What is the 13F Pro Quality Score for MELI?

13F Pro ranks MERCADOLIBRE INC (MELI) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View MELI's current score at https://13fpro.ai/company/MELI (free sign-up required for the full ranking).

Which hedge funds own the most MELI stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of MELI include Capital Research Global Investors, BAILLIE GIFFORD & CO, Capital International Investors. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/MELI as soon as new 13F filings post.

Where does 13F Pro source MELI data?

All MERCADOLIBRE INC fundamentals and ownership data come directly from SEC EDGAR. MERCADOLIBRE INC files with the SEC under CIK 1099590. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is MELI in?

MERCADOLIBRE INC (MELI) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

What drives MELI's revenue?

Per MERCADOLIBRE INC's latest 10-Q filed with the SEC on 2026-08-06, the biggest revenue drivers are: Brazil ($5,530M, +59.2% YoY); Mexico ($2,337M, +55.3% YoY); Argentina ($1,839M, +20.4% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/MELI.

What are MELI's largest expenses?

MERCADOLIBRE INC's latest 10-Q reports these as the largest expense items: Cost of net revenues and financial expenses ($6,010M, +62.6% YoY); Provision for doubtful accounts ($1,276M, +84.9% YoY); Sales and marketing ($1,131M, +50.6% YoY). Sourced directly from SEC EDGAR filing text for Q2 2026 (quarter ended June 30, 2026).

How often is MELI research updated on 13F Pro?

MELI's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

MERCADOLIBRE INC(MELI)Stock Analysis

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13F Pro Quality Score

80.2/100

Rank #25 of 2,961 stocksTOP 1%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

91.8/100

Profitability

40.2/100

Balance Sheet

67.1/100

Earnings Quality

94.2/100

Free Cash Flow

88.1/100

Institutional Flow

80.4/100

Revenue Scale

95.6/100

Dilution Risk

94.7/100

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Why MELI Scores 80/100

exact factor attribution · 2026-09-11

MELI's composite is driven by revenue growth and scale, held back by profitability. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+8.4 pts

92th pct

Scale

+6.8 pts

96th pct

Free cash flow

+5.7 pts

88th pct

Earnings quality

+4.4 pts

94th pct

Shareholder dilution

+2.2 pts

95th pct

Capital efficiency

+1.7 pts

67th pct

Institutional flow

+1.5 pts

80th pct

Earnings growth

+0.9 pts

68th pct

Profitability

-1.5 pts

40th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

MELI Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for MERCADOLIBRE INC (MELI), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores MELI at 80.2/100 on a 32-signal composite quality model, placing it at rank #25 of 2,961 stocks — the top 1% of the AI-ranked universe. MELI scores in the top quartile across revenue scale (95.6), earnings quality (94.2), revenue growth (91.8). Based on the latest XBRL financial filings (Q2 2026), MERCADOLIBRE INC reports quarterly revenue of $10.2B, net income of $466.0M, an operating margin of 6.7%. Top institutional holders of MELI by reported 13-F value include Capital Research Global Investors, BAILLIE GIFFORD, Capital International Investors, based on the most recent SEC filings. MELI trades on the Nasdaq exchange and files with the SEC under CIK 1099590. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MELI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for MERCADOLIBRE INC directly from SEC EDGAR. MERCADOLIBRE INC's 13F Pro composite quality score has ranged between 54 and 80 since 2021, currently 80.2 — an improving long-term trajectory across 67 quarterly and live scoring snapshots.

✦

Fun facts about MERCADOLIBRE INC

Quirks, history, and lore behind MELI — the kind of stuff that makes a stock memorable.

