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...

Comparison Snapshot

Key Financial Metrics

MELI

Metric

SE

$112.17B

Market Cap

$74.55B

20.59%

Potential Profit

50.81%

Buy

Analyst Rating

Buy

Why It's Moving

MELI surges 3% as major institutions pile into the e-commerce giant.

LBP AM SA boosted its MELI position, while Generali added 5,000 shares worth $10.6 million, signaling confidence in near-term growth.
Institutions now own 87.62% of shares, with recent moves like Norges Bank's $698.8M stake underscoring broad appeal.
Analysts maintain a 'Moderate Buy' consensus from 16 firms, highlighting robust 39.5% YoY revenue growth in recent Q3 results.

Sentiment:

🐃Bullish

Sea Limited Stock Surges on $1 Billion Buyback Announcement Signaling Strong Confidence.

Board authorized up to $1 billion in repurchases of American depositary shares via open market or other methods, based on market conditions.
Phillip Securities upgraded Sea from Neutral to Buy with $170 target, citing improved FY25/26 revenue growth in all segments despite higher marketing spend.
Buyback reflects optimism in core businesses amid positive analyst revisions and upcoming earnings expectations of 46.77% EPS growth.

Sentiment:

🐃Bullish

MELI surges 3% as major institutions pile into the e-commerce giant.

LBP AM SA boosted its MELI position, while Generali added 5,000 shares worth $10.6 million, signaling confidence in near-term growth.
Institutions now own 87.62% of shares, with recent moves like Norges Bank's $698.8M stake underscoring broad appeal.
Analysts maintain a 'Moderate Buy' consensus from 16 firms, highlighting robust 39.5% YoY revenue growth in recent Q3 results.

Sentiment:

🐃Bullish

Sea Limited Stock Surges on $1 Billion Buyback Announcement Signaling Strong Confidence.

Board authorized up to $1 billion in repurchases of American depositary shares via open market or other methods, based on market conditions.
Phillip Securities upgraded Sea from Neutral to Buy with $170 target, citing improved FY25/26 revenue growth in all segments despite higher marketing spend.
Buyback reflects optimism in core businesses amid positive analyst revisions and upcoming earnings expectations of 46.77% EPS growth.

Sentiment:

🐃Bullish

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.

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About The Companies

Mercado Libre (MELI)

MercadoLibre, Inc. (MELI) operates one of Latin America’s largest online marketplaces and a fast-growing financial‑technology arm, Mercado Pago. The company combines e‑commerce, payments, and logistics services across countries including Brazil, Argentina and Mexico, benefiting from rising internet penetration and digital payments adoption. Investors should note MercadoLibre’s strong market position and scale — the firm often leads regional online sales — but also its exposure to FX volatility, country-specific economic cycles and competitive pressures from global and local players. Revenue growth has historically been driven by both marketplace commerce and fintech transactions, though profitability can vary as the company invests in logistics and product expansion. Valuation reflects high growth expectations, so share prices can be volatile. This summary is educational only and not investment advice; investors should consider their goals, risk tolerance and consult a professional before acting.

Sea (SE)

Sea Limited (NYSE: SE) is a Singapore-headquartered digital-services group operating three main businesses: Garena (digital entertainment and gaming), Shopee (e-commerce) and SeaMoney (digital payments and financial services). With a market capitalisation of approximately $97.45B, Sea offers exposure to rapidly growing internet economies across Southeast Asia, Taiwan and Latin America. Investors should know the company has prioritised user growth and market share, often reinvesting revenue into expansion and technology. That strategy can support scale benefits and higher long-term monetisation, but it has also led to variable profitability at the consolidated level. Key opportunities include rising online commerce, mobile gaming monetisation and fintech adoption; key risks include intense local competition, regulatory changes, macroeconomic and currency sensitivity, and execution challenges in new markets. This summary is educational only and not personalised investment advice — investors should review the latest financials, consider their own goals and risk tolerance, and seek professional advice if needed.

Mercado Libre (MELI) Next Earnings Date

MercadoLibre (MELI) is estimated to report its next earnings on February 19, 2026, covering the Q4 2025 quarter. This date aligns with the company's historical pattern of late-February releases for year-end results, though it remains unconfirmed by the company. Investors should monitor for official announcements, as estimates range slightly to February 23.

Sea (SE) Next Earnings Date

Sea Limited's next earnings date is estimated for March 3, 2026, covering the Q4 2025 period. This aligns with the company's historical pattern of early March releases for fourth-quarter results, as seen in prior years like November 2025 for Q3. Analyst estimates place this release shortly after the current date, with no official confirmation yet announced.

Mercado Libre (MELI) Next Earnings Date

MercadoLibre (MELI) is estimated to report its next earnings on February 19, 2026, covering the Q4 2025 quarter. This date aligns with the company's historical pattern of late-February releases for year-end results, though it remains unconfirmed by the company. Investors should monitor for official announcements, as estimates range slightly to February 23.

Sea (SE) Next Earnings Date

Sea Limited's next earnings date is estimated for March 3, 2026, covering the Q4 2025 period. This aligns with the company's historical pattern of early March releases for fourth-quarter results, as seen in prior years like November 2025 for Q3. Analyst estimates place this release shortly after the current date, with no official confirmation yet announced.

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 Basket

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 Basket

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Comparison Snapshot

Why It's Moving

MELI surges 3% as major institutions pile into the e-commerce giant.

Sea Limited Stock Surges on $1 Billion Buyback Announcement Signaling Strong Confidence.

MELI surges 3% as major institutions pile into the e-commerce giant.

Sea Limited Stock Surges on $1 Billion Buyback Announcement Signaling Strong Confidence.