Dec 31, 2019

MercadoLibre Q4 2019 Earnings Report

Reported a strong fourth quarter with revenue growth and increased payment volume.

Key Takeaways

MercadoLibre, Inc. reported Q4 2019 financial results with net revenues of $674.3 million, up 84.4% YoY on an FX neutral basis. Total Payment Volume reached $8.7 billion, up 98.5% YoY on an FX neutral basis, and Gross Merchandise Volume was $3.9 billion, up 39.7% YoY on an FX neutral basis.

Total payment volume through Mercado Pago reached $8.7 billion, a year-over-year increase of 63.5% in USD.

Off-platform TPV reached $4.7 billion in transactions.

Gross merchandise volume increased to $3.9 billion, representing a 19.7% increase in USD.

Items sold reached 109.5 million, growing 28.0% year-over-year.

Total Revenue
$674M
Previous year: $428M
+57.5%
EPS
-$1.11
Previous year: -$0.05
+2120.0%
Total Payment Volume
$8.7B
Previous year: $5.3B
+64.1%
Successful Items Sold
109.5M
Previous year: 85.6M
+27.9%
Gross Merchandise Volume
$3.9B
Previous year: $3.23B
+20.6%
Gross Profit
$308M
Previous year: $205M
+50.6%
Cash and Equivalents
$1.38B
Previous year: $440M
+214.5%
Free Cash Flow
$42.2M
Previous year: $6.8M
+520.4%
Total Assets
$4.78B
Previous year: $2.24B
+113.5%

MercadoLibre

MercadoLibre

MercadoLibre Revenue by Geographic Location

Forward Guidance

MercadoLibre is focused on prioritizing growth, driving cost efficiencies, and scaling benefits through larger, more consolidated businesses in the upcoming year. They are committed to investing in growth, building superior experiences and products, and disrupting commerce and finance in Latin America.

Positive Outlook

  • Prioritizing growth with a focus on cost efficiencies.
  • Scaling benefits through larger, more consolidated businesses.
  • Investing appropriately behind growth initiatives.
  • Building superior experiences for consumers and merchants.
  • Committed to disrupting commerce and finance in Latin America.

Revenue & Expenses

Visualization of income flow from segment revenue to net income