1
The Basics
A Latin American company · large-cap · listed on Nasdaq · headquartered in Uruguay with operations spread across roughly 18 countries.
2
The Numbers
Annual revenue exceeds $14 billion, with its fintech payments volume now rivaling its e-commerce gross merchandise volume — two giant businesses growing in parallel.
3
The History
Founded in 1999 out of a Stanford business school project, it launched in Argentina and bet early that a continent largely unbanked and offline would one day shop and pay digitally.
4
The Secret
Its built-in digital wallet and lending arm is arguably more valuable than the marketplace itself — millions of users get their first-ever bank account through this company's app.
5
The Lore
Early backer eBay once owned a significant stake, but eventually sold it — watching this company outgrow its old mentor to become the dominant force in Latin American e-commerce.
6
The Giveaway
If Amazon and PayPal had a baby and raised it speaking Spanish and Portuguese, you'd get this company — ticker MELI, the undisputed marketplace king from Mexico City to Buenos Aires.

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What's Driving MELI's Business? Latest 10-Q Breakdown

✓ 53/53 datapoints verified

AI-extracted from MERCADOLIBRE INC's 10-Q filed 2026-08-06 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Q2 net revenues and financial income rose 49.8% YoY to $10.2B, but a $1.3B provision for doubtful accounts and lower shipping thresholds cut operating margin from 12.2% to 6.7%.

Biggest Revenue Drivers

Brazil$5,530M+59.2% YoY

Commerce services and product sales plus credit revenue growth; boosted by 10.9% average decrease of Brazil's exchange rate

Mexico$2,337M+55.3% YoY

Fintech up 72.9% on credit revenues and financial services; Commerce up 46.1%

Biggest Revenue Drivers

Total revenue: $10.2B+49.8% YoY

Brazil$5,530M+59.2% YoY

Commerce services and product sales plus credit revenue growth; boosted by 10.9% average decrease of Brazil's exchange rate

Within Brazil

Fintech$2,200M+63.0% YoY

Driven by a $599M increase in Credit revenues and $250M in Financial services and income

Mexico$2,337M+55.3% YoY

Fintech up 72.9% on credit revenues and financial services; Commerce up 46.1%

Argentina$1,839M+20.4% YoY

Growth offset by 22.5% average increase of Argentina's exchange rate against the U.S. dollar

Other countries$463M+62.5% YoY

Commerce +59.1% and Fintech +71.2%

Largest Expense Items

Cost of net revenues and financial expenses$6,010M+62.6% YoY

$1,038M higher shipping operating and carrier costs, $567M higher cost of goods sold in Brazil and Mexico, $226M higher collection fees

Provision for doubtful accounts$1,276M+84.9% YoY

Originations grew 83%, mostly related to credit cards and consumer loans

Sales and marketing$1,131M+50.6% YoY

$232M more online/offline marketing in Brazil and Mexico, $80M higher buyer protection program expenses, 40% headcount increase

Product and technology development$729M+28.6% YoY

$80M increase in technology maintenance and AI expenses and $44M in salaries and wages

Margins: Gross margin fell to 45.6% from 46.1% on a reduced free shipping threshold in Brazil plus higher shipping and cost of goods, partly offset by lower sales taxes. Operating margin dropped to 6.7% from 12.2%.

Watch Items from the Filing

Provision for doubtful accounts reached 12.5% of revenue vs 10.2% a year ago; loan allowances rose to $4,379M and past-due loans to $4,638M of a $16,375M portfolio.
Off-balance-sheet unused credit card loan commitments grew to $14,047M from $9,001M at year-end 2025.
Brazilian withholding tax provision of $632M recorded, net of $593M judicial deposits; management deems loss probable at the 10% treaty rate.
Reasonably possible legal actions total up to $622M with no amounts accrued; buyer protection program maximum exposure is $9,292M against a $22M provision.
Argentina, 18.1% of revenue, faces 33.0% average inter-annual inflation and exchange controls; segment direct contribution fell 5.7% YoY.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$10.2B

Net Income

Q2 2026

$466.0M

Free Cash Flow

Q2 2026

$3.2B

Operating Margin

Q2 2026

6.7%

ROIC

Q2 2026

10.9%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+39.1% YoY

$28.89BFY 2025

FY22 $10.78BFY23 $15.11BFY24 $20.78BFY25 $28.89B

Net Income

+4.5% YoY

$2.00BFY 2025

FY22 $482.0MFY23 $987.0MFY24 $1.91BFY25 $2.00B

Operating Income

+21.7% YoY

$3.20BFY 2025

FY22 $1.07BFY23 $2.21BFY24 $2.63BFY25 $3.20B

EPS (Diluted)

