MELI

MercadoLibre, Inc.

Consumer Cyclical · $88.1B market cap

Share price

$1,696.56

close of Oct 3, 2026

Fair value

$1,308.91

Sticker Price

Payback Price

$523.56

buy price

Overpriced

MELI is Overpriced: at $1,696.56 it trades 30% above its fair value of $1,308.91. Its buy price (Payback Price) is $523.56, 69% below today's price. Business quality is strong: all 5 key numbers clear the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

5 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth77.3% a year✓

Equity per share growth26.8% a year✓

Sales growth43.2% a year✓

Free cash flow growth63.0% a year✓

Return on invested capital15.1%✓

Follow MELI

Get notified when it reaches its buy price of $523.56. Free.

Create a free account

Superinvestors

7 of the investors we track hold MELI. In Q2 2026, 3 added, 3 trimmed and 1 sold out. Who we track

Henry Ellenbogen

Durable Capital Partners · as of Q2 2026

$523.9M

308,663 shares

Chase Coleman

Tiger Global Management · as of Q2 2026

$259.9M

153,126 shares

Polen Capital Management

Polen Capital Management · as of Q2 2026

$44.0M

25,926 shares

Thomas Gayner

Markel Group · as of Q2 2026

$40.7M

24,000 shares

Wallace Weitz

Weitz Investment Management · as of Q2 2026

$15.6M

9,200 shares

Show all 7 holders

Dodge & Cox Funds

Dodge & Cox Funds · as of Q2 2026

$3.4M

1,987 shares

Bill Miller

Miller Value Partners · as of Q2 2026

$2.9M

1,712 shares

Moves in Q2 2026

Added: Wallace Weitz, Thomas Gayner, Chase Coleman

Trimmed: Polen Capital Management, Henry Ellenbogen, Bill Miller

Sold out: Lee Ainslie

Insider activity

Since Jun 11, 2026: 1 open-market purchase worth $200K. Why purchases matter

Purchases

Melamud Marcelo

SVP - Chief Accounting Officer · 2026-06-11

Bought

$200K

About MercadoLibre, Inc.

MercadoLibre, Inc. operates as a prominent provider of digital commerce platforms throughout Latin America. Its primary service, the Mercado Libre Marketplace, is an automated online system allowing businesses, independent vendors, and private individuals to list merchandise and finalize sales. Supporting this, the Mercado Pago FinTech platform offers a financial technology solution, facilitating transactions both…

Specialty Retail