NASDAQ$MELI

MercadoLibre Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

MercadoLibre reported strong revenue and earnings growth in Q4 2024, driven by increased marketplace activity and fintech expansion.

MercadoLibre posted record revenue and income for Q4 2024, supported by a growing user base and robust engagement across e-commerce and fintech services. Net revenue grew 37% year-over-year to $6.1 billion, while net income increased 67% to $639 million. Gross merchandise volume and total payment volume also saw solid growth. The company continues to invest in expanding logistics, fintech offerings, and brand partnerships to drive long-term growth.

  • Net revenue & financial income reached $6.1 billion, up 37% YoY.
  • Net income rose 67% YoY to $639 million, with a 10.5% margin.
  • Total payment volume grew 33% YoY to $58.9 billion.
  • Gross merchandise volume reached $14.5 billion, up 8% YoY.

Headline financials

Total Revenue

$6.1B

Previous: $4.26B+43.2%
EPS (adj)

$12.61

Previous: $3.25+288.0%
Gross Merchandise Volume

$14.5B

Previous: $13.5B+8.2%
Total Payment Volume

$58.9B

Previous: $56.5B+4.2%
Items Sold

525.0M

Previous: 413.0M+27.1%
Payment Transactions

3.3B

Previous: 3.0B+12.5%
Unique Active Buyers

67.0M

Previous: 145.0M-53.8%
Net Income

$639M

Previous: $165M+287.3%
Operating Income

$820M

Previous: $240M+241.7%
Gross Profit

$2.75B

Previous: $1.96B+40.6%

Revenue & EPS history

MercadoLibre · Revenue · Quarterly

$6.1B

Q4 2024+43.2%vs Q4 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

MercadoLibre expects continued growth in both marketplace and fintech services, with investments in logistics, brand partnerships, and financial offerings. The company remains focused on increasing engagement, improving operational efficiency, and maintaining profitability.

Tailwinds

  • Continued growth in unique buyers and fintech MAUs.
  • Expansion of logistics network to enhance delivery speed.
  • Increased brand partnerships boosting marketplace offerings.
  • Strong fintech adoption driving higher payment volumes.
  • Robust balance sheet with investment-grade credit rating.

Headwinds

  • Rising provisions for doubtful accounts due to credit expansion.
  • Potential macroeconomic headwinds in Latin American markets.
  • Increased competition in the e-commerce and fintech space.
  • Regulatory risks affecting financial services operations.
  • Currency fluctuations impacting FX-neutral revenue growth.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+4.2%

Avg return

Earnings day

+4.3%

Avg return

5 days after

+4.5%

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%
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%
Q1 2009-5.3%
Q4 2011-5.3%
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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