AMD vs MELI: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and MercadoLibre, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
Advanced Micro Devices, Inc. · Technology
$278.26
+40.5% upside to fair value
High Conviction
Grade B+
VS
MercadoLibre, Inc. · Consumer Cyclical
$1,767.42
+41.4% upside to fair value
High Conviction
Grade A
QuantHub Verdict
MELI has more upside to fair value
(+41.4%).
MELI trades at a lower forward P/E
(35.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
MELI |
| Current Price |
$278.26 |
$1,767.42 |
| Fair Value Estimate |
$391.00 |
$2,500.00 |
| Upside to Fair Value |
+40.5%
|
+41.4%
|
| Market Cap |
$453.7B |
$89.6B |
| Forward P/E |
104.6x
|
35.0x
|
| EV / EBITDA |
—
|
18.5x
|
| Price / Sales |
13.1x
|
3.1x
|
| Price / FCF |
67.4x
|
8.9x
|
| Revenue Growth YoY |
+11.1%
|
+39.1%
|
| Gross Margin |
49.5%
|
44.5%
|
| Operating Margin |
10.7%
|
11.1%
|
| Return on Equity |
7.2%
|
33.7%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
1.5%
|
12.1%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
AMD has solidified its position as a premier challenger to NVIDIA in AI GPUs and Intel in CPUs, fueled by explosive Data Center growth reaching $16.6 billion in 2025, up 32% year-over-year, alongside robust Client and Gaming expansion to $14.6 billion, up 51%. Under CEO Lisa Su's leadership, the company achieved 34% total revenue growth to $34.6 billion in 2025 with net income of $4.3 billion, ye…
MercadoLibre is the dominant e-commerce and fintech ecosystem across Latin America, operating the largest marketplace and digital payments platform in a region with 670M+ people where e-commerce penetration is still under 15%. Revenue grew 39% to $28.9B in FY2025 with $10.8B in free cash flow — a 12% FCF yield at current prices. The company is trading at its 5-year P/S minimum (3.1x) and P/FCF mi…
Accumulation Zones
| Metric |
AMD |
MELI |
| Zone Low |
$293.00 |
$1,875.00 |
| Zone High |
$332.00 |
$2,125.00 |
| In Buy Zone? |
Yes
|
Yes
|