MercadoLibre Faces Ongoing Margin Strain: Is Profit Growth Slowing?
MELI's Competition in the Fintech Space
Mercado Pago competes with NU NU and StoneCo STNE in Latin America's fast-growing digital finance sector. NU focuses on low-cost digital banking and credit products, leveraging its large customer base in Brazil and Mexico to expand deposits and lending. StoneCo provides payment processing, credit and banking solutions, with a strong presence among small and medium-sized merchants in Brazil. Both NU and StoneCo are broadening product portfolios and increasing customer engagement, intensifying the battle for market share. As these players invest in technology and expand regionally, Mercado Pago must sustain product innovation and deepen relationships to maintain its position in the fintech landscape.
MELI's Share Price Performance, Valuation and Estimates
MELI shares have jumped 38.3% in the year-to-date (YTD) period, outperforming the Zacks Internet – Commerce industry and the Zacks Retail-Wholesale sector's increase of 7.5% and 6.2%, respectively.
MELI's YTD Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, MELI stock is currently trading at a forward 12-month Price/Sales ratio of 3.68X compared with the industry's 2.27X. MELI has a Value Score of D.
MELI Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for third-quarter 2025 earnings is pegged at $9.88 per share, which has been revised downward by 16.6% over the past 30 days, indicating 26.18% year-over-year growth.
MercadoLibre, Inc. Price and Consensus
MercadoLibre, Inc. price-consensus-chart | MercadoLibre, Inc. Quote
The consensus mark for 2025 earnings is pegged at $44.63 per share, which has been revised downward by 6.5% over the past 30 days. The estimate indicates 18.41% year-over-year growth.MercadoLibre currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
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