AMZN vs MELI: Which Is the Better Buy?
Side-by-side comparison of Amazon.com, Inc. and MercadoLibre, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-10.
Amazon.com, Inc. · Consumer Cyclical
$238.12
+59.3% upside to fair value
Grade B
High Quality
VS
MercadoLibre, Inc. · Consumer Cyclical
$1,767.42
+41.4% upside to fair value
High Conviction
Grade A
QuantHub Verdict
AMZN has more upside to fair value
(+59.3%).
AMZN trades at a lower forward P/E
(32.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMZN |
MELI |
| Current Price |
$238.12 |
$1,767.42 |
| Fair Value Estimate |
$379.40 |
$2,500.00 |
| Upside to Fair Value |
+59.3%
|
+41.4%
|
| Market Cap |
$2,556.2B |
$89.6B |
| Forward P/E |
32.8x
|
35.0x
|
| EV / EBITDA |
15.9x
|
18.5x
|
| Price / Sales |
3.6x
|
3.1x
|
| Price / FCF |
332.2x
|
8.9x
|
| Revenue Growth YoY |
+18.4%
|
+39.1%
|
| Gross Margin |
50.3%
|
44.5%
|
| Operating Margin |
11.2%
|
11.1%
|
| Return on Equity |
21.9%
|
33.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.3%
|
12.1%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Amazon.com, Inc. operates as the world's largest e-commerce and cloud computing company, with a diversified revenue base spanning online retail, third-party seller services, AWS cloud, advertising, and subscription services. The business quality is high due to its durable competitive moats including AWS's leadership in cloud infrastructure and Amazon's dominant e-commerce platform. Despite strong…
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 |
AMZN |
MELI |
| Zone Low |
$284.55 |
$1,875.00 |
| Zone High |
$322.49 |
$2,125.00 |
| In Buy Zone? |
Yes
|
Yes
|