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Side-by-side financial comparison of MERCADOLIBRE INC (MELI) and US Foods Holding Corp. (USFD). Click either name above to swap in a different company.
US Foods Holding Corp. is the larger business by last-quarter revenue ($9.6B vs $6.1B, roughly 1.6× MERCADOLIBRE INC). MERCADOLIBRE INC runs the higher net margin — 9.1% vs 1.2%, a 7.9% gap on every dollar of revenue. On growth, MERCADOLIBRE INC posted the faster year-over-year revenue change (40.2% vs 2.8%). Over the past eight quarters, MERCADOLIBRE INC's revenue compounded faster (40.7% CAGR vs -0.5%).
MercadoLibre, Inc., known as Mercado Livre in Brazil, literally meaning "free market" in both languages, is a company of Argentine origin and incorporated in Delaware in the United States that operates online marketplaces dedicated to e-commerce and online auctions. As of 2016, Mercado Libre had 174.2 million users in Latin America, making it the region's most popular e-commerce site by number of visitors.
US Foods Holding Corp. is an American food service distributor. It is the second-largest food service distributor in the U.S., after Sysco. The company supplies 250,000 locations including independent restaurants, chain restaurants, healthcare, hospitality, and educational institutions.
MELI vs USFD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2027
| Metric | | |
|---|---|---|
| Revenue | $6.1B | $9.6B |
| Net Profit | $559.0M | $116.0M |
| Gross Margin | 61.7% | 17.2% |
| Operating Margin | 14.5% | 2.2% |
| Net Margin | 9.1% | 1.2% |
| Revenue YoY | 40.2% | 2.8% |
| Net Profit YoY | -12.5% | 0.9% |
| EPS (diluted) | $11.03 | $0.52 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $9.6B | ||
| Q4 25 | $6.1B | $9.8B | ||
| Q3 25 | $5.2B | $10.2B | ||
| Q2 25 | $4.8B | $10.1B | ||
| Q1 25 | $4.2B | $9.4B | ||
| Q4 24 | $4.4B | $9.5B | ||
| Q3 24 | $3.9B | $9.7B | ||
| Q2 24 | $3.8B | $9.7B |
| Q1 26 | — | $116.0M | ||
| Q4 25 | $559.0M | $184.0M | ||
| Q3 25 | $421.0M | $153.0M | ||
| Q2 25 | $523.0M | $224.0M | ||
| Q1 25 | $494.0M | $115.0M | ||
| Q4 24 | $639.0M | $66.0M | ||
| Q3 24 | $397.0M | $148.0M | ||
| Q2 24 | $531.0M | $198.0M |
| Q1 26 | — | 17.2% | ||
| Q4 25 | 61.7% | 17.6% | ||
| Q3 25 | 61.7% | 17.2% | ||
| Q2 25 | 64.4% | 17.6% | ||
| Q1 25 | 66.1% | 17.3% | ||
| Q4 24 | 62.8% | 17.6% | ||
| Q3 24 | 62.6% | 17.1% | ||
| Q2 24 | 62.8% | 17.6% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 14.5% | 3.3% | ||
| Q3 25 | 13.9% | 2.8% | ||
| Q2 25 | 17.2% | 3.7% | ||
| Q1 25 | 18.2% | 2.4% | ||
| Q4 24 | 18.7% | 3.2% | ||
| Q3 24 | 14.3% | 2.9% | ||
| Q2 24 | 19.3% | 3.6% |
| Q1 26 | — | 1.2% | ||
| Q4 25 | 9.1% | 1.9% | ||
| Q3 25 | 8.1% | 1.5% | ||
| Q2 25 | 10.9% | 2.2% | ||
| Q1 25 | 11.8% | 1.2% | ||
| Q4 24 | 14.6% | 0.7% | ||
| Q3 24 | 10.2% | 1.5% | ||
| Q2 24 | 14.1% | 2.0% |
| Q1 26 | — | $0.52 | ||
| Q4 25 | $11.03 | $0.82 | ||
| Q3 25 | $8.32 | $0.67 | ||
| Q2 25 | $10.31 | $0.96 | ||
| Q1 25 | $9.74 | $0.49 | ||
| Q4 24 | $12.60 | $0.28 | ||
| Q3 24 | $7.83 | $0.61 | ||
| Q2 24 | $10.48 | $0.80 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $6.3B | $49.0M |
