ホーム/MELI

Public research page

Market data comes from the live feed. The company research below uses verified public sources, but it is not a real-time personalized AI conclusion.

Analyze MELI in workspace
MELINASDAQ/consumer discretionary

MercadoLibre, Inc.

$1867.30Up+15,08 (+0,81%)
Research reviewed: 2026年7月12日 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

MercadoLibre, Inc. operates in Broadline Retail within the consumer discretionary sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Eröffnung
1.860,00
Hoch
1.897,26
Tief
1.855,00
Marktkapitalisierung
94,67 Mrd.
KGV
49.18
52-Wochen-Hoch
--
Dividende
--
Quartalsdividende
--

3-month price context

直近3か月の推移を表示し、フル調査ワークスペースに進む前に短期構造を把握できます。

Investment thesis

Base case
Marketplace selection, fulfillment speed and advertising can deepen online retail adoption. The base case remains conditional on credit normalization staying manageable.
Bull case
Marketplace selection, fulfillment speed and advertising can deepen online retail adoption. Payments, deposits and merchant services can expand beyond marketplace transactions. Greater network density can improve delivery experience and unit economics.
Bear case
Rapid loan growth or macro stress can raise delinquencies and provisioning needs. Inflation, currency controls and political shifts can distort demand and reported results. Global and local rivals can require heavier shipping subsidies, incentives and capital spending.
Thesis invalidation
Reassess the thesis if rapid loan growth or macro stress can raise delinquencies and provisioning needs.

Key catalysts

  • Commerce penetration

    Marketplace selection, fulfillment speed and advertising can deepen online retail adoption.

  • Mercado Pago engagement

    Payments, deposits and merchant services can expand beyond marketplace transactions.

  • Logistics density

    Greater network density can improve delivery experience and unit economics.

Principal risks

  • Credit normalization

    Rapid loan growth or macro stress can raise delinquencies and provisioning needs.

  • Latin American macro volatility

    Inflation, currency controls and political shifts can distort demand and reported results.

  • Commerce and payments competition

    Global and local rivals can require heavier shipping subsidies, incentives and capital spending.

Latest earnings research

Q1 2026

MercadoLibre's first-quarter update reflected continued commerce, logistics and fintech expansion across Latin America, supported by ecosystem engagement and ongoing investment in credit and fulfillment.

Valuation interpretation

  • MercadoLibre's growth premium depends on commerce and fintech reinforcing each other without credit losses eroding returns.
  • Currency-neutral operating progress should be separated from inflation and foreign-exchange translation effects.

Peer research

AMZNEBAYHD

Recent news

Trefis · vor 11 Stunden

EBAY Showered Owners With Cash. The Stock Did Not Cooperate

Motley Fool · vor 13 Stunden

Prediction: MercadoLibre Will Join Amazon, Walmart, and Costco in the $50 Billion Revenue Club by 2027

Trefis · vor 13 Stunden

The Real Risk Inside MercadoLibre Stock

Stocktwits · vor 18 Stunden

This eBay Rival Has Delivered Over 30% Quarterly Revenue Growth For Seven Straight Years — So Why Is The Stock Still Falling?

24/7 Wall St. · gestern

Skip Broad Latin America. This Single-Country Fund Is Where the Reform Rally Is

Zacks · vor 3 Tagen

MercadoLibre (MELI) Outpaces Stock Market Gains: What You Should Know

Data and research sources

Research updated: 2026年7月12日 00:00 UTC
3 verified sources
MercadoLibre First Quarter 2026 ResultsMercadoLibre, Inc. · earningsVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/5/4 0:00:00

Open original source
MercadoLibre, Inc. Investor RelationsMercadoLibre, Inc. · companyVerified

Fetched: 2026/7/12 0:00:00 UTC

Open original source
MercadoLibre, Inc. SEC filingsU.S. Securities and Exchange Commission · filingVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/5/4 0:00:00

Open original source

Continue in the research workspace

Keep MELI in context, run a multi-agent analysis, and monitor thesis changes.

Analyze MELI free

リサーチシステム全体を見る

各段階には固有の役割があり、次の段階で検証可能な成果を残します。

リサーチ手法市場レポートを読む銘柄を探す

Continue researching this stock

市場アナリスト

市場アナリスト は コアリサーチ の中で 観察 段階を専門に担い、後続判断の前提を整える役割です。

ファンダメンタルズアナリスト

ファンダメンタルズアナリスト は コアリサーチ の中で 観察 段階を専門に担い、後続判断の前提を整える役割です。

ニュースアナリスト

ニュースアナリスト は コアリサーチ の中で 観察 段階を専門に担い、後続判断の前提を整える役割です。

リスクマネージャー

リスクマネージャー は リスクと監視 の中で 監視 段階を専門に担い、後続判断の前提を整える役割です。