"MercadoLibre posted $8.76 billion in Q4 2025 revenue, representing 44.6% year-over-year growth. Full-year revenue reached $28.9 billion, cementing its position as Latin America's dominant e-commerce and fintech operator. Mercado Pago remains one of the most scaled digital finance platforms in any emerging market."
"MercadoLibre operates where e-commerce penetration remains low, meaning its logistics buildout and Mercado Pago credit expansion target a large, underpenetrated opportunity. The tradeoff is currency volatility across Brazil, Argentina, and Mexico, which can distort reported results even when the underlying business is healthy."
"Sea's Southeast Asia opportunity is similarly underpenetrated, but Shopee faces direct competition from Lazada, TikTok Shop, and Tokopedia. Garena has declined from its pandemic peak, placing heavier reliance on Shopee and SeaMoney. Sea's earnings growth of 146% year-over-year looks striking but reflects recovery from a low base rather than consistent compounding."
MercadoLibre reported $8.76 billion in Q4 2025 revenue with 44.6% year-over-year growth, reaching $28.9 billion annually and solidifying its position as Latin America's dominant e-commerce and fintech platform. Sea Limited delivered $6.85 billion in Q4 revenue with $0.63 EPS, achieving $22.4 billion in full-year revenue across Shopee, SeaMoney, and Garena. Despite impressive scaling, both stocks declined significantly. MercadoLibre operates in underpenetrated markets but faces currency volatility across Brazil, Argentina, and Mexico. Sea confronts direct competition from Lazada, TikTok Shop, and Tokopedia, with Garena declining from pandemic peaks. Both selloffs reflect margin anxiety rather than business failure, with investors concerned about profitability sustainability amid aggressive expansion.
Read at 24/7 Wall St.
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