MercadoLibre, Inc. (MELI)

From the record

MercadoLibre, Inc.'s filings since 2017 show 2 warning events: an auditor change (8-K item 4.01, 2 times, the latest 2022-02-25) (its current reports).

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MercadoLibre, Inc.'s 9 filed years say what it did: revenue went from $1.2 billion in fiscal 2017 to $20 billion in fiscal 2025, up 42.2% a year; it rose in 8 of 8 years; it never fell from a peak; net income was positive in 6 of 9 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, MercadoLibre, Inc.'s diluted share count shrank about 0.4% a year, and dividends and buybacks returned about 1% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 3 sales and 4 purchases of their own stock on the open market in the year to 2026-09-30, buying about $1 million (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, MercadoLibre, Inc. earned about 30 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 30 cents per dollar of everything the company owns. Leverage: it owed about 84 cents per dollar of assets, and net share issuance: its share count was unchanged over the year (the filed statements).

From the record

MercadoLibre, Inc.'s standing among 101 graded names in its industry family: revenue of $20 billion in fiscal 2025 ranks in the top 7% by size; a net margin of 9.8% ranks in the top 28%; revenue growth of 39.7% a year over the last 3 filed years ranks in the top 6% (its annual reports).

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MercadoLibre, Inc.'s leadership, from its insiders' filings and its current reports: no one files under a chief executive's title, so that part is not read; the 11 officers and directors filing in the last fifteen months have been on the record a median of 5.4 years (bottom 48%); 5 officer or director changes were reported on Form 8-K since 2023-11-13, against the 11 people in charge now (top 49%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

MercadoLibre, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $3.7 billion against debt of $4.6 billion leaves -2.1% of its assets as net cash, bottom 40% of its family; cash from operations less capital spending is 53% of revenue (top 3%); a gross margin of 63.2% (top 29%); research spending of 11.2% of revenue (top 49%) (its annual report).

From the record

MercadoLibre, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 39.7% a year over the last three filed years against 42.2% over all 9, slowing (top 47% of its family); the newest year grew 34.4% (top 15%); research spending grew 27.3% a year (top 15%); capital spending grew 43.4% a year (top 15%) (its annual reports). MercadoLibre, Inc. reported 5 lines of business in fiscal 2025: Brazil at $15 billion, Mexico at $6.5 billion, Argentina at $6.0 billion, and 2 more. 5 of 5 grew in the latest filed year, and the largest line is 50% of revenue (its annual report).

From the record

MercadoLibre, Inc.'s newest year against its own record: revenue of $20 billion in fiscal 2025 came in 5.7% below the $22 billion its prior three years' pace pointed to (bottom 31% of its family); net income of $2.0 billion against a prior three-year average of $1.1 billion (top 39%); a net margin of 9.8% against 9.5% before (bottom 35%) (its annual reports).