The article compares MercadoLibre (MELI), a Latin America marketplace with the Mercado Pago fintech arm, with Shopify (SHOP), a software platform for merchants worldwide. In FY 2025, MercadoLibre reported revenue of nearly $28.9 billion, up 39.1%, net income of about $2.0 billion and free cash flow of nearly $10.8 billion. Shopify reported revenue of nearly $11.6 billion, up about 30.1%, net income of roughly $1.2 billion and free cash flow of nearly $2.0 billion, though stock-based compensation equal to about 22.1% of its operating cash flow inflates that cash figure. The piece lists MercadoLibre's risks as Asian e-commerce competition, Latin American inflation and currency devaluation, and fintech regulation, and Shopify's as competition from Amazon and exposure to small merchants in downturns.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Related news
- Chewy vs . MercadoLibre : Which E - Commerce Stock Is a Better Buy in 2026 ?
Chewy is a U.S. online pet retailer with fiscal 2025 revenue of $12.6 billion, up 6.2%, and its Autoship program made up 84.6% of net sales in the quarter ended Aug. 2, 2026, when net sales rose 7.3% to $3.33 billion. The company raised its fiscal 2026 net sales outlook to $13.46 billion–$13.57 billion. MercadoLibre, which runs a marketplace and the Mercado Pago fintech platform across Latin America, reported 2025 revenue up 39.1% to $28.9 billion, but net income rose only 4.5% as its provision for doubtful accounts jumped 66% and operating margin slipped to 11.1%. In the quarter ended June 30, 2026, its net revenues rose 50% to $10.17 billion, while operating income fell 17% and net income fell 11%. The article notes the two companies' free cash flow figures are not directly comparable, and that MercadoLibre's debt-to-equity ratio was about 1.7x versus about 1.1x for Chewy.
- e.l.f. Beauty vs. Monster Beverage: Which Consumer Goods Stock Is a Better Buy in 2026?
The article compares e.l.f. Beauty (ELF) and Monster Beverage (MNST) as consumer staples picks for 2026. e.l.f. reported revenue of nearly $1.6 billion for the fiscal year ended March 31, 2026, up roughly 24.6%, but net income fell to about $26.3 million and net margin dropped to roughly 1.6%, while stock-based compensation equaled about 40.9% of operating cash flow. Monster Beverage posted 2025 revenue of nearly $8.3 billion, up roughly 10.7%, with net income of about $1.9 billion (roughly 23% margin), no debt relative to equity, and free cash flow of about $2.0 billion, though it relies heavily on Coca-Cola's distribution network. The piece flags competitive and brand risks for e.l.f. and pressure from PepsiCo and Celsius for Monster. The author prefers Monster for its global scale and its first quarterly revenue above $2.5 billion, reached in Q2 2026.
- Amazon.com vs. Alibaba: Which Consumer Stock Is a Better Buy in 2026?
The article compares Amazon.com (AMZN) and Alibaba Group (BABA), two e-commerce leaders in the US and China. For the fiscal year ended Dec. 31, 2025, Amazon reported revenue of nearly $716.9 billion, up 12.4%, net income of roughly $77.7 billion, and free cash flow of nearly $7.7 billion. For the fiscal year ended March 31, 2026, Alibaba reported revenue of roughly $153.2 billion, up about 2.7%, net income of nearly $15.5 billion, and negative free cash flow of roughly $7.6 billion. The article notes Amazon faces intense competition, antitrust scrutiny including a lawsuit set for trial in 2027, and reliance on China-based suppliers, while Alibaba faces a complex domestic regulatory environment and geopolitical tensions. It concludes that Alibaba appears significantly more affordable than Amazon on both forward earnings and trailing revenue multiples.
- Broadcom vs. SK Hynix: Which Technology Stock Is a Better Buy in 2026?
The article compares Broadcom, which designs custom chips, networking gear and infrastructure software and relies on large customers, with SK Hynix, a memory maker focused on high-bandwidth memory (HBM). In its FY 2025 report, Broadcom posted revenue of nearly $63.9 billion, up about 23.9%, net income of roughly $23.1 billion and free cash flow of nearly $26.9 billion, with its top five customers accounting for about 40% of net revenue. SK Hynix reported revenue of nearly $72.4 billion, up about 46.8%, net income of nearly $32.0 billion and free cash flow of roughly $18.5 billion. The article flags SK Hynix's exposure to volatile memory prices and industry cycles, and Broadcom's customer concentration, and it concludes investors are more likely to be better off choosing Broadcom. The text is cut off before the full SK Hynix analysis.
- State Street (STT) vs BNY (BNY) and Northern Trust (NTRS): Which Custodian Bank is a Better Buy?
State Street (NYSE: STT) closed at $174.96 on October 9 and has returned 25.5% over six months, ahead of BNY (11.9%) and Northern Trust (10.5%). The article stresses that custody banks earn very thin returns on assets, from 0.87% at State Street to 1.28% at Northern Trust, and that their profits depend on enormous balance sheets and clients who rarely switch custodians. Northern Trust stands out with a 42.50% operating margin, 36.40% revenue growth and 88.00% earnings growth in the latest quarter, though it spent more on investment than it generated in operating cash. On forward earnings, State Street trades at 11.30 times, below Northern Trust at 13.09 and BNY at 13.90, so the article calls State Street the cheapest and Northern Trust the one worth paying more for. The shared risk it identifies is falling interest rates, which would reduce income from interest and cash-balance fees.
- Nvidia (NVDA) vs. Broadcom (AVGO): Which AI Stock Is a Better Buy After the OpenAI Scare?
