Company Dossier · Consumer Discretionary
MercadoLibre
- Nasdaq-100
What MercadoLibre is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $24.5 billion, up 43% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $12.4 billion, up 68% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $1.50 billion, up 38% from a year earlier.SEC EDGAR filings (XBRL)
- Long-term debt issued in the fiscal year to December 31, 2018: $0.24 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 5, 2026): sentiment 0.70 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Latest annual report (filed February 25, 2026): 1 risk factor added, 3 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net buyers in Q2 2026: $1.2 million on the open market.SEC Form 4
- 1,450 institutional managers reported a position at June 30, 2026 (−8 on the quarter before).SEC Form 13F
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →MercadoLibre's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Bonds priced, last 12 months
$1.8B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Sep 9, 2026 | $1B | 5.850% | 2036 (10y) | +130bp | 6.139% |
| Dec 4, 2025 | $750M | 4.900% | 2033 (7y) | +130bp | 5.176% |
From the pricing term sheets MercadoLibre filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
In the news
Headlines that name MercadoLibre, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralShopify (SHOP) vs. MercadoLibre (MELI): Which E-Commerce Stock Deserves the Premium?
insidermonkey.com · via Marketaux · Oct 7, 2026
- PositiveMercadoLibre (MELI) Surges 9.6% Amid Nasdaq Rally and Strong Market Sentiment
gurufocus.com · via Marketaux · Oct 5, 2026
- NeutralMercadoLibre (MELI) Shares Surge 6.8% Amid Mixed Market; GF Value™ Signals Significant Undervaluation
gurufocus.com · via Marketaux · Oct 5, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Sep 10, 20268-KMaterial agreement signedItem 1.01
- Jul 10, 2026Trademark
- Jun 12, 20268-KShareholder vote resultsItem 5.07
- Apr 3, 20268-KDirector or officer changeItem 5.02
- Feb 25, 202610-KAnnual report (10-K)1 risk factors added, 3 removed
- Dec 5, 20258-KMaterial agreement signedItem 1.01
- Sep 16, 20258-KMaterial agreement signedItem 1.01
- Jun 18, 20258-KShareholder vote resultsItem 5.07
- May 21, 20258-KDirector or officer changeItem 5.02
- Apr 18, 20258-KDirector or officer changeItem 5.02
- Feb 21, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Feb 23, 202410-KAnnual report (10-K)0 risk factors added, 2 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| eBay Inc. EBAY | $12.0B | $2.4B | Jun 30, 2026 |
| Dillard's DDS | $6.5B | $0.6B | Aug 1, 2026 |
| Ross Stores ROST | $24.5B | $2.8B | Aug 1, 2026 |
| Carvana CVNA | $25.1B | $0.9B | Jun 30, 2026 |
| Lear Corporation LEA | $23.7B | $0.8B | Jul 4, 2026 |
| Genuine Parts Company GPC | $25.3B | $0.8B | Sep 30, 2026 |
| Marriott International MAR | $26.9B | $1.9B | Jun 30, 2026 |
| Macy's, Inc. M | $21.9B | $1.4B | Aug 1, 2026 |