<div id="readability-page-1">We came across a bullish thesis on MercadoLibre, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on MELI. MercadoLibre, Inc.’s share was trading at $2,373.89 as of July 31st. MELI’s trailing and forward P/E were 58.40 and 45.87, respectively according to Yahoo Finance. <div id="attachment_1195939"><img src="https://imageproxy.pbkrs.com/https://imonkey-blog.imgix.net/blog/wp-content/uploads/2023/09/20074954/MELI-insidermonkey-1695210591155-768x430.jpg/query-YXV0bz1mb3J0bWF0JmV4cGlyZXM9MTc4NTcxNTIwMCZmaXQ9Y2xpcCZoZWlnaHQ9MjY5JndpZHRoPTQ4MA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="830" height="465" original-src="https://imageproxy.pbkrs.com/https://imonkey-blog.imgix.net/blog/wp-content/uploads/2023/09/20074954/MELI-insidermonkey-1695210591155-768x430.jpg/query-YXV0bz1mb3J0bWF0JmV4cGlyZXM9MTc4NTcxNTIwMCZmaXQ9Y2xpcCZoZWlnaHQ9MjY5JndpZHRoPTQ4MA"/>A customer using their phone to access an online commerce platform.</div> MercadoLibre (MELI) stands as Latin America’s dominant e-commerce and fintech platform, delivering 37% year-over-year revenue growth to $5.9 billion in Q1 2025, with $494 million in net income. Its deeply integrated ecosystem—spanning e-commerce, digital payments, logistics, and credit—creates powerful network effects across 18 countries. With 66.6 million unique marketplace buyers and 64 million monthly fintech users, MELI processes $58 billion in TPV and shipped over 1.2 billion items in 2024, underscoring its scale advantage. Its dual-segment structure—Commerce (56% of revenue) and Fintech (44%)—continues to deliver strong growth, with the Fintech segment outpacing overall revenue. The Commerce segment saw 32% YoY growth, while GMV rose 17% YoY and the take rate improved to 25%, signaling rising monetization. Meanwhile, Fintech revenue grew 43% YoY, supported by robust user growth and stable take rates. MELI’s proprietary logistics network and MELI Air reinforce its moat, alongside strong brand equity—ranked 50th globally with a $49.8B brand value. Its credit portfolio grew 75% YoY to $7.8 billion, with stable NPL trends, and selective tightening toward higher-quality borrowers. Argentina’s resurgence, now contributing 23% of revenue with 125% YoY growth, affirms MELI’s strategic pivot toward the region. Despite macro risks, MELI’s operating margins expanded and its balance sheet remains solid, with $9.6B in cash exceeding total debt. Stock-based compensation is just 2% of revenue, and dilution is minimal. Trading at a Forward EV/Sales of 4.3 and a PEG ratio of approximately 1, MELI appears undervalued relative to its 30%+ growth. The synergy between fintech and commerce, coupled with scale, brand, and network advantages, positions MELI as a high-conviction long-term compounder. Previously, we covered a bullish thesis on MercadoLibre, Inc. (MELI) by Daan | InvestInsights in May 2025, which highlighted its strong e-commerce and fintech growth in Latin America. The stock has depreciated by ~8% since our coverage, as the valuation has compressed. The thesis still stands. Sergey shares a similar view but emphasizes its segment margins and valuation-driven upside. MercadoLibre, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 108 hedge fund portfolios held MELI at the end of the first quarter which was 96 in the previous quarter. While we acknowledge the risk and potential of MELI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MELI and that has 10,000% upside potential, check out our report about this cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. Artificial intelligence is the greatest investment opportunity of our lifetime. 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MercadoLibre, Inc. (MELI) 在 Sergey 的 Compounding Your Wealth Substack 中被强调为一个看涨的投资主题。该公司是拉丁美洲电子商务和金融科技的领导者，在 2025 年第一季度报告了 37% 的收入增长，达到 59 亿美元。凭借强大的生态系统，MELI 拥有 6660 万市场买家和 6400 万金融科技用户。其双重业务结构显示出强劲的增长，尤其是在金融科技领域。尽管面临宏观风险，MELI 的运营利润率正在扩大，资产负债表稳健。该股票似乎被低估，前瞻性的企业价值/销售比为 4.3，暗示着长期潜力

Mercadolibre 公司（MELI）：看涨理论