MercadoLibre Inc
MELI
Market Cap$125.37B
Close$
Earnings Call Q2 2025
August 4, 2025 - AI Summary
Strong Financial Performance: MercadoLibre reported over 30% year-on-year revenue growth in Q2 2025, with record income from operations at $825 million. This growth reflects the company's successful execution of long-term strategies across commerce, fintech, and advertising sectors.
E-commerce Strategy and Free Shipping: The company lowered the free shipping threshold from BRL 79 to BRL 19 for the third time in five years, aimed at enhancing online shopping adoption. This initiative is expected to bring more users to the platform and drive engagement, as evidenced by a significant GMV acceleration in June following the implementation of the new pricing.
Fintech Growth and Asset Quality Improvements: Mercado Pago's monthly active users rose to 68 million, with a credit portfolio growth of 91% year-on-year, reaching $9.3 billion. The company achieved stability in asset quality, as NPLs declined to below 7% for the first time since reporting began, indicating robust performance and effective credit management.
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$1511.31
36.3% downside
Current Fair Value
36.3% downsideOvervalued by 36.3% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $125.37 Billion |
|---|---|
| Enterprise Value | $130.09 Billion |
| Dividend Yield | $- (-) |
| Earnings per Share | $37.69 |
| Beta | 1.46 |
| Outstanding Shares | 50,697,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 61.07 |
|---|---|
| PEG | -4053.28 |
| Price to Sales | 5.25 |
| Price to Book Ratio | 21.19 |
| Enterprise Value to Revenue | 5.67 |
| Enterprise Value to EBIT | 45.12 |
| Enterprise Value to Net Income | 63 |
| Total Debt to Enterprise | 0.09 |
| Debt to Equity | 2.03 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About MercadoLibre Inc
15,500 employees
CEO: Marcos Galperin Founded in 1999, MercadoLibre is the largest online commerce ecosystem in Latin America, serving as an integrated regional platform and as a provider of the necessary online and technology-based tools that allow businesses and individual...