Summary
MLB1 Chart
MercadoLibre Faces Ongoing Margin Strain: Is Profit Growth Slowing?
Heavy spending on payments, shipping and credit expansion is fueling MELI's market reach, yet margins reflect the strain of rapid growth plans.
MercadoLibre Q2: Sacrificing Margins For Growth
I reiterate my buy recommendation for MercadoLibre after Q2, supported by strong revenue growth and robust fintech performance, especially in Argentina. The company's margin sacrifice is a strategic move for customer loyalty and market share, not a sign of weakness, and can be reversed if needed. Valuation using a 5-year DCF model indicates a fair value of $2,705 per share, offering a 16.8% upside and an attractive risk-reward profile.
MercadoLibre: Incrementally Bullish After Strong Earnings Report
MercadoLibre's strong e-commerce and fintech growth in Latin America has outperformed expectations, despite macroeconomic and tariff uncertainties. Recent quarters showed impressive revenue and user growth, with marketplace and fintech segments both accelerating, reinforcing MELI's long-term potential. Rising bad debt expense and margin pressure are concerns, but credit quality and provision coverage remain healthy for now.
MercadoLibre Inc. Dividends
 MELI 28 Dec 2017 Paid | Quarterly | $0.15 Per Share |
| MELI 28 Sep 2017 Paid | Quarterly | $0.15 Per Share |
| MELI 28 Jun 2017 Paid | Quarterly | $0.15 Per Share |
| MELI 29 Mar 2017 Paid | Quarterly | $0.15 Per Share |
| MELI 28 Dec 2016 Paid | Quarterly | $0.15 Per Share |
MercadoLibre Inc. Earnings
| 4 Nov 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
| 29 Oct 2025 (In 2 months) Date | | 11.48 Cons. EPS | - EPS |
| 4 Aug 2025 Date | | 11.75 Cons. EPS | - EPS |
| 31 Jul 2025 Date | | 11.88 Cons. EPS | - EPS |
| 30 Jul 2025 Date | | - Cons. EPS | - EPS |
| MELI 28 Dec 2017 Paid | Quarterly | $0.15 Per Share |
| MELI 28 Sep 2017 Paid | Quarterly | $0.15 Per Share |
| MELI 28 Jun 2017 Paid | Quarterly | $0.15 Per Share |
| MELI 29 Mar 2017 Paid | Quarterly | $0.15 Per Share |
| MELI 28 Dec 2016 Paid | Quarterly | $0.15 Per Share |
| 4 Nov 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
| 29 Oct 2025 (In 2 months) Date | | 11.48 Cons. EPS | - EPS |
| 4 Aug 2025 Date | | 11.75 Cons. EPS | - EPS |
| 31 Jul 2025 Date | | 11.88 Cons. EPS | - EPS |
| 30 Jul 2025 Date | | - Cons. EPS | - EPS |
MercadoLibre Inc. (MLB1) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
What is the earnings per share?
When is the next earnings date?
Has MercadoLibre Inc. ever had a stock split?
MercadoLibre Inc. Profile
| Specialty Retail Industry | Consumer Cyclical Sector | Marcos Eduardo Galperín CEO | XHAN Exchange | US58733R1023 ISIN |
| UY Country | 84,207 Employees | 16 Jan 2018 Last Dividend | - Last Split | 10 Aug 2007 IPO Date |
Overview
MercadoLibre, Inc., established in 1999 and headquartered in Montevideo, Uruguay, is a prominent online commerce company with operations primarily focused in the United States. It develops and operates a range of platforms and services designed to facilitate e-commerce and financial transactions for users, businesses, and merchants, leveraging technology to streamline commerce across its vast marketplace. Through its diversified services, including its marketplace, fintech solutions, and logistics support, MercadoLibre aims to offer a comprehensive ecosystem for online sales and payments.
Products and Services
- Mercado Libre Marketplace
An automated online commerce platform that allows individuals, businesses, and merchants to list merchandise for sale and conduct purchases. This service not only streamlines the digital sales process but also broadens the reach of sellers by connecting them with a large pool of potential buyers.
- Mercado Pago FinTech Platform
This financial technology platform facilitates transactions both on and off MercadoLibre's marketplaces by offering a secure mechanism for sending and receiving payments online. It allows users to transfer money easily through websites or apps, enhancing the convenience and safety of digital transactions.
- Mercado Fondo
A service enabling users to invest funds deposited in their Mercado Pago accounts. This feature provides an avenue for users to potentially grow their funds by investing through the platform, adding a layer of financial services beyond traditional e-commerce transactions.
- Mercado Credito
Offers loans to selected merchants and consumers, facilitating increased purchasing power and supporting the growth of businesses on the platform. This service aims to make financing more accessible, enabling participants to leverage credit opportunities to expand operations or acquire goods.
- Mercado Envios
A comprehensive logistics solution that allows sellers to utilize third-party carriers and logistics providers. It offers fulfillment and warehousing services, helping sellers to manage shipments efficiently, enhancing customer satisfaction through reliable delivery services.
- Mercado Libre Classifieds
An online service for classified listings, including motor vehicles, real estate, and various services. This platform simplifies the process of listing and finding goods and services, catering to a wide range of needs from personal to professional.
- Mercado Ads
An advertising platform that enables brands and retailers to promote their products and services on the web. This tool allows sellers to increase visibility and reach potential customers more effectively, optimizing marketing strategies within the MercadoLibre ecosystem.
- Mercado Shops
An online storefront solution that empowers users to set up, manage, and promote their digital stores. This service provides the tools necessary for merchants to establish an online presence, customize their shops, and attract customers through targeted promotion strategies.
Contact Information
