Is MELI a good stock to buy?
We came across a bullish thesis on MercadoLibre, Inc. on The Analyst’s Journal’s Substack by RA_Capital
In this article, we will summarize the bulls’ thesis on MELI. MercadoLibre, Inc.’s share was trading at $1,610.00 as of June 11th. MELI’s trailing and forward P/E were 41.92 and 30.86 respectively according to Yahoo Finance.
Photo by CardMapr.nl on Unsplash MercadoLibre, Inc. (MELI) is positioned as the dominant digital commerce and fintech ecosystem in Latin America, combining leading e-commerce, payments, lending, logistics, and advertising platforms that continue to reinforce one another. Despite the stock trading at $1,599.52, approximately 39.5% below its July 2025 all-time high, the company delivered exceptional operating results that support a bullish long-term outlook. 15 AI Stocks That Are Quietly Making Investors Rich Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential Revenue increased 44.6% year-over-year to $8.8 billion in the fourth quarter of 2025, while full-year revenue reached $28.89 billion, up 39%, marking an impressive streak of 28 consecutive quarters with growth exceeding 30%. The company’s fintech platform, Mercado Pago, remains a major growth engine, with its credit portfolio nearly doubling year-over-year to $12.5 billion, monthly active users expanding around 30% for ten consecutive quarters, and three million new credit cards issued during the quarter.