| Total DebtLower is stronger | $4.6B | $5.2B |
| Stockholders' EquityBook value | $6.7B | $4.3B |
| Total Assets | $42.7B | $14.2B |
| Debt / EquityLower = less leverage | 0.68× | 1.19× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $49.0M | ||
| Q4 25 | $6.3B | $41.0M | ||
| Q3 25 | $6.3B | $56.0M | ||
| Q2 25 | $7.6B | $61.0M | ||
| Q1 25 | $8.1B | $101.0M | ||
| Q4 24 | $7.1B | $59.0M | ||
| Q3 24 | $6.7B | $81.0M | ||
| Q2 24 | $6.9B | $405.0M |
| Q1 26 | — | $5.2B | ||
| Q4 25 | $4.6B | $5.1B | ||
| Q3 25 | $3.4B | $4.8B | ||
| Q2 25 | $3.5B | $4.7B | ||
| Q1 25 | $2.9B | $4.7B | ||
| Q4 24 | $2.9B | $4.8B | ||
| Q3 24 | $3.1B | $4.7B | ||
| Q2 24 | $2.4B | $4.6B |
| Q1 26 | — | $4.3B | ||
| Q4 25 | $6.7B | $4.3B | ||
| Q3 25 | $6.2B | $4.5B | ||
| Q2 25 | $5.7B | $4.6B | ||
| Q1 25 | $5.0B | $4.6B | ||
| Q4 24 | $4.4B | $4.5B | ||
| Q3 24 | $4.0B | $4.6B | ||
| Q2 24 | $3.7B | $5.0B |
| Q1 26 | — | $14.2B | ||
| Q4 25 | $42.7B | $13.9B | ||
| Q3 25 | $36.7B | $14.0B | ||
| Q2 25 | $32.9B | $13.8B | ||
| Q1 25 | $27.7B | $13.7B | ||
| Q4 24 | $25.2B | $13.4B | ||
| Q3 24 | $22.6B | $13.5B | ||
| Q2 24 | $20.0B | $13.7B |
| Q1 26 | — | 1.19× | ||
| Q4 25 | 0.68× | 1.18× | ||
| Q3 25 | 0.55× | 1.08× | ||
| Q2 25 | 0.61× | 1.02× | ||
| Q1 25 | 0.57× | 1.02× | ||
| Q4 24 | 0.66× | 1.06× | ||
| Q3 24 | 0.78× | 1.01× | ||
| Q2 24 | 0.67× | 0.92× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $5.2B | $294.0M |
| Free Cash FlowOCF − Capex | $4.8B | — |
| FCF MarginFCF / Revenue | 77.9% | — |
| Capex IntensityCapex / Revenue | 7.0% | — |
| Cash ConversionOCF / Net Profit | 9.32× | 2.53× |
| TTM Free Cash FlowTrailing 4 quarters | $10.8B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $294.0M | ||
| Q4 25 | $5.2B | $293.0M | ||
| Q3 25 | $3.0B | $351.0M | ||
| Q2 25 | $2.9B | $334.0M | ||
| Q1 25 | $1.0B | $391.0M | ||
| Q4 24 | $2.9B | $283.0M | ||
| Q3 24 | $1.6B | $270.0M | ||
| Q2 24 | $1.9B | $482.0M |
| Q1 26 | — | — | ||
| Q4 25 | $4.8B | $159.0M | ||
| Q3 25 | $2.6B | $236.0M | ||
| Q2 25 | $2.6B | $257.0M | ||
| Q1 25 | $759.0M | $307.0M | ||
| Q4 24 | $2.6B | $178.0M | ||
| Q3 24 | $1.4B | $190.0M | ||
| Q2 24 | $1.7B | $413.0M |
| Q1 26 | — | — | ||
| Q4 25 | 77.9% | 1.6% | ||
| Q3 25 | 50.0% | 2.3% | ||
| Q2 25 | 54.8% | 2.5% | ||
| Q1 25 | 18.1% | 3.3% | ||
| Q4 24 | 59.8% | 1.9% | ||
| Q3 24 | 35.4% | 2.0% | ||
| Q2 24 | 45.1% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 7.0% | 1.4% | ||
| Q3 25 | 6.9% | 1.1% | ||
| Q2 25 | 6.0% | 0.8% | ||
| Q1 25 | 6.5% | 0.9% | ||
| Q4 24 | 7.0% | 1.1% | ||
| Q3 24 | 5.7% | 0.8% | ||
| Q2 24 | 4.9% | 0.7% |
| Q1 26 | — | 2.53× | ||
| Q4 25 | 9.32× | 1.59× | ||
| Q3 25 | 7.03× | 2.29× | ||
| Q2 25 | 5.58× | 1.49× | ||
| Q1 25 | 2.09× | 3.40× | ||
| Q4 24 | 4.58× | 4.29× | ||
| Q3 24 | 4.03× | 1.82× | ||
| Q2 24 | 3.54× | 2.43× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MELI
| Commerce | $2.8B | 45% |
| Argentina Segment | $1.6B | 26% |
| Products | $1.2B | 20% |
| Other Countries Segment | $414.0M | 7% |
USFD
Segment breakdown not available.
