Core Viewpoint - MercadoLibre (MELI) is expected to report quarterly earnings of $9.74 per share, a 24.4% increase year-over-year, with revenues projected at $7.19 billion, reflecting a 35.4% year-over-year growth [1]. Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been adjusted downward by 2.5%, indicating a reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions to the stock [3]. Revenue Projections - Analysts project 'Revenues- Fintech' at $3.22 billion, a 48.1% increase from the prior year [5]. - 'Revenues- Commerce' is expected to reach $4.08 billion, indicating a 30% year-over-year change [5]. - 'Geographic Revenue- Mexico' is estimated at $1.67 billion, reflecting a 45.7% increase [5]. - 'Geographic Revenue- Argentina' is forecasted to be $1.56 billion, a 51.5% increase [6]. - 'Geographic Revenue- Brazil' is projected at $3.92 billion, showing a 34.5% increase [6]. - 'Geographic Revenue- Fintech- Brazil' is expected to reach $1.50 billion, a 36.3% increase [7]. - 'Geographic Revenue- Other countries' is estimated at $293.12 million, reflecting a 32.6% increase [7]. - 'Geographic Revenue- Fintech- Argentina' is projected at $1.06 billion, indicating a 70.2% increase [8]. - 'Gross merchandise volume' is expected to be $16.20 billion, compared to $12.91 billion in the same quarter last year [9]. - 'Total payment volume' is projected to reach $71.07 billion, up from $50.69 billion year-over-year [9]. Stock Performance - Over the past month, MercadoLibre shares have declined by 13.8%, while the Zacks S&P 500 composite has increased by 1.3% [9].

Core Points - MercadoLibre, Inc. plans to release its financial results for the third fiscal quarter ending September 30, 2025, on October 29, 2025 [1] - The company will host a video conference for its earnings results, along with a conference call and audio webcast, on the same date at 5:00 p.m. Eastern Time [1] Financial Results Announcement - The financial results will cover the third fiscal quarter of 2025 [1] - The scheduled release date for the financial results is October 29, 2025 [1] - Investors, analysts, and the general market can access the video webcast and live audio [1]

Competition in Latin America’s digital market has entered a new phase as MercadoLibre joins forces with Casas Bahia to boost e-commerce in Brazil https://t.co/N0Suo7Sztk ...

E-commerce firm MercadoLibre will start to sell Brazilian retailer Casas Bahia's products on its platform in November under a new long-term commercial partnership, the companies said on Thursday. ...

We came across a bullish thesis on MercadoLibre, Inc. on X.com by DividendNGrowth. In this article, we will summarize the bulls’ thesis on MELI. MercadoLibre, Inc.'s share was trading at $2,187.57 as of October 7th. MELI’s trailing and forward P/E were 55.49 and 32.26 respectively according to Yahoo Finance. Etsy (ETSY) Hits Fresh High on Transfer to NYSE Trading Pixabay/Public domain MercadoLibre (MELI) stands as the dominant e-commerce and fintech powerhouse in Latin America, operating a highly integr ...

​MercadoLibre, Inc. (NASDAQ:MELI) is one of the Best Revenue Growth Stocks to Invest In. On October 21, Mizuho Securities reiterated a Buy rating on MercadoLibre, Inc. (NASDAQ:MELI) while reducing the price target from $3,000 to $2,800. Earlier, on October 13, Analyst Andrew R. Ruben from Morgan Stanley maintained a Buy rating on MercadoLibre, Inc. (NASDAQ:MELI) with a price target of $2,850. ​The analyst noted the company’s strong growth potential in the Brazilian market. The company’s e-commerce busines ...

在海豚投研对Mercado Libre--拉美最大综合互联网巨头之一的上篇和中篇覆盖，我们探讨和分析了公司旗下两大支柱--电商和金融信贷业务所处的行业环 境、市场竞争格局、商业模式等因素。 而本收官篇中，海豚则将专注于近期的公司和行业动态，对公司未来业绩的展望，以及最后对公司估值和投资价值的判断上，给出我们的看法。 一、电商板块 1、履约提效下，拉美电商行业方兴未艾 1) 拉美电商潜力释放迟缓，动荡经济和物流瓶颈是主要问题 如我们在上篇中已经提及的，对Meli所处的拉美电商市场的情况，可以做出2个定性的总结： a. 拉美电商市场仍处在发展的中早期阶段，到2024年拉美地区的线上购物渗透率（剔除汽车、油气等品类）仅14%上下，相比中美等成熟市场30%~40% 的水平，长期视角内无疑有不小的提升空间。 b. 但从历史经验看，即便在很低的渗透率基数下，除了疫情红利期间，拉美电商行业的增长却并不迅速。如下图所示，红利期前18~19年间增速不足 20%，而2022年后行业增速也随着疫情结束迅速滑落，并没能长久地延续高增长的状态。 而同样基于覆盖第一篇中的分析，拉美地区历史上电商行业增长相对迟缓的主要制约因素包括： a. ...

