AMZN vs MELI: Which Is the Better Buy?

Side-by-side comparison of Amazon.com, Inc. and MercadoLibre, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-20.
Amazon.com, Inc. Β· Consumer Cyclical
$259.34
+21.8% upside to fair value
Grade B High Quality
VS
MercadoLibre, Inc. Β· Consumer Cyclical
$1,632.52
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
MELI has more upside to fair value (+45.0%). AMZN trades at a lower forward P/E (26.5x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric AMZN MELI
Current Price $259.34 $1,632.52
Fair Value Estimate $316.00 $2,367.15
Upside to Fair Value +21.8% +45.0%
Market Cap $2,789.8B $82.8B
Forward P/E 26.5x 43.1x
EV / EBITDA 16.8x 22.5x
Price / Sales 3.9x 2.7x
Price / FCF β€” 7.2x
Revenue Growth YoY +17.0% +30.0%
Gross Margin 51.8% 45.5%
Operating Margin 13.1% 9.9%
Return on Equity 21.5% 29.6%
Dividend Yield 0% 0%
FCF Yield -0.81% 13.89%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
AMZN β€” Amazon.com, Inc.
Amazon delivered a landmark Q1 2026 with revenue of $181.5 billion up 17% year over year and diluted EPS of $2.78 versus the $1.63 consensus, driven by AWS reaccelerating to 28% growth, its fastest pace in fifteen quarters, and a record consolidated operating margin of 13.1%. AWS generated $37.6 billion in revenue at a 37.7% segment operating margin, contributing $14.2 billion in operating income…
MELI β€” MercadoLibre, Inc.
MercadoLibre, Inc. operates a leading e-commerce and fintech platform in Latin America, combining a dominant commerce marketplace with a rapidly growing fintech segment. The company benefits from a durable competitive moat driven by network effects, strong brand recognition, and a comprehensive logistics infrastructure. Despite a recent earnings growth decline of 15.6% in the most recent quarter,…
Accumulation Zones
Metric AMZN MELI
Zone Low $237.00 $1,775.36
Zone High $268.60 $2,012.08
In Buy Zone? Yes Yes
← AMZN Research    MELI Research β†’    All Research