Nu Holdings and MercadoLibre Offer Wide Moat Opportunities Abroad

The Motley Fool··Read original
2▲2 ▼0Impact / 5
Summary · why it matters

Nu Holdings and MercadoLibre are two Latin American companies with wide economic moats that investors can buy now and hold forever, according to The Motley Fool. Nu Holdings has 135 million customers across Brazil, Mexico, and Colombia, generating $12.3 billion in revenue in Brazil and $950 million in Mexico over the last 12 months, with plans to expand further in Latin America and the United States. Its stock is down 32% from its high, trading at a price-to-earnings ratio of 20. MercadoLibre operates in 18 countries, with revenue growing 4,400% over the past decade to $31.8 billion over the last 12 months, and its stock has fallen 37% from highs due to margin compression from investments in fulfillment and credit cards. Both companies are seen as dominant in their sectors, with Nu Holdings disrupting legacy banking through a mobile-first strategy and MercadoLibre building an e-commerce and payments ecosystem similar to Amazon.

Impact on assets 3

Digital Finance & Tokenization▲ · 2 stocks
MercadoLibre Inc.
MELI
▲ PositiveDemandrelevance

Article highlights MercadoLibre's dominant e-commerce and payments ecosystem with 4,400% revenue growth over a decade, indicating strong end-customer demand.

Nu Holdings Ltd
NU
▲ PositiveDemandrelevance

Article highlights Nu Holdings' 135 million customers and strong revenue growth in Brazil and Mexico, indicating strong end-customer demand for its mobile-first banking services.

Artificial Intelligence▲ · 1 stocks
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