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
MercadoLibre surges on humanoid robot deal with Agility Robotics, eyeing logistics revolution.
- Commercial agreement integrates Digit robots for commerce fulfillment tasks, boosting operational speed amid record sales momentum.
- Company handled over 3,000 purchases per minute during promotions, with half of orders delivered in under 24 hours.
- Mercado Pago ramps up credit lines and interest-free installments, fueling shopper growth despite shares trading 22.7% below 52-week high.
Sea Limited's stock defies Q3 earnings miss with surprise rally on explosive growth and AI bets.
- Shopee GMV jumped 28% to $32.2 billion, fueled by YouTube partnerships and Meta collaboration, boosting order volumes over 30% quarter-on-quarter.
- SeaMoney loan book expanded 70% to $7.9 billion while Garena bookings soared 51% to $841 million, highlighting strength in fintech and gaming.
- Guidance targets over 25% Shopee GMV growth in 2025 with 2-3% EBITDA margins, plus AI integration and Argentina expansion on the horizon.
MercadoLibre surges on humanoid robot deal with Agility Robotics, eyeing logistics revolution.
- Commercial agreement integrates Digit robots for commerce fulfillment tasks, boosting operational speed amid record sales momentum.
- Company handled over 3,000 purchases per minute during promotions, with half of orders delivered in under 24 hours.
- Mercado Pago ramps up credit lines and interest-free installments, fueling shopper growth despite shares trading 22.7% below 52-week high.
Sea Limited's stock defies Q3 earnings miss with surprise rally on explosive growth and AI bets.
- Shopee GMV jumped 28% to $32.2 billion, fueled by YouTube partnerships and Meta collaboration, boosting order volumes over 30% quarter-on-quarter.
- SeaMoney loan book expanded 70% to $7.9 billion while Garena bookings soared 51% to $841 million, highlighting strength in fintech and gaming.
- Guidance targets over 25% Shopee GMV growth in 2025 with 2-3% EBITDA margins, plus AI integration and Argentina expansion on the horizon.
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 BasketInvestment 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.
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