+4.5% YoY

$39.40FY 2025

FY22 $9.53FY23 $19.46FY24 $37.69FY25 $39.40

Total Assets

+69.3% YoY

$42.67BFY 2025

FY22 $13.74BFY23 $17.65BFY24 $25.20BFY25 $42.67B

Total Debt

+61.7% YoY

$13.82BFY 2025

FY22 $6.89BFY23 $6.79BFY24 $8.54BFY25 $13.82B

Op. Cash Flow

+53.0% YoY

$12.12BFY 2025

FY22 $2.94BFY23 $5.14BFY24 $7.92BFY25 $12.12B

Free Cash Flow

+52.6% YoY

$10.77BFY 2025

FY22 $2.48BFY23 $4.63BFY24 $7.06BFY25 $10.77B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$28.89B +39.1%	$20.78B +37.5%	$15.11B +40.1%	$10.78B +52.5%	$7.07B +77.9%	$3.97B
Net Income	$2.00B +4.5%	$1.91B +93.6%	$987.0M +104.8%	$482.0M +480.7%	$83.0M +8400.0%	$-1.0M
Operating Income	$3.20B +21.7%	$2.63B +19.2%	$2.21B +106.5%	$1.07B +142.4%	$441.0M +244.5%	$128.0M
EPS (Diluted)	$39.40 +4.5%	$37.69 +93.7%	$19.46 +104.2%	$9.53 +470.7%	$1.67 +2187.5%	$-0.08
Total Assets	$42.67B +69.3%	$25.20B +42.8%	$17.65B +28.5%	$13.74B +36.0%	$10.10B +54.8%	$6.53B
Total Debt	$13.82B +61.7%	$8.54B +25.9%	$6.79B -1.5%	$6.89B +43.4%	$4.80B +240.8%	$1.41B
Operating Cash Flow	$12.12B +53.0%	$7.92B +54.0%	$5.14B +74.8%	$2.94B +204.7%	$965.0M -18.4%	$1.18B
Free Cash Flow	$10.77B +52.6%	$7.06B +52.4%	$4.63B +86.4%	$2.48B +533.9%	$392.0M -58.1%	$935.0M

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13F Pro tracks comprehensive data for MERCADOLIBRE INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of MELI

Capital Research Global Investors
$5.3B3,138,040 sh
BAILLIE GIFFORD & CO
$5.2B3,040,410 sh
Capital International Investors
$3.2B1,873,498 sh
Capital World Investors
$3.0B1,773,692 sh
MORGAN STANLEY
$2.5B1,496,328 sh
Invesco Ltd.
$2.5B1,469,899 sh
EAGLE CAPITAL MANAGEMENT LLC
$2.4B1,406,953 sh
BlackRock, Inc.
$2.2B1,323,217 sh
PRICE T ROWE ASSOCIATES INC /MD/
$1.9B1,146,367 sh
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$1.5B863,100 sh

Fund	Value	Shares
Capital Research Global Investors	$5.3B	3,138,040
BAILLIE GIFFORD & CO	$5.2B	3,040,410
Capital International Investors	$3.2B	1,873,498
Capital World Investors	$3.0B	1,773,692
MORGAN STANLEY	$2.5B	1,496,328
Invesco Ltd.	$2.5B	1,469,899
EAGLE CAPITAL MANAGEMENT LLC	$2.4B	1,406,953
BlackRock, Inc.	$2.2B	1,323,217
PRICE T ROWE ASSOCIATES INC /MD/	$1.9B	1,146,367
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.5B	863,100

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Is MELI a good stock to buy?

13F Pro's AI-powered analysis of MERCADOLIBRE INC (MELI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for MELI are available on the MELI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. MELI is classified as a large company.

Which hedge funds own MELI?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling MELI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of MERCADOLIBRE INC's investment landscape.