MercadoLibre's Growth Outpaces Amazon's Maturity in E-Commerce
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 20 2026
0mins
Should l Buy AMZN?
Source: Fool
- Market Share Competition: MercadoLibre's market cap has reached $105 billion, and despite fierce competition from Amazon, its growth rate in the Latin American market exceeds 30%, indicating strong market appeal.
- Significant User Growth: Mercado Pago has achieved 72 million monthly active users, a 29% year-over-year increase, demonstrating rapid penetration in digital banking and e-commerce, which strengthens its market position.
- Credit Portfolio Expansion: Mercado Pago's credit portfolio grew by 83% in the third quarter, reflecting the rising demand for digital payment and credit products in Latin America, providing a positive outlook for investors.
- Optimistic Industry Outlook: According to eMarketer, Latin America is the fastest-growing e-commerce market globally, and as more consumers adopt digital payment methods, MercadoLibre's long-term growth potential will be further enhanced.
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Analyst Views on AMZN
Wall Street analysts forecast AMZN stock price to rise
44 Analyst Rating
41 Buy
3 Hold
0 Sell
Strong Buy
Current: 210.570
Low
175.00
Averages
280.01
High
325.00
Current: 210.570
Low
175.00
Averages
280.01
High
325.00
About AMZN
Amazon.com, Inc. provides a range of products and services to customers. The products offered through its stores include merchandise and content it has purchased for resale and products offered by third-party sellers. The Company’s segments include North America, International and Amazon Web Services (AWS). It serves consumers through its online and physical stores and focuses on selection, price, and convenience. Customers access its offerings through its websites, mobile apps, Alexa, devices, streaming, and physically visiting its stores. It also manufactures and sells electronic devices, including Kindle, Fire tablet, Fire TV, Echo, Ring, Blink, and eero, and develops and produces media content. It serves developers and enterprises of all sizes, including start-ups, government agencies, and academic institutions, through AWS, which offers a set of on-demand technology services, including compute, storage, database, analytics, and machine learning, and other services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Amazon's Diversification Advantage: Amazon leverages its dominant retail position and low-margin sales strategy to effectively guide consumers towards substitute goods to combat inflation, while its AWS cloud computing segment is projected to grow at a 19% CAGR through 2030, alleviating pressure on its online sales business.
- Walmart's Supply Chain Efficiency: As the world's largest retailer, Walmart has stores within 10 miles of over 90% of Americans, and its success in e-commerce, coupled with efficient supply chain management, enables it to effectively counter inflation and tariffs, despite a high P/E ratio of 46, indicating strong market competitiveness.
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See More
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- Amazon's Market Advantage: Amazon's strategy of low-margin sales and its robust AWS cloud business, which is projected to grow at a 19% CAGR through 2030, further solidifies its leadership position in the retail market.
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