earnings
confidence high
sentiment positive
materiality 0.85
MercadoLibre Q4 revenue $4.26B (+42% YoY); adjusted operating margin expands to 13.4%
MERCADOLIBRE INC
2023-FY EPS reported
$19.46
revenue$14,473,000,000
- Revenue $4.26B (+42% YoY); Brazil +46%, Mexico +51%, Argentina +29% in USD terms.
- GAAP operating income $240M; adjusted $572M (+78% YoY) excluding $351M one-off tax charges.
- GMV $13.45B (+40% YoY); items sold +29% YoY with Brazil (+31%) and Mexico (+32%) leading.
- TPV $56.5B (+57% YoY); fintech credit portfolio $3.8B (+33% YoY), NIMAL 39.8%.
- Full-year net income reached record ~$1B reported; $1.2B adjusted. Capex $509M.