MercadoLibre (MELI) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

MercadoLibre (MELI) reported $7.41 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 39.5%. EPS of $8.32 for the same period compares to $7.83 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $7.25 billion, representing a surprise of +2.15%. The company delivered an EPS surprise of -11.77%, with the consensus EPS estimate being $9.43.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how MercadoLibre performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Gross merchandise volume: $16.54 billion versus $16.22 billion estimated by four analysts on average.Total payment volume: $71.22 billion versus the three-analyst average estimate of $71.07 billion.Geographic Revenue- Mexico: $1.65 billion compared to the $1.67 billion average estimate based on two analysts. The reported number represents a change of +44.2% year over year.Geographic Revenue- Argentina: $1.44 billion versus the two-analyst average estimate of $1.56 billion. The reported number represents a year-over-year change of +39.5%.Geographic Revenue- Brazil: $4.01 billion versus $3.92 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +37.6% change.Geographic Revenue- Commerce- Brazil: $2.42 billion versus $2.41 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +33.6% change.Geographic Revenue- Fintech- Brazil: $1.59 billion versus the two-analyst average estimate of $1.5 billion. The reported number represents a year-over-year change of +44.3%.Geographic Revenue- Other countries: $308 million compared to the $293.12 million average estimate based on two analysts. The reported number represents a change of +39.4% year over year.Geographic Revenue- Fintech- Argentina: $946 million compared to the $1.06 billion average estimate based on two analysts. The reported number represents a change of +52.1% year over year.Geographic Revenue- Commerce- Mexico: $1.05 billion versus $1.08 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +38.4% change.Revenues- Fintech: $3.24 billion compared to the $3.22 billion average estimate based on three analysts. The reported number represents a change of +48.9% year over year.Revenues- Commerce: $4.17 billion compared to the $4.08 billion average estimate based on three analysts. The reported number represents a change of +33% year over year.View all Key Company Metrics for MercadoLibre here>>>Shares of MercadoLibre have returned +5.5% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.Zacks' Research Chief Picks Stock Most Likely to "At Least Double"Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren’t winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%.See Our Top Stock to Double (Plus 4 Runners Up) >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report MercadoLibre, Inc. (MELI): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks