retail
- Sector
- Consumer Cyclical
Valuation data, not investment advice. Prices as of .