Mercado Libre（后文简称Meli），对国内读者和投资人而言可能并不被人熟知。而实际上，类似阿里之于中国、Sea之于东南亚，Meli可以说是拉美地区 最大、最成功的互联网龙头。旗下同时拥有拉美地区最大的电商平台和金融支付两大业务，可以类比拉美地区的淘宝和蚂蚁集团。 一、Mercado Libre 是一家什么样的公司？ 并且，虽然拉美的互联网行业仍属发展中早期的"新兴市场"，Meli却并非行业内的新兵。实际上早在1999年就已于阿根廷成立，与同样诞生于99年的阿 里，以及诞生于94年的亚马逊是同一时代的互联网 "老兵"。 但是回顾Meli自2007年上市以来的股价表现，直到2019年前公司的表现可谓"默默无闻"，年化回报率仅12%。从这个角度Meil看起来并非一家能给股东带 来好回报的"好公司"。但到疫情来临后，Meli却看似突然进入了股价（和业绩）的爆发期。 因此海豚对Meli的覆盖将主要围绕以下几个问题展开： ①Meli旗下的业务具体构成如何，为何在19年前表现平平，又为何在在疫情前后迎来了爆发式的增长。 ② 如前文提及的，Meli同时拥有拉美地区最成功的电商业务和金融支付业务，在拉美地区这两个行 ...

Mercado Libre（后文简称Meli），对国内读者和投资人而言可能并不被人熟知。而实际上，类似阿里之于中国、Sea之于东南亚，Meli可以说是拉美地区最大、最 成功的互联网龙头。旗下同时拥有拉美地区最大的电商平台和金融支付两大业务，可以类比拉美地区的淘宝和蚂蚁集团。 并且，虽然拉美的互联网行业仍属发展中早期的"新兴市场"，Meli却并非行业内的新兵。实际上早在1999年就已于阿根廷成立，与同样诞生于99年的阿里，以及诞 生于94年的亚马逊是同一时代的互联网 "老兵"。 但是回顾Meli自2007年上市以来的股价表现，直到2019年前公司的表现可谓"默默无闻"，年化回报率仅12%。从这个角度Meil看起来并非一家能给股东带来好回报 的"好公司"。但到疫情来临后，Meli却看似突然进入了股价（和业绩）的爆发期。 以下为详细分析 一、Mercado Libre 是一家什么样的公司？ 1、Meli坐拥电商+金融支付两大板块 简单来说， Meli目前的旗下业务包括平台电商和支付金融两大板块， 具体来看： ① 电商板块包括电商佣金、履约物流、平台内支付和广告四个细分业务 。电商平台是Meli最早的业务，早在200 ...

Is the shine coming off of Apple stock? It's a question I've been asking for years, and, so far this year, Apple is leaving investors disappointed. Its shares have fallen by nearly 20%. That makes it one of the two worst-performing stocks -- along with Tesla -- among the "Magnificent Seven" (Apple, Alphabet, Amazon, Microsoft, Nvidia, Meta Platforms, and Tesla).So, has the time come for investors to shunt Apple to the side in favor of some new stocks? I think so, and here are two companies I would consider. ...

With those investments, MercadoLibre established an entrenched position in Latin America's growing e- commerce market. eBay also invested in the company in 2001, and that support helped it attract a lot more attention from overseas investors. Today, MercadoLibre operates in 19 Latin American countries, though most of its customers are located in Brazil, Mexico, and Argentina. MercadoLibre is still a great buy at its all-time high. MercadoLibre (MELI 0.08%), the largest e-commerce company in Latin America, h ...

Core Insights - StoneCo Ltd. (STNE) is experiencing growth driven by continuous product innovation, enhancing its digital ecosystem to better serve micro, small, and medium-sized businesses (MSMBs) in Brazil [1][4] Product Innovations - Key innovations include the Pix QR Code solution for instant peer-to-merchant payments, TapTon for mobile payment acceptance, Payment Link for personalized payment URLs, and Web Checkout for improved online shopping experiences [1][2] - Additional offerings include a POS Gateway for in-store payments, a Payment Service Provider platform for marketplaces, and Split Payments to divide transactions among multiple recipients [2] Market Trends - StoneCo's software portfolio is well-positioned to benefit from Brazil's rapid transition to digital payments, with a 95% year-over-year increase in Pix transaction volume and a 10% rise in card transactions in Q1 2025 [3][8] - The company's cloud-based POS and ERP platforms are becoming essential for merchants moving away from cash [3] Competitive Landscape - Competitors like MercadoLibre, Inc. and NU Holdings Ltd. are also expanding their digital payment solutions, with Mercado Pago offering a comprehensive suite of services and Nubank providing secure, one-click checkouts and mobile POS solutions [5][6] Stock Performance - Year-to-date, StoneCo's shares have increased by 87.6%, significantly outperforming the industry growth of 14.2% and the S&P 500's growth of 3% [7] Valuation - StoneCo's stock is trading at a forward 12-month price-to-earnings (P/E) ratio of 9.78X, which is lower than the industry average of 40.16X, indicating an attractive valuation [10]

POLAND - 2024/11/24: In this photo illustration, the MercadoLibre company logo is seen displayed on ... More a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty Images MercadoLibre Inc (NASDAQ: MELI), frequently referred to as the “Amazon of Latin America,” runs the largest online marketplace in the region—and has consistently been increasing its market share for the last three years. Similar to Amazon (NASDAQ: AMZN) or eBay (NASD ...

