MercadoLibre: Strong Q4 Validates The Bullish Thesis

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Feb. 23, 2025 10:38 PM ETMercadoLibre, Inc. (MELI) StockNU, AMZN, AMZN:CA, MELIKenio Fontes595 Followers(14min)MercadoLibre's Q4 results show strong growth in both e-commerce and fintech, with Mercado Pago proving competitive against LatAm banks.Despite valuation concerns, MELI's execution and growth potential justify holding the stock, with significant room for expansion.The company's robust performance includes a 129% YoY increase in assets under management and a 27% YoY growth in items sold.MELI's premium valuation is reasonable, given its consistent positive surprises, strong market position, and potential for high returns in aggressive growth scenarios.Felipe Gustavo S BorgesMercadoLibre (NASDAQ:MELI) just reported strong Q4 results that strengthen the conviction in the company's future. The company has made very important operational advances, touching on both its e-commerce and fintech businesses, which have now proved that they canThis article was written byKenio Fontes595 FollowersEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMZN, INTR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For You