Mercadolibre (MLB1) AI Stock Analysis
Mercadolibre
(XETRA:MLB1)
No summary available
Mercadolibre (MLB1) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 77.58B
- Dividend Yield
- ―
- Average Volume (3M)
- 219
- Price to Earnings (P/E)
- 41.0
- Beta (1Y)
- 0.58
- Revenue Growth
- 40.28%
- EPS Growth
- -13.93%
- Country
- Germany
- Employees
- 123,670
- Sector
- Consumer Cyclical
- Sector Strength
- 61
- Industry
- Specialty Retail
Mercadolibre Business Overview & Revenue Model
Company Description
MercadoLibre, Inc. operates as a prominent provider of digital commerce platforms throughout Latin America. Its primary service, the Mercado Libre Marketplace, is an automated online system allowing businesses, independent vendors, and private indivi...
Mercadolibre Earnings Call Summary
The call was strongly positive overall. Management reported 41% FX-neutral growth in net revenue and financial income, robust commerce and fintech operating metrics, stable or improving credit quality, better logistics efficiency, expanding loyalty and social-commerce capabilities, and measurable benefits from AI investment. The principal negative was near-term operating-margin pressure from shipping capacity, energy costs and deliberate affiliate and other strategic investments. Management emphasized that these investments are producing stronger engagement, market-share gains and improving underlying economics.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Management said investment areas will continue to be similar, with “no significant new areas of investment” in the short term and “no significant deviation” from recent levels; affiliate investment will continue and should contribute to margins “eventually,” while sales and marketing is expected to remain within the “11% to 12%” range. Shipping costs included roughly 60 basis points of pressure, with “40 basis points” in COGS and “20 basis points” in OpEx; part of the footprint-related pressure is expected “to come back in Q4,” while energy-cost pressure is expected “to remain.” Quick commerce has had no “steep change” in investments, with no “speed change or inflection point” in the investment mindset, and the business might be accretive to margins “not far from today.” Fulfillment capacity increased 20% quarter-on-quarter, will step up in Q4 and continue filling over time, while capacity will continue increasing every quarter, “maybe not at the pace” of Q3. In Brazil, the 5 days on, 2 days off schedule is not expected to create any “material cost impact,” and automation investment was tripled.
Mercadolibre Risk Analysis
Mercadolibre disclosed 1 risk factors in its most recent earnings report. Mercadolibre reported the most risks in the "Legal & Regulatory" category.
Latest Risks Added
0 New RisksMercadolibre Peers Comparison
Overall Rating
PDD77Outperform
AMZN74Outperform
EBAY71Outperform
SE65Neutral
BABA58Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| PDD | 77Outperform | $116.93B | 8.39 | 21.97% | ― | 13.53% | -2.42% |
| AMZN | 74Outperform | $2.88T | 20.75 | 26.71% | ― | 15.35% | 73.92% |
| EBAY | 71Outperform | $54.94B | 26.41 | 46.11% | 0.99% | 15.33% | -0.34% |
| SE | 65Neutral | $48.59B | 27.91 | 13.51% | ― | 43.06% | 32.91% |
| Sector * | 61Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% |
| BABA | 58Neutral | $255.43B | 23.98 | 7.04% | 0.97% | 7.76% | -49.08% |
* Consumer Cyclical Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:MLB1 | Mercadolibre, Inc. | 1349.60 | -453.80 | -25.16% | |
| AMZN | Amazon.Com, Inc. | 260.21 | 15.80 | 6.46% | |
| EBAY | Ebay Inc | 123.35 | 40.60 | 49.07% | |
| BABA | Alibaba Group | 108.07 | -56.78 | -34.45% | |
| SE | Sea Ltd | 75.63 | -74.31 | -49.56% | |
| PDD | Pdd Holdings Inc. | 83.95 | -51.83 | -38.17% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.