MercadoLibre (MELI) trades at a forward 12-month P/S of 1.83, slightly above the industry average of 1.81 but below its one-year median of 2.14, with Amazon at 2.97 and Sea Limited at 1.58. Second-quarter 2026 net revenues and financial income rose 50% year over year to $10.2 billion, driven by Commerce, Mercado Pago and advertising, but operating margin fell 550 basis points to 6.7% as spending on free shipping, logistics and customer acquisition weighed. The stock fell 8.3% over the past year, lagging the Zacks Retail – Wholesale sector's 0.4% gain and the S&P 500's 16.8% rise, and trailing Amazon's 19.4% gain while beating Sea Limited's 39.1% decline. The current fiscal-year EPS consensus was cut from $38.29 to $38.13 over seven days (down 3.2% year over year), while the next fiscal-year consensus rose from $55.03 to $55.23.
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