Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

MERCADOLIBRE INC
Next earnings Aug 5, 2026 · consensus $9.28 EPS, $9.78B rev
Last earnings +1.6% on 2026-05-07
Dominant LatAm compounder still growing revenue 34%, but earnings stalled at +4.5% and 41x P/E leaves no margin for error.
Sources: SEC EDGAR (CIK 0001099590, latest 10-Q filed 2026-05-08) · EODHD · analysis by claude-code · as of 6/21/2026, 3:13:31 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Fundamentals and price both look middling — no strong edge either way.
MercadoLibre remains a best-in-class operator: FY2025 revenue grew 34.3% to $20.3B, extending a remarkable run from $5.71B in 2021 — a ~3.6x in four years — while ROE held at 29.6% and operating cash flow surged to $12.1B. The combined commerce + Mercado Pago flywheel is clearly intact, gross profit rose 34.3% in lockstep with revenue, and the company still self-funds heavy investment ($2.27B R&D, $1.34B capex) without diluting shareholders (50.7M shares, flat YoY). On business quality alone this is a buy-tier franchise.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $5.71B | $7.45B | $10.5B | $15.1B | $20.3B |
| Gross profit | $3.00B | $5.20B | $7.59B | $9.58B | $12.9B |
| Operating income | $441M | $1.07B | $2.21B | $2.63B | $3.20B |
| Net income | $83.0M | $482M | $987M | $1.91B | $2.00B |
| Diluted EPS | $1.67 | $9.53 | $19.46 | $37.69 | $39.40 |
| Net margin | 1.5% | 6.5% | 9.4% | 12.6% | 9.8% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Annual meeting vote results; directors and routine proposals approved
Q1'26 10-Q: continued double-digit revenue growth, heavy fintech funding use
Q1'26 results released: revenue growth stays strong, fintech/credit scaling
Annual proxy: board slate and exec comp put to shareholder vote
Executive/director change disclosed (Item 5.02), no financial impact stated
FY25 10-K: revenue $20.3B (+34%) but gross margin fell to 44.5% on shipping/funding
FY25 results: revenue +34% but net income only +4.5% as margins compressed
Other-event disclosure (8.01) with exhibits; no operating change to fundamentals
Entered material agreement (likely financing/credit) plus Reg FD update
2 buys · 4 sells · 2 members · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Last 90 days: 1 open-market buy · 0 sales
| 2026-06-12 | Aguzin Alejandro Nicolas Director | Award | 94.00 | |
| 2026-06-12 | Sanders Richard A Director | Award | 94.00 | |
| 2026-06-12 | Lawson Martin R Director | Award | 94.00 | |
| 2026-06-11 | Melamud Marcelo SVP - Chief Accounting Officer | Buy | 124.64 @ $1,604.62 | $200K |
| 2026-06-10 | Tolda Stelleo Director | Gift | 250.00 |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.