Mercado Libre vs Snowflake
Mercado Libre (Mercadolibre, Inc.) and Snowflake (Snowflake Inc.) are the focus of this stock comparison. This page compares their business models, financial performance, and market context in a neutral, accessible manner, highlighting how each company positions itself in its respective markets. Educational content, not financial advice.
Mercado Libre (Mercadolibre, Inc.) and Snowflake (Snowflake Inc.) are the focus of this stock comparison. This page compares their business models, financial performance, and market context in a neutr...
Why It's Moving
MercadoLibre surges as investors pile in amid resilient e-commerce momentum.
- Stock advanced 4.7% to $2,230, building on a +10.1% monthly gain that doubled the S&P 500's performance.
- Bank of New York Mellon boosted its stake with 15,646 new shares, signaling institutional conviction despite insider sales.
- Analysts hold a 'Buy' consensus with targets around $2,877, backed by expectations of 5.6% EPS growth this year and 49.7% next.
Snowflake gears up for earnings with analysts betting on another beat amid AI boom.
- Analysts highlight Snowflake's +8.08% Earnings ESP and Zacks Rank #3, pointing to a likely earnings beat backed by recent history of 23.76% average surprises.
- AI innovations like Snowflake Intelligence and Cortex AI, plus partnerships with SAP, Google Cloud, and Anthropic, are accelerating customer growth and RPO.
- The stock saw volatility last week, hitting $205.27 high before settling around $192, reflecting sector momentum in cloud and AI data platforms.
MercadoLibre surges as investors pile in amid resilient e-commerce momentum.
- Stock advanced 4.7% to $2,230, building on a +10.1% monthly gain that doubled the S&P 500's performance.
- Bank of New York Mellon boosted its stake with 15,646 new shares, signaling institutional conviction despite insider sales.
- Analysts hold a 'Buy' consensus with targets around $2,877, backed by expectations of 5.6% EPS growth this year and 49.7% next.
Snowflake gears up for earnings with analysts betting on another beat amid AI boom.
- Analysts highlight Snowflake's +8.08% Earnings ESP and Zacks Rank #3, pointing to a likely earnings beat backed by recent history of 23.76% average surprises.
- AI innovations like Snowflake Intelligence and Cortex AI, plus partnerships with SAP, Google Cloud, and Anthropic, are accelerating customer growth and RPO.
- The stock saw volatility last week, hitting $205.27 high before settling around $192, reflecting sector momentum in cloud and AI data platforms.
Investment Analysis
Mercado Libre
MELI
Pros
- Leading position in Latin America's e-commerce and fintech ecosystems with strong brand recognition in Brazil, Mexico, and Argentina.
- Robust revenue growth exceeding $26 billion (TTM) supported by diversified platforms including Mercado Libre Marketplace and Mercado Pago.
- Analyst consensus is positive with a strong buy rating and price targets suggesting potential upside of around 30% from current levels.
Considerations
- High valuation reflected by a trailing P/E ratio above 50 and forward P/E around 42, indicating the stock may be priced for high growth already.
- Profitability margin remains relatively thin with net margin near 8.5%, constrained by significant expenses impacting net income growth.
- Faces intensifying competition from global fintech and digital payments companies such as Stripe and PayPal in its key markets.
Snowflake
SNOW
Pros
- Snowflake is a leader in cloud-based data warehousing with a strong growth trajectory driven by enterprise adoption of cloud data solutions.
- Subscription-based business model provides recurring revenue streams, enhancing revenue visibility and financial stability.
- Strategic partnerships with major cloud providers (AWS, Azure, Google Cloud) strengthen its ecosystem integration and customer reach.
Considerations
- High valuation multiples relative to current earnings reflect elevated growth expectations, which may entail risk if growth slows.
- Increasing competition from large cloud platform providers developing their own data solutions may pressure market share and pricing.
- Execution risk tied to scaling operations globally and maintaining technological innovation amid rapid industry changes.
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Mercado Libre (MELI) Next Earnings Date
MercadoLibre (MELI)'s next earnings date is estimated for February 19, 2026, covering the Q4 2025 period. This date aligns with the company's historical reporting pattern in mid-to-late February for year-end results. Note that the exact date remains unconfirmed by the company, with some estimates varying slightly to late February.
Snowflake (SNOW) Next Earnings Date
Snowflake Inc. (SNOW) is estimated to report earnings on February 25, 2026, covering the fourth quarter of fiscal year 2026. The company has not yet officially confirmed this date, but it is based on historical earnings release patterns. Following this report, the next earnings announcement is expected around March 3, 2026 for the first quarter of fiscal 2027, though the exact date remains subject to official confirmation.
Mercado Libre (MELI) Next Earnings Date
MercadoLibre (MELI)'s next earnings date is estimated for February 19, 2026, covering the Q4 2025 period. This date aligns with the company's historical reporting pattern in mid-to-late February for year-end results. Note that the exact date remains unconfirmed by the company, with some estimates varying slightly to late February.
Snowflake (SNOW) Next Earnings Date
Snowflake Inc. (SNOW) is estimated to report earnings on February 25, 2026, covering the fourth quarter of fiscal year 2026. The company has not yet officially confirmed this date, but it is based on historical earnings release patterns. Following this report, the next earnings announcement is expected around March 3, 2026 for the first quarter of fiscal 2027, though the exact date remains subject to official confirmation.
Which Baskets Do They Appear In?
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Explore BasketWhich Baskets Do They Appear In?
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