MELI · Mercadolibre Inc
$1,950.44
-46.56 (-2.33%)
At close · Aug 26
Market Cap
$99.55B
Shares
50.70M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$1,950.44
Open$1,995.39
Day$1,948.40–2,008.38
52W close$1,546.81–2,510.97
Avg vol 30d436K
Short int886K · 1.7% float · 1.6d
Short vol52%
Last earningsAug 5, 2026
DataJan 2020–Aug 2026
Filing10-Q · Aug 6
Up next
Next earnings call
Nov 1, 2026
Est · unconfirmed
· in 9 wks
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed Aug 6, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceOverall
Buy
SellHoldBuy
Technical
Buy
Momentum
Neutral
Sentiment
Neutral
Fundamentals
Excellent
Quant / Vol
Moderate
Market backdrop
VIX 15.2 · calm
Equity put/call 0.64
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+5%
above
Price vs 50-day avg
+8%
above
RSI (14)
59
neutral
MACD trend
Positive
52-week position
42%
mid-range
Momentum
relative strength
1-month return
+5%
trailing
6-month return
+10%
trailing
YTD return
−3%
this year
Relative strength
−3%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $1810 › 200d $1864 — 200d above 50d
Institutional flow
Distributing
-2% holders QoQ · +146 funds added
Insider flow
Accumulating
Net +$199.0K over 90 days · 0% sells
Short interest
Rising
1.75% of float · ▲ +9.4% MoM · 1.6 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
1,441 holders — mid 3-yr range
Squeeze score
56
elevated · 0–100
Fundamentals
Revenue growth
+39%
Y/Y
Gross margin
45%
contracting
EPS growth
+5%
Y/Y
Free cash flow
$11.6B
Valuation
P/E 53.4
in line
Buyback
$157.0M
authorized
Balance sheet
$900.0M
net debt
Quant / Vol
risk profile
Volatility
41%
annualized · 1-yr
Max drawdown
−38%
past year
ATR
3.5%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+5%
Bullish
Price vs 50-day avg
+8%
Bullish
RSI (14)
59
Neutral
MACD trend
Positive
Bullish
52-week position
42%
Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross)
No cross
50d $1810 › 200d $1864 — 200d above 50d
Institutional flow
Distributing
-2% holders QoQ · +146 funds added
Insider flow
Accumulating
Net +$199.0K over 90 days · 0% sells
Short interest
Rising
1.75% of float · ▲ +9.4% MoM · 1.6 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
1,441 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $1,547
Now $1,950 · 42%
Range high $2,511
vs 200-day avg +5%
vs 50-day avg +8%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Capital expenditures | $441M | the three months ended June 30, 2026 filing | — |
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| Depreciation and amortization | $292M | the three months ended June 30, 2026 filing | — |
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| 15-90 day NPL (portfolio as a whole) | 7% | Q2'26 | — |
| 15-90 NPL (credit card) | 4.6% | Q2'26 | — |
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| Acquiring total payment volume | 64.08B | Three Months Ended June 30, 2026 | — |
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| Active devices in Mexico | 1.4M | Q2'26 | — |
| Adjusted EBITDA non-GAAP | $975M | Three Months Ended June 30, 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Net income 466M
+292M Depreciation and amortization
-30M Interest income and other financial gains, net
+62M Interest expense and other financial losses
+45M Foreign currency losses, net
+140M Income tax expense
= Adjusted EBITDA 975M
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| Adjusted free cash flow non-GAAP | $158M | Six Months Ended June 30, 2026 | — |
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| AUM | 23B | Q2'26 | — |
| AUM per user | $264 | Q2'26 | — |
| Consolidated NIMAL | 20.7% | Q2'26 | — |
| Credit card NIMAL | -2.5% | Q2'26 | — |
| Credit exposure per user (consumer portfolio) | $231 | Q2'26 | — |
| Credit exposure per user (credit card portfolio) | $446 | Q2'26 | — |
| Credit portfolio | 16B | Q2'26 | — |
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| Ecosystemic users | 37% | Q2'26 | — |
| Fintech MAUs | 30% | Q2'26 | — |
| Fintech MAUs (count) | 88M | Q2'26 | — |
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| Gross Merchandise Volume | 21.9B | Q2'26 | — |
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| Items per buyer | 14% | Q2'26 | — |
| MELI+ subscribers | 72% | Q2'26 | — |
| Net increase in available cash, investments and digital assets non-GAAP | $41M | Six Months Ended June 30, 2026 | — |
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| Number of items sold | 795M | Three Months Ended June 30, 2026 | — |
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| Total payment transactions | 5.18B | Three Months Ended June 30, 2026 | — |
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| Total Payment Volume | 101B | Q2'26 | — |
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| Unique active buyers | 89M | Three Months Ended June 30, 2026 | — |
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| Unique buyers in Commerce | 26% | Q2'26 | — |
| 1P GMV (over the past 12 months) | 5B | Q1 2026 | — |
| Credit card portfolio | 6.6B | Q1 2026 | — |
| Direct contribution | $1.4B | Three Months Ended March 31, 2026 | — |
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| Income from operations (FX neutral) non-GAAP | $670M | Three Months Ended March 31, 2026 | — |
| Net (decrease) increase in available cash, investments and digital assets non-GAAP | -$113M | Three Months Ended March 31, 2026 | — |
| NIMAL | 17.8% | Q1'26 | — |
| Net debt non-GAAP | $4.68B | As of December 31, 2025 | +108.4% |
GAAP → non-GAAP reconciliationGAAP Total debt $11.39B
-$3.41B Cash and cash equivalents and digital assets
-$1.61B Short-term investments
-$1.69B Long-term investments
= Net debt $4.68B
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| Total credit portfolio | $12.5B | Q4'25 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Internet Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MELI
this stock
Mercadolibre Inc
|
$99.55B | -3.2% | +39.1% | 53.4 | 1.7% |
|
AMZN
Amazon Com Inc
|
$2.81T | +12.8% | +12.4% | 20.9 | 0.9% |
|
BABA
Alibaba Group Holding Ltd
|
$285.95B | -18.2% | +8.1% | — | 1.8% |
|
PDD
PDD Holdings Inc.
|
$123.47B | -23.5% | +14.5% | — | 2.1% |
|
DASH
DoorDash, Inc.
|
$101.17B | +4.6% | +27.9% | 121.6 | 3.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Earnings & Events
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MELI | +2.2% | +4.7% | +9.6% | +3.9% | -3.2% |
| SPY | -0.4% | +5.0% | +12.4% | +2.6% | +12.3% |
| vs SPY | +2.6% | -0.3% | -2.9% | +1.3% | -15.5% |
Capital returns
Buyback program
· as of Dec 31, 2023
Authorized
$157.00M
Spent (derived)
—
Remaining
—
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
Key facts
CIK
1099590
CUSIP
58733R102
13F (30d)
1079 filings
1060 filers
Visit website
Investor relations