earnings
confidence high
sentiment positive
materiality 0.80
MercadoLibre Q4 2022 revenue $3.0B (+56.5% FX-neutral); operating income $349M, margin 11.6%
MERCADOLIBRE INC
2022-FY EPS reported
$9.53
revenue$10,537,000,000
- Net revenues $3.0B, up 56.5% FX-neutral YoY; income from operations $349M (11.6% margin).
- Full-year 2022 net revenues >$10B, operating income >$1B, net income $482M (vs $83M in 2021).
- GMV $9.6B (+34.7% FX-neutral); TPV $36.0B (+80% FX-neutral); unique active fintech users ~44M (+27%).
- Mercado Credito portfolio $2.8B, IMAL spread 48%; early <90-day NPL improved to 10%.
- Cash flow from operations $2,940M; cash and equivalents $1,910M.