NASDAQ$MELI

MercadoLibre Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

MercadoLibre delivered a strong financial and operational performance, driven by growth in GMV, Acquiring TPV, and the Credits portfolio.

MercadoLibre reported a strong Q2 2024, with revenue growth of 42% YoY and net income rising 103% YoY to $531 million. The net income margin reached 10.5%, the highest level since Q1 2017. Growth was driven by strong performance in GMV, Acquiring TPV, and the Credits portfolio.

  • GMV, Acquiring TPV and the Credits portfolio growth accelerated in all three major geographies on a YoY FX-neutral basis.
  • Unique buyer growth also accelerated and Fintech MAU surpassed 50mn for the first time.
  • Q2'24 revenue growth of 42% YoY, with net income rising 103% YoY to $531mn.
  • Net income margin reached 10.5% in Q2'24, up 3ppts YoY and at the highest level since Q1'17.

Headline financials

Total Revenue

$5.07B

Previous: $3.42B+48.6%
EPS

$10.48

Previous: $5.16+103.1%
Gross Merchandise Volume

$12.6B

Previous: $10.5B+20.4%
Total Payment Volume

$46.3B

Previous: $42.1B+10.0%
Items Sold

421.0M

No prior period
Payment Transactions

2.7B

Previous: 2.1B+25.5%
Unique Active Buyers

51.0M

No prior period
Capital Expenditures

-$329M

Previous: -$203M-62.1%
Free Cash Flow

$202M

Previous: $59M+242.4%
Net Income

$531M

Previous: $262M+102.7%
Operating Income

$726M

Previous: $558M+30.1%
Gross Profit

$2.37B

Previous: $1.72B+37.5%
Cash & Equivalents

$2.82B

Previous: $1.86B+51.5%
Total Assets

$20B

Previous: $15.2B+31.4%
R&D Expense

$460M

No prior period

Revenue & EPS history

MercadoLibre · Revenue · Quarterly

$5.07B

Q2 2024+48.6%vs Q2 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

MercadoLibre is focused on democratizing commerce and financial services in Latin America. The company believes it has more opportunities than ever before and is excited to pursue them with a culture of entrepreneurship, excellence and innovation.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+4.2%

Avg return

Earnings day

+4.3%

Avg return

5 days after

+4.0%

Avg return

30 days after

63%

44 / 70 earnings

Positive

+26.2%

Q2 2012

Best reaction

-15.1%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-12.7%-16.5%-14.0%
Q4 2025-4.6%-7.6%-16.8%
Q3 2025+4.5%+0.4%-9.8%
Q2 2025-3.8%-4.8%+0.4%
Q1 2025+6.4%+11.2%+9.7%
Q4 2024+7.1%+4.1%-0.7%
Q3 2024-15.1%-6.2%-6.8%
Q2 2024+6.4%+8.5%+23.5%
Q1 2024+11.9%+15.9%+18.5%
Q4 2023-6.2%-7.5%-9.5%
Q3 2023+6.3%+10.8%+33.1%
Q2 2023+9.3%+12.3%+17.5%
Q1 2023-3.4%+2.3%+1.2%
Q4 2022+3.5%+9.1%+6.2%
Q3 2022+10.3%+10.1%+11.0%
Q2 2022+23.5%+22.3%+2.2%
Q1 2022-9.3%-24.3%-22.9%
Q4 2021-1.8%+18.6%+31.9%
Q3 2021+6.4%+11.6%-31.3%
Q2 2021+13.4%+11.4%+23.5%
Q1 2021-5.3%-9.3%-13.2%
Q4 2020+0.3%-10.2%-10.1%
Q3 2020+16.5%+7.8%+26.2%
Q2 2020-7.9%-3.1%-11.4%
Q1 2020+22.3%+29.2%+38.3%
Q4 2019+0.9%+13.8%-14.8%
Q3 2019-11.1%-12.0%+5.4%
Q2 2019+14.5%+3.8%-0.5%
Q1 2019+19.4%+11.3%+17.7%
Q4 2018+19.1%+20.4%+32.5%
Q3 2018+9.2%+3.6%+8.5%
Q2 2018+10.6%+3.3%-6.0%
Q1 2018-5.0%-10.5%-13.4%
Q4 2017+3.7%+0.6%-7.7%
Q3 2017+11.9%+11.1%+14.2%
Q2 2017-9.1%-12.1%-12.1%
Q1 2017+17.1%+19.9%+19.3%
Q4 2016+3.7%+5.2%+5.2%
Q3 2016+0.2%+4.8%-8.4%
Q2 2016+14.3%+12.5%+23.1%
Q1 2016+3.0%
Q4 2015-5.4%
Q3 2015+11.7%
Q2 2015-6.3%
Q1 2015-2.7%
Q4 2014-1.1%
Q3 2014+19.7%
Q2 2014+13.9%
Q1 2014+0.5%
Q4 2013+10.9%
Q3 2013-11.3%
Q2 2013+9.3%
Q1 2013+17.8%
Q4 2012-1.3%
Q3 2012+2.9%
Q2 2012+26.2%
Q1 2012-0.3%
Q4 2011-5.3%
Q1 2009-5.3%
Q3 2011+5.6%
Q2 2011+7.2%
Q1 2010-0.2%
Q1 2011-0.2%
Q4 2008-2.0%
Q4 2010-2.0%
Q3 2010+5.6%
Q3 2009+5.6%
Q2 2009+6.0%
Q4 2009+6.0%
Q2 2010+6.0%

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