Montevideo, June 26, 2025 (GLOBE NEWSWIRE) -- Today, TIME has released its annual TIME100 Most Influential Companies list, which highlights companies making an extraordinary impact around the world. Not only is Mercado Libre the only Latin American company on the list, this year it’s recognized as the dominant retailer in the Titan category signaling the company’s global significance. Since its founding over 25 years ago, Mercado Libre has become a dominant force in the region. In recent years the company h ...

Core Insights - MercadoLibre's fintech arm, Mercado Pago, is crucial for the company's growth, achieving $1.49 billion in fintech revenues in Q1 2025, which is 34.4% of total revenues and represents a 43% year-over-year increase [1] - The company is experiencing strong user growth, with 64 million monthly active users (MAUs) in Q1 2025, a 31% increase year-over-year, driven by improved product offerings and user experience [4] Fintech Growth and User Engagement - Consistent improvements in Net Promoter Score (NPS) in Brazil and Mexico indicate a strong value proposition, with expectations for continued growth in product adoption and user engagement [2] - The expansion of digital accounts and high-yield deposits is enhancing product adoption, particularly in Brazil, Mexico, and Chile, where user growth exceeds the overall average [3][9] Competitive Landscape - MercadoLibre faces competition from other fintech players in Latin America, such as Nu and StoneCo, which are also showing significant user growth and engagement [5][6] - Nu reported nearly 100 million MAUs in Q1 2025, while StoneCo had 4.3 million active clients in its payments segment, with 38% of clients using multiple solutions [5][6] Stock Performance and Valuation - MELI shares have increased by 39.6% year-to-date, outperforming the Zacks Internet – Commerce industry and the Zacks Retail-Wholesale sector [7] - The stock is currently trading at a forward Price/Sales ratio of 3.91X, compared to the industry's 1.98X, indicating a higher valuation [11] Earnings Estimates - The Zacks Consensus Estimate for MELI's Q2 2025 earnings is $12.01 per share, reflecting a 14.60% year-over-year growth, with the 2025 earnings estimate at $48.38 per share, indicating a 28.36% year-over-year growth [13]

Core Insights - MercadoLibre has emerged as a leading e-commerce and fintech player in Latin America, showcasing significant growth and a strong international profile [1][2][4][14] - The company's stock has surged 53% year-to-date in 2025, driven by robust earnings and increasing investor confidence [2][11] Company Overview - MercadoLibre operates a comprehensive digital ecosystem that addresses logistics, financial services, and digital commerce gaps in Latin America [4][5] - The company has established a strong presence in Brazil, Mexico, and Argentina, benefiting from rising internet penetration and underdeveloped financial infrastructure [6] Financial Performance - In Q1 2025, MercadoLibre reported earnings per share of $9.74, exceeding estimates by nearly 18%, with revenue of $5.93 billion, a 37% year-over-year increase [8][10] - Gross merchandise volume rose 17% to $13.3 billion, while total payment volume increased by 43% to $58.3 billion, reflecting strong demand for e-commerce and fintech services [9][10] - The fintech division's revenue climbed 43%, with credit card transaction volume surging 166%, indicating increased engagement with its financial ecosystem [10] Market Position and Valuation - MercadoLibre's stock currently has a P/E ratio of 66.52, with a forward P/E of 38, suggesting a premium valuation despite strong growth [2][13] - The company recently ranked No. 50 on Kantar's 2025 list of the most valuable global brands, highlighting its rising brand value [2] Investment Considerations - Analysts maintain a consensus Moderate Buy rating for MercadoLibre, indicating positive sentiment towards the stock [11] - A potential pullback in stock price could present a favorable entry point for new investors, particularly if it retraces to the $2,400 level [12][13]

Group 1: Palantir Technologies - Palantir Technologies has seen a remarkable stock increase of 64% year-to-date and over 1,800% since 2023, driven by its focus on artificial intelligence (AI) [4][5] - The company specializes in custom software that utilizes AI for data analysis, helping organizations identify trends and optimize processes [5] - Following the launch of its AIP platform in mid-2023, Palantir has entered a new growth phase, with significant market opportunities ahead [6] - Despite strong business performance, Palantir's stock is considered overvalued, trading at an enterprise value of nearly $280 billion against $3.1 billion in trailing-12-month revenue [7][8] Group 2: MercadoLibre - MercadoLibre has experienced a 54% stock increase in 2025, with potential for further growth due to its strong position in Latin America [9] - The company operates in e-commerce, fintech, and logistics, leveraging these sectors to enhance its competitive advantage [9] - With minimal exposure to the U.S. market, MercadoLibre is less affected by tariffs, allowing it to thrive in the region's challenging economic environment [10] - The company reported $5.9 billion in revenue for Q1 2025, a 37% increase year-over-year, with net income rising by 44% to $494 million [13] - Despite a P/E ratio of 63, which may seem high, this valuation is consistent with growth rates seen in similar companies like Amazon [14] Group 3: Netflix - Netflix's stock has risen 33% year-to-date, recovering from a 19% drop earlier in the year, and is currently trading at nearly $1,200 per share [15] - The company's profit margin reached 23% in its most recent quarter, the highest in its history, nearly double that of two years ago [16] - Netflix's large global audience of over 700 million, with more than 450 million outside the U.S., enhances its attractiveness to advertisers [17] - The company has raised prices for its service, reflecting confidence in subscriber retention due to an expanded content offering [18] - Overall, Netflix's strong fundamentals and stock performance position it as a compelling investment opportunity within the Nasdaq-100 [19]