Core Viewpoint - Investors are evaluating Amazon.com Inc. and MercadoLibre Inc. for e-commerce exposure, with Amazon appearing to offer a better investment opportunity based on valuation metrics and growth potential [1]. Valuation Comparison - Amazon has a P/E ratio of 32.7 and an EV/EBITDA of 16.2, both below the Magnificent Seven averages of approximately 40 and 25 respectively, indicating a valuation advantage [2]. - In contrast, MercadoLibre has a P/E of 50.5 and an EV/EBITDA of 30.6, suggesting that investors are paying a premium for its regional growth story [2]. Growth and Performance - Over the past year, Amazon's stock has increased by 12.6%, while MercadoLibre's has decreased by 1.1%. Year-to-date, Amazon is down 4.1%, compared to MercadoLibre's gain of 15.8% [4]. - Despite MercadoLibre's bursts of growth, Amazon's long-term resilience and global scale provide it with a defensive edge [4]. Strategic Initiatives - Amazon is making significant investments in AI, cloud infrastructure, and logistics, including hiring 250,000 seasonal workers for the 2025 holiday season, showcasing operational foresight [5]. - MercadoLibre is expanding regionally, recently entering Brazil's online medicine market, but remains vulnerable to the volatility of Latin American economies [5]. Investment Appeal - When comparing the two companies, Amazon is seen as a more attractive investment due to its lower valuation and combined exposure to e-commerce, cloud, and AI [6]. - While MercadoLibre may offer higher percentage growth potential in an ideal scenario, Amazon is considered the smarter buy for investors focused on valuation and a balanced risk/reward profile [6].

Core Insights - The article provides a comprehensive analysis of Amazon.com and its competitors in the Broadline Retail industry, focusing on financial metrics, market position, and growth prospects to offer valuable insights for investors [1] Company Overview - Amazon is the leading online retailer, with retail-related revenue accounting for approximately 75% of total revenue, followed by Amazon Web Services (15%), advertising services (5% to 10%), and other segments [2] Financial Metrics Comparison - Amazon's Price to Earnings (P/E) ratio is 32.69, which is 0.83x lower than the industry average, indicating potential undervaluation [5] - The Price to Book (P/B) ratio of 6.85 exceeds the industry average by 1.15x, suggesting the stock may be trading at a premium relative to its book value [5] - Amazon's Price to Sales (P/S) ratio of 3.45 is 1.62x the industry average, indicating potential overvaluation in relation to sales performance [5] - The Return on Equity (ROE) stands at 5.68%, slightly above the industry average, reflecting efficient use of equity to generate profits [5] - Amazon's Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) is $36.6 billion, which is 5.91x above the industry average, indicating stronger profitability [5] - The gross profit of $86.89 billion is 5.23x above the industry average, showcasing robust earnings from core operations [5] - Revenue growth of 13.33% is notably higher than the industry average of 10.76%, indicating exceptional sales performance [5] Debt-to-Equity Ratio Analysis - Amazon's debt-to-equity (D/E) ratio is 0.4, indicating a stronger financial position compared to its top four peers, with a lower level of debt relative to equity [10] - The D/E ratio allows for a concise evaluation of financial health and risk profile, aiding in informed decision-making [8] Key Takeaways - Amazon's low P/E ratio compared to peers suggests potential undervaluation, while high P/B and P/S ratios indicate strong market valuation of its assets and sales [8] - In terms of ROE, EBITDA, gross profit, and revenue growth, Amazon outperforms its industry peers, reflecting strong financial performance and growth potential [8]

Core Insights - MercadoLibre (MELI) and Shopify (SHOP) have evolved into comprehensive digital commerce ecosystems, with MELI focusing on Latin America and SHOP on global merchant services [1][2] - Both companies are investing in AI tools, payment innovations, and advertising capabilities to enhance their appeal to a broader range of clients [1] Summary of MercadoLibre (MELI) - MELI's growth is strong but increasingly costly, with profitability under pressure due to high expenses associated with its integrated marketplace, payments, and logistics model [3][6] - Competition in Brazil and Mexico is intensifying, prompting MELI to reduce free-shipping thresholds to maintain market share, which may boost volumes but compress margins [4] - The lending portfolio of Mercado Pago has surpassed $9 billion, with a projected total payment volume of $71 billion, reflecting a 37% year-over-year increase, but raises concerns about credit risk [5] - The Zacks Consensus Estimate for MELI's Q3 2025 EPS is $9.74, indicating a 24.39% year-over-year increase, but recent downward revisions suggest caution regarding margin recovery [6] - MELI's stock has increased by 20.5% year-to-date, underperforming compared to the industry average of 6% [12] Summary of Shopify (SHOP) - Shopify has developed into a full-stack commerce platform, serving millions of merchants globally, with a strong presence in 175 countries [7] - Key growth drivers include Shop Pay and Shopify Payments, with AI features enhancing conversion rates and operational efficiency [8] - The Zacks Consensus Estimate for Shopify's Q3 total revenue is $2.96 billion, reflecting a 28.8% year-over-year growth, supported by balanced expansion across merchant and subscription solutions [10] - The projected EPS for Shopify in 2025 is $1.45, indicating an 11.54% year-over-year growth, driven by disciplined cost execution and expanding monetization of AI-driven infrastructure [11] - SHOP's stock has risen by 46.9% year-to-date, outperforming MELI and the industry, reflecting strong investor confidence [12] Valuation Comparison - Both MELI and SHOP shares appear stretched in valuation, with MELI trading at 3.08x forward Price/Sales and SHOP at 15.46x, with SHOP's multiple appearing more justified due to its operational strength [15] - The contrasting outlooks suggest that Shopify is better positioned for sustained growth and profitability compared to MercadoLibre, which faces rising costs and competitive pressures [19][20]