MercadoLibre and On Holding Favored Over SpaceX as Growth Stocks

Industry
โดย The Motley Fool·Read original
Summary · why it matters

The Motley Fool argues that MercadoLibre and On Holding are better growth stock investments than SpaceX. MercadoLibre's revenue grew 49% year over year in the 2026 first quarter, with unique active buyers up 26% and fintech monthly active users up 29%, yet its stock trades at only 43 times trailing earnings, near a 10-year low. On Holding posted 26% currency-neutral sales growth in the same period, with gross margin improving to 64.2% and profit margin widening to 12.4%, while its U.S. brand penetration reached 30% for the first time. Both companies are profitable and trade at lower valuations than SpaceX, which has a 105 price-to-sales ratio and lacks profitability.

Impact on stocks 4

Digital Finance & Tokenization · 1 stocks
MercadoLibre Inc.
MELI
▲ PositiveDemandrelevance

Revenue grew 49% YoY, unique active buyers up 26%, fintech MAU up 29%.

Consumer Discretionary · 1 stocks
On Holding Ltd
ONON
▲ PositiveDemandrelevance

Currency-neutral sales growth 26%, U.S. brand penetration reached 30%.

Space Economy · 1 stocks
Artificial Intelligence · 1 stocks