Mercado Libre vs Sea
This page compares Mercado Libre and Sea Limited, exploring their business models, financial performance, and market context as publicly traded peers. It presents neutral, accessible information to help readers understand how each company positions itself in its sector, without recommendations or predictions. Educational content, not financial advice.
This page compares Mercado Libre and Sea Limited, exploring their business models, financial performance, and market context as publicly traded peers. It presents neutral, accessible information to he...
Why It's Moving
JPMorgan's Upgrade to Overweight Fuels Optimism for MercadoLibre's Growth Trajectory
- JPMorgan shifted MELI from Neutral to Overweight, reflecting belief in accelerating revenue from e-commerce and fintech services in key markets like Brazil.
- New long-term partnership with Brazilian retailer Casas Bahia set to launch in November, enhancing product assortment and boosting gross merchandise volume in MercadoLibre's largest market.
- Benchmark reiterated its Buy rating, aligning with broader analyst conviction despite some mixed near-term views ahead of upcoming earnings.
SE's Accelerating Revenue Fuels Bullish Momentum Amid Improving Investor Sentiment
- Revenue growth accelerated in the two most recent quarters, underscoring robust demand across Shopee, gaming, and financial services.
- Profits are surging, positioning SE as a standout performer outpacing the S&P 500.
- Short interest plunged 9.60% versus the prior month, reflecting significantly brighter investor sentiment.
JPMorgan's Upgrade to Overweight Fuels Optimism for MercadoLibre's Growth Trajectory
- JPMorgan shifted MELI from Neutral to Overweight, reflecting belief in accelerating revenue from e-commerce and fintech services in key markets like Brazil.
- New long-term partnership with Brazilian retailer Casas Bahia set to launch in November, enhancing product assortment and boosting gross merchandise volume in MercadoLibre's largest market.
- Benchmark reiterated its Buy rating, aligning with broader analyst conviction despite some mixed near-term views ahead of upcoming earnings.
SE's Accelerating Revenue Fuels Bullish Momentum Amid Improving Investor Sentiment
- Revenue growth accelerated in the two most recent quarters, underscoring robust demand across Shopee, gaming, and financial services.
- Profits are surging, positioning SE as a standout performer outpacing the S&P 500.
- Short interest plunged 9.60% versus the prior month, reflecting significantly brighter investor sentiment.
Investment Analysis
Mercado Libre
MELI
Pros
- MercadoLibre is the dominant e-commerce and fintech platform in Latin America, benefiting from strong regional growth and market leadership.
- The company has demonstrated robust revenue growth and high returns on equity, supported by expanding financial services and marketplace adoption.
- MercadoLibre maintains solid short-term liquidity with a current ratio above 1.2, indicating ability to meet near-term obligations.
Considerations
- The stock trades at a high price-to-earnings ratio, suggesting potential overvaluation relative to earnings and increased sensitivity to market sentiment.
- Net profit margins remain relatively low, as significant expenses related to expansion and competition constrain profitability.
- MercadoLibre's stock exhibits above-average volatility, with a beta above 1.4, increasing risk for investors during market downturns.
Sea
SE
Pros
- Sea Limited leads in Southeast Asia's digital entertainment, e-commerce, and fintech sectors, leveraging a diversified business model for growth.
- The company has shown strong revenue expansion, driven by robust user growth and increasing monetisation across its platforms.
- Sea maintains a solid balance sheet with healthy cash reserves, supporting investment in new initiatives and market expansion.
Considerations
- Profitability remains inconsistent, with periods of losses in core segments due to heavy investment and competitive pressures.
- The stock is sensitive to regulatory changes in key markets, which could impact operations and growth prospects.
- Sea's valuation is elevated relative to earnings, reflecting high growth expectations that may be difficult to sustain.
Related Market Insights
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July 26, 2025
Related Market Insights
The Convenience Revolution: How These Companies Made Life Effortlessly Simple
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July 26, 2025
Mercado Libre (MELI) Next Earnings Date
MercadoLibre (MELI) is scheduled to report its next earnings on February 24, 2026, which will cover the Q4 2025 results. This earnings announcement will include a conference call where management will discuss financial performance and provide forward guidance. The report comes approximately eight days from the current date and represents the company's final quarterly earnings for the 2025 fiscal year.
Sea (SE) Next Earnings Date
Sea Limited (NYSE: SE) has not confirmed its next earnings date, but estimates point to March 3, 2026, based on historical patterns following prior Q4 releases. This report will cover the Q4 2025 quarter, ending December 2025. Investors should monitor official announcements for any updates, as dates can shift slightly.
Mercado Libre (MELI) Next Earnings Date
MercadoLibre (MELI) is scheduled to report its next earnings on February 24, 2026, which will cover the Q4 2025 results. This earnings announcement will include a conference call where management will discuss financial performance and provide forward guidance. The report comes approximately eight days from the current date and represents the company's final quarterly earnings for the 2025 fiscal year.
Sea (SE) Next Earnings Date
Sea Limited (NYSE: SE) has not confirmed its next earnings date, but estimates point to March 3, 2026, based on historical patterns following prior Q4 releases. This report will cover the Q4 2025 quarter, ending December 2025. Investors should monitor official announcements for any updates, as dates can shift slightly.
Which Baskets Do They Appear In?
Weaponized Convenience
These companies have revolutionized our expectations by making convenience a necessity, not a luxury. Our analysts have selected high-performing businesses that create such frictionless experiences, consumers now can't imagine life without them.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Weaponized Convenience
These companies have revolutionized our expectations by making convenience a necessity, not a luxury. Our analysts have selected high-performing businesses that create such frictionless experiences, consumers now can't imagine life without them.
Published: June 17, 2025
Explore BasketBuy MELI or SE in Nemo
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