Do You Believe in the Growth Prospects of MercadoLibre (MELI)?

6 days ago 6

Soumya Eswaran

Mon, November 24, 2025 astatine 7:23 AM CST 3 min read

Loomis Sayles, an concern absorption company, released its “Global Growth Fund” capitalist missive for the 3rd 4th of 2025. A transcript of the missive tin beryllium downloaded here. In the 3rd quarter, the money returned 7.59% compared to 7.62% for the MSCI ACWI Index Net. The steadfast seeks to put successful high-quality businesses that person sustainable competitory advantages and acquisition profitable growth, particularly erstwhile these companies are trading astatine a important discount to their intrinsic value. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Loomis Sayles Global Growth Fund highlighted stocks specified arsenic MercadoLibre, Inc. (NASDAQ:MELI). MercadoLibre, Inc. (NASDAQ:MELI) is an online commerce level that operates Mercado Libre Marketplace and Mercado Pago FinTech platforms. The one-month instrumentality of MercadoLibre, Inc. (NASDAQ:MELI) was -14.48%, and its shares mislaid 7.06% of their worth implicit the past 52 weeks. On November 21, 2025, MercadoLibre, Inc. (NASDAQ:MELI) banal closed astatine $1,951.78 per share, with a marketplace capitalization of $98.95 billion.

Loomis Sayles Global Growth Fund stated the pursuing regarding MercadoLibre, Inc. (NASDAQ:MELI) successful its 3rd 4th 2025 capitalist letter:

"MercadoLibre, Inc. (NASDAQ:MELI) is the largest online commerce level successful Latin America. The institution offers its users an ecosystem of six integrated e-commerce services that see its marketplace, outgo and fintech solutions, shipping and logistics, advertising, classified listings, and merchant web services. In its astir caller fiscal year, commerce and related services accounted for astir 59% of nett revenue, portion payments and fintech solutions accounted for astir 41%. The institution operates successful 18 countries representing the immense bulk of Latin American GDP, and its 218 cardinal progressive users, past disclosed successful 2023, represented implicit 45% of the region’s estimated 480 cardinal full net users. We judge MercadoLibre benefits from beardown and sustainable competitory advantages that see its web and ecosystem, brand, and knowing of section markets that collectively lend to its enactment presumption successful each marketplace it serves. With continued maturation successful net access, expanding availability of credit, and the company’s continuing investments to amended the easiness and convenience of transacting online, we judge MercadoLibre remains good positioned for sustained maturation implicit the adjacent decade, driven by the secular maturation of e-commerce crossed Latin America.