MELI · Mercadolibre Inc
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. MercadoLibre posted Q2 net revenue of $10.2bn (+50% YoY), driven by record engagement and ecosystemic user growth (+37% YoY), while EBIT margin compressed 550bps YoY to 6.7% as the company leaned into long-term investments, and net income declined 11% to $466mn despite the credit portfolio scaling to $16bn (+75% YoY) with near-record-low NPLs.
- + Net revenue surpassed $10bn for the first time, growing 50% YoY
- + Brazil free-shipping threshold change drove a sustained step-change in conversion of +1.1ppts YoY
- − Credit card NIMAL fell to -2.5% in Q2'26 as accelerated card issuance dilutes cohort profitability
- − Mexico commerce faces tax reform headwind and GMV decelerated to 26% FX-neutral
- − Provisions for doubtful accounts rose ~2ppts YoY as a share of net revenue, pressuring near-term margins
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended 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 NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Internet Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MELI
this stock
Mercadolibre Inc
|
$90.61B | -11.3% | +39.1% | 48.6 | 1.6% |
|
AMZN
Amazon Com Inc
|
$2.68T | +9.9% | +12.4% | 20.0 | 0.9% |
|
BABA
Alibaba Group Holding Ltd
|
$271.78B | -22.7% | +8.1% | — | 1.7% |
|
PDD
PDD Holdings Inc.
|
$112.31B | -30.4% | +14.5% | — | 2.2% |
|
DASH
DoorDash, Inc.
|
$85.45B | -14.8% | +27.9% | 102.7 | 4.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MELI | -5.8% | -7.0% | +11.8% | -7.7% | -11.3% |
| SPY | -0.3% | -0.1% | +20.1% | -0.7% | +11.7% |
| vs SPY | -5.5% | -6.9% | -8.4% | -7.0% | -23.0% |
Capital returns
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.