MercadoLibre, Inc.(MELI)Earnings, Financials & Key RatiosMercadoLibre, Inc. (MELI) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while the company exhibits strong top-line growth of 49.0%, the 15.5% decline in EPS and margin compression warrant caution regarding near-term earnings quality.
MercadoLibre, Inc. (MELI) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
MercadoLibre, Inc. (MELI) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $8.23vs $8.75-5.9% | $8.8Bvs $8.3B+6.7% |
| Q1 2026 | Feb 24, 2026 | $11.03vs $11.45-3.7% | $8.8Bvs $8.4B+3.7% |
| Q4 2025 | Oct 29, 2025 | $8.32vs $9.12-8.8% | $7.4Bvs $7.2B+2.7% |
| Q3 2025 | Aug 4, 2025 | $10.31vs $11.93-13.6% | $6.8Bvs $6.7B+1.7% |
Recent stock market news and headlines for MercadoLibre, Inc. (MELI)
I keep buying MercadoLibre (NASDAQ:MELI | MELI Price Prediction) every time the market throws a tantrum about it, and the last two months have handed me plenty of chances.
MercadoLibre's growth story remains intact. Profitability has become the market's bigger concern.
MercadoLibre's AI push reshapes search, fintech, logistics and software development as management points to efficiency gains and incremental revenues.
MercadoLibre remains a Buy, supported by robust ecosystem growth, resilient financials, and a margin of safety in valuation despite recent margin compression. MELI delivered 49% net revenue growth and a 42% GMV increase while continuing to invest heavily in strategic initiatives, accepting near-term margin pressure for long-term advantage. Macro risks persist, notably the potential for higher-for-longer interest rates, competitive pressure, and potential election volatility, but the company's strong balance sheet and market leadership also position it for long-term re-rating.
MercadoLibre remains a high-conviction buy, with a 7% portfolio allocation as the stock found technical support at the 50-month/200 DMA and moved higher since. MELI's top-line growth is accelerating due to strategic investments in shipping, credit cards, and 1P commerce, despite ongoing margin compression. Consensus expects 42% revenue growth and a 12% EPS decline in Q2 FY26; beating EPS estimates could trigger a significant rerating as MELI trades 33% below all-time highs.
Key metrics vs top competitors for MercadoLibre, Inc. (MELI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $1813.61 | $91.94B | 46.04 | 39.06% | 6.91% | 35.99% | — | |
| $245.98 | $2.65T | 34.31 | 12.38% | 12.22% | 23.34% | — | |
| $98.14 | $229.03B | 15.15 | 2.74% | 10.12% | 9.35% | — | |
| $104.23 | $63.84B | 41.36 | 36.38% | 6.92% | 15.18% | — | |
| $3.93 | $15.61B | 61.70 | 20.49% | 10.67% | 5.79% | — | |
| $18.53 | $33.26B | 168.45 | 14.09% | -0.58% | -3.67% | — |
MercadoLibre, Inc. (MELI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
MercadoLibre, Inc. (MELI) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 7, 2026·SEC
Apr 3, 2026·SEC
Feb 24, 2026·SEC
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MercadoLibre, Inc. (MELI) stock FAQ — growth, dividends, profitability & financials explained
MercadoLibre, Inc. (MELI) reported $31.80B in revenue for fiscal year 2025. This represents a 1870665% increase from $1.7M in 2002.
MercadoLibre, Inc. (MELI) grew revenue by 39.1% over the past year. This is strong growth.
Yes, MercadoLibre, Inc. (MELI) is profitable, generating $1.92B in net income for fiscal year 2025 (6.9% net margin).
MercadoLibre, Inc. (MELI) has a return on equity (ROE) of 36.0%. This is excellent, indicating efficient use of shareholder capital.
MercadoLibre, Inc. (MELI) generated $10.71B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
