MercadoLibre Inc. (MELI)
Official siteCONSUMER CYCLICAL • INTERNET RETAIL • NASDAQ
Market Cap: $99.68B
Last updated: Sep 01, 2026 at 10:00 AM ET
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Why We Bought 30% More MercardoLibre & Own The Future Update
Mercado Libre just reported 49% sales growth and a big investment push and the market punished it with a 12% selloff. ZEUS bought 30% more MELI. Operating cash flow per share growth of 101% confirms management's claims that they are choosing to keep margins low to become the dominant retailer/financial company in Latin America. 36% EPS growth consensus and 40% CAGR operating cash flow growth means that MELI is around 60% undervalued (65% based on PEGY). Fattest Pitch I know. 65% CAGR return potential through 2029 and 101% return potential justified by fundamentals by end of 2026. AI spending? The estimates for hyperscalers are up another $1.1 trillion this quarter, that's $2.6 trillion increase (5 year) over 3 quarters up to $5.7 trillion over next 5 years. Total growth spending is $8.5 trillion over the next 5 years which is equal to the growth spending of the US, EU and China...combined (on average) each year. By 5 hyperscalers. FCF/share growth is now expected to be 18% for the S&P and 20% for the Nasdaq, 3X and 2X historical norms. S&P is 20% undervalued on PEGY and Nasdaq 25%. The backlog for cloud computing at hyperscalers is $2.1 trillion and growing at 143% (up from 95% last quarter). Profits can grow to the sky as long as demand grows faster than supply😉
My Top 5 Blue Chip Picks For The Face Ripping Rally To Come
There is a 95% chance the market bottomed on March 23rd. Record highs are expected in the next 2 to 5 weeks. ZEUS achieved an 8% gain in the first quarter thanks to its focus on superior asset allocation...it was the 4th best performing hedge fund according to Bloomberg. Earnings growth is accelerating due to hyperscalers spending more on AI capex. FCF growth rates for the cloud giants are expected to be 65% CAGR over the next 5 years. FCF/share growth consensus is up to 17.5% in the next 12 months, 21% next year, and 18% CAGR over the next 3 years (vs 5.5% historical). The S&P is now 17% historically undervalued (similar to bear market lows) with 40% upside potential over the next 12 months. The median gain after a correction in a mid-term year. Market history agrees 100% with fundamentals, and those growth rates have further to grow (Goldman estimates AI might boost profit growth 15% above today's levels in the coming years). In 2026 my ZEUS family and GNG need $600K so it's a year of "Pure Buffett Fat Pitches". MSFT, NVDA, AMZN, MELI and WTRG offer an average 92.5% upside to fair value in the next 12 months. The entire portfolio, including 36% managed futures has 63% upside potential (50th percentile 31% base-case with 5% probability of the full 63% gain). The math is clear, the next year is likely to be spectacular.
What Happens After The Correction Ends? Ultra ZEUS Plan C (My Family's Portfolio For The Next Year)
The fundamentals and history as well as positive headlines surrounding the war now make the correction likely over. The bottom was likely reached on Monday, March 30th (-8.9%). Now begins the V-shaped recovery. The market bottom corresponded with a 17% undervaluation in the S&P where 12 month free cash flow growth consensus is up to 16% (18% CAGR through 2028). That means a 34% upside to fair value at market lows and 30% in the next 12 months from current levels. Since 1929 every correction outside of a recession has been a V-shaped recovery. This downturn lasted 4 weeks which corresponds to a 5 to 7 week recovery to new record highs. Moody's estimates that if the war ends it will take 6 to 8 weeks for oil prices to return to pre-war $70 levels. That's a 35% decline in crude representing a 0.6% tailwind to GDP. Most investors using hovercraft portfolios (with diverse baskets of bonds, commodities and shorts) can ride out the coming pain, THOUGH the run up in crude could cause significant pain for CTA. Due to the unique needs of our company and my ZEUS family this year, Ultra ZEUS (which was up 7% in the correction) is rebalancing to Plan C which is a 63% equity and 37% hedges allocation. When TAIL hits $11.36 it triggers the rebalancing and then we sell all shorts as well as MRK and EPD (replaced with WTRG with 54% upside potential over 12 months) and AMZN and MSFT. 31% 12-month base-case return.
Ultra ZEUS: The Ultimate "Magic Money Machine" (22% Target Return with Ultra Low Volatility) For My Family's Needs For 2026
GNG Research is built around a dream to democratize financial information and to create investing tools and automated systems that allow ANYONE to achieve their financial dreams. The Medallion Fund from Renaissance Tech shows the power of a well-designed algo fund, and Connor and Glenn are hard at work building tools that will allow for superhuman portfolio optimization (like 1.7% peak declines) To support our incredible development team (Sleep is still a thing! 😉😂), we plan to expand to 9 or 10 people in 2026, at a cost of around $600K. To fund the conservative $600K it will cost to build out GNG's team and tools, we'll have to rely on the ZEUS LEGACY Family Charity Hedge Fund, which protects 17 people (and GNG). Our 1 million Monte Carlo simulations at the end of 2025 indicate that the S&P is most likely to experience 16% gains in 2026 (similar to 2025), but with 20% annual volatility (2 corrections most likely). In order to generate a conservative $500K in annual profits, we need an 8.65% gain in the ZEUS portfolio BUT historically we achieve 50% of fundamentally justified returns (so we need to shoot for 20%, $1 million). Ultra ZEUS 2026 is the strangest-looking portfolio I've ever built, but after 30 hours of R&D and five layers of double-checking the math, it's 99.9% optimal for my family's (and GNG's) needs for 2026. This 2.7% yielding portfolio has 20% growth, a forward PE of 16 (PEG of 1.1), and has profitability (quality) that's 30% to 70% better than the market. It captures 71% of the market's upside and -4% of the downside.
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Frequently Asked Questions About MELI
- Does MELI pay dividends?
- MercadoLibre Inc. (MELI) has a dividend payment track record. See the MELI dividend history page for its current payment status, yield, and streaks.
- What is MELI's P/E ratio?
- MercadoLibre Inc. has a price-to-earnings (P/E) ratio of 52.66.
- What is MELI's market cap?
- MercadoLibre Inc. (MELI) has a market capitalization of $99.68B with a current stock price of $1936.20.
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