The Motley Fool
26 Sept 2026, 13:32 UTC · 2h ago
Verdict
Headline takes no side. We score MELI +0.80 across five claims — strongly bullish.
+0.80strongly bullish
More positive than 88% of ticker scores this week
What the story claims
5 claims · scored −1 bearish … +1 bullish · 0 new · 5 priced in
MercadoLibre reported FY 2025 revenue of nearly $28.9 billion, a growth of roughly 39.1% year-over-year.
Priced inanalysis of FY 2025 annual report
So whatThis growth rate significantly exceeds the 30.1% revenue growth reported by Shopify for the same period.
More positive than 93% of claims this week
MercadoLibre generated a total gross merchandise volume (GMV) of $65.0 billion in fiscal year 2025, a 26% year-over-year increase.
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Priced inanalysis of FY 2025 annual report
So whatStrong GMV growth supports a higher valuation multiple as the platform captures more of the LatAm retail market.
More positive than 87% of claims this week
Shopify reported FY 2025 revenue of roughly $11.6 billion, marking a 30.1% increase over the prior year.
Priced inanalysis of FY 2025 annual report
So whatWhile strong, the growth trails MELI by ~900bps, potentially impacting its premium P/E ratio of 95.96.
More positive than 79% of claims this week
MercadoLibre generated free cash flow of nearly $10.8 billion in the period ending December 2025.
Priced inanalysis of FY 2025 annual report
So whatWith an $89B market cap, the FCF yield is approximately 12.1%, providing significant capital for expansion.
More positive than 66% of claims this week
MercadoLibre's debt-to-equity ratio was roughly 1.7x as of its December 2025 balance sheet.
Priced inanalysis of FY 2025 annual report
So whatHigher leverage increases risk sensitivity to interest rate shifts in Latin American markets through 2026.
More negative than 69% of claims this week
Which stocks this story touches
More positive than 34% of relationship scores this week
[mutual] Shopify maintains strategic partnerships with payment processors like PayPal to provide seamless experiences for its merchants.
More positive than 14% of relationship scores this week
[mutual] Both are described as leaders in digital commerce, though they follow different business models (regional marketplace vs. global software tools).
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4h ago
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MELI hasn't traded since this ran. Last close $1752.61 (Sep 25); the reaction starts at the next open.
MELI chart →