On October 8, the Financial Times reported OpenAI's annualized revenue of about $50 billion, roughly $20 billion below figures widely reported in September, and AI stocks sold off, with Nvidia down about 3%, erasing roughly $170 billion in value, and Broadcom down more than 4%. Bloomberg later reported OpenAI expects to reach or exceed $70 billion in annualized revenue by year-end, with the gap stemming from whether sales through cloud partners are counted. The article argues Nvidia's broad customer base and valuation, with a forward non-GAAP P/E of 25.50x about 40% below its 5-year average of 42.15x, suggest the selloff went too far. For Broadcom, its custom AI chip work for OpenAI under a 10-gigawatt deal drew attention to a Wall Street Journal report of talks to arrange more than $50 billion in financing, with about $30 billion of debt for the next phase, though those talks were described as early. The $70 billion figure is a projection, and the chip rollout runs through 2029.
Related markets
Latest news
- Why Meta's Q3 earnings could be a little hard to interpret
Meta is reporting its third-quarter earnings after the market closes Wednesday, and Yahoo Finance's Brian Sozzi says the report will be hard to interpret. Recent good news on Meta's AI products, including new models and an AI agent, may not appear directly in the results but will likely be discussed on the earnings call. The key uncertainty is how investors will react if Meta raises its capex outlook again: it could be seen as fueling those products, or as overspending on offerings not yet reflected in financials. Sozzi expects the market to give Meta the benefit of the doubt on higher capex, as long as the increase does not shock investors.
- Zerohash rolls out a new tool to move crypto without copying wallet addresses
Zerohash launched AUTH, a service that lets users move crypto, stablecoins and blockchain-based stock tokens between linked exchange accounts or self-custody wallets without copying wallet addresses or choosing a blockchain network. To transfer, users pick an account in an app that offers AUTH, sign in and approve the move, while the service handles routing and settlement and each app sets which assets and transfer types it allows. AUTH supports more than 600 connections, including Coinbase, Robinhood, Gemini, MetaMask and Phantom, with Coinbase, Robinhood and Gemini live and Kraken in beta. The launch comes as Zerohash's application for a national trust bank charter, returned by the Office of the Comptroller of the Currency in July, remains pending after a narrower refiling on Aug. 18.
- 2 charts show why Wall Street is right to worry about tech stocks
Rising cost of capital could affect the financial statements of hyperscalers such as Oracle (ORCL) and Google (GOOG, GOOGL) in 2027, as they need fresh debt to fund AI infrastructure and free cash flow may turn negative. JPMorgan strategist Mislav Matejka forecasts hyperscaler free cash flow will turn negative in 2027, implying credit markets will drive more of the AI build-out. Consensus estimates for 2027 capital expenditures are already rising from levels experts believe are too low. Morgan Stanley sees total 2027 capex among hyperscalers reaching $1.6 trillion, up from $978 billion estimated for this year. Dan Ives of Yorkville expects capex to reach the trillions and over 1,000 datacenters to be built in the next few years.
- Update on loan rate cuts as of the evening of Oct 19: MB, VietinBank, SHB, OCB join in
SHB, MB, VietinBank and OCB have announced loan rate cuts, following Agribank, Vietcombank, BIDV, ACB, LPBank and VietBank, with typical reductions of 1.5-2% per year. MB is cutting 1.5% per year for five priority sectors, to rates from 7.9% per year, and up to 2% in some cases; VietinBank is cutting up to 2% per year, while OCB offers up to 2.25% per year on some medium- and long-term loans for OCB Priority Banking members. SHB is cutting 1.5-2% per year for businesses and households and offers rates from 5.5% per year for lecturers and students at some universities. Vietcombank commits to cutting at least 2% through year-end, BIDV applies rates from 6% per year on short-term VND loans from 15/10/2026, and VietBank runs a VND 3,000 billion package. Specific benefits depend on borrower type, loan purpose, term and program conditions, following directives from the Government and the State Bank of Vietnam.
- Nvidia wins CPU business from Modal, previously exclusive to AMD and Intel
Modal, a San Francisco-based AI cloud startup that previously ran its AI agent workloads only on Intel and AMD processors, will begin using Nvidia's new Vera CPU. Early tests showed the Nvidia chip doubled work capacity for AI agents, and Modal plans to run it alongside Intel and AMD chips, assigning each task to the most efficient hardware, though integration requires substantial software changes. Modal recently raised $750 million in a round led by Accel at a $15.75 billion valuation and expects $1 billion in sales over the next year, with usage tripled and revenue up more than 15 times year-over-year. Nvidia projects at least $20 billion in Vera chip revenue this fiscal year in a market it estimates at about $200 billion, and says OpenAI, Anthropic, Oracle and Perplexity also plan to use the chips.
- America's EV Plans Have Died
Billions of dollars went into EV factories, dealerships and marketing after President Biden set a goal for 50% of new US car sales to be zero-emission by 2030, but EV sales have since fallen sharply. US EV sales dropped 30.7% in the first nine months of 2026, after the $7,500 tax credit expired on September 30 last year, and gas prices near $4.50 per gallon have done little to lift them. According to Kelley Blue Book, the average transaction price of a new EV was $54,754 in August, above the $50,089 average for all new cars. Ford's EV sales fell 80.2% to 6,047 in the third quarter, and it has no new EV planned until its Fathom launches next year, while Tesla holds over 50% of the market and no other major automaker has even 10%. The article says EVs could recover if gas prices reach $5 and stay there for months, but that is uncertain.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.