Creator sentiment
3 creators · 3 views · past 7 days
Updated October 20, 2026
The bull case
- +Stock trades well below his $2,900 DCF fair value and near its lowest forward P/E in years, making it considerably undervalued.
- +Revenue has compounded from ~$1B in 2017 to over $35B trailing twelve months, with a first-ever $10B quarter.
- +The financial services segment grew 75% year-over-year and feeds a virtuous cycle with the e-commerce marketplace.
- +Lower free-shipping threshold pressures margins and ROIC, but early data shows more new customers, higher order frequency, and better retention, supporting long-term value.
- +Latin America's e-commerce penetration is far below the US, Europe, and China, leaving a long runway for growth.
- +Its fintech arm is on track for $400 billion in payment volume, with digital banking still underpenetrated.
- +Consumer data gives it an edge in nascent digital advertising and lending businesses.
- +As a local company, it is well positioned to navigate regional geopolitical risks.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
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Stock trades well below his $2,900 DCF fair value and near its lowest forward P/E in years, making it considerably undervalued. · Revenue has compounded from ~$1B in 2017 to over $35B trailing twelve months, with a first-ever $10B quarter. · The financial services segment grew 75% year-over-year and feeds a virtuous cycle with the e-commerce marketplace. · Lower free-shipping threshold pressures margins and ROIC, but early data shows more new customers, higher order frequency, and better retention, supporting long-term value.
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Latin America's e-commerce penetration is far below the US, Europe, and China, leaving a long runway for growth. · Its fintech arm is on track for $400 billion in payment volume, with digital banking still underpenetrated. · Consumer data gives it an edge in nascent digital advertising and lending businesses. · As a local company, it is well positioned to navigate regional geopolitical risks.
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