ANET vs MELI: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and MercadoLibre, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-06.
Arista Networks, Inc. · Technology
$169.86
+22.0% upside to fair value
Grade B
High Quality
VS
MercadoLibre, Inc. · Consumer Cyclical
$1,635.15
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
MELI has more upside to fair value
(+45.0%).
MELI trades at a lower forward P/E
(43.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
MELI |
| Current Price |
$169.86 |
$1,635.15 |
| Fair Value Estimate |
$207.23 |
$2,370.97 |
| Upside to Fair Value |
+22.0%
|
+45.0%
|
| Market Cap |
$213.9B |
$82.9B |
| Forward P/E |
56.5x
|
43.2x
|
| EV / EBITDA |
44.7x
|
27.0x
|
| Price / Sales |
21.7x
|
2.6x
|
| Price / FCF |
39.9x
|
7.7x
|
| Revenue Growth YoY |
+35.1%
|
+49.0%
|
| Gross Margin |
63.5%
|
43.9%
|
| Operating Margin |
42.8%
|
9.6%
|
| Return on Equity |
30.6%
|
29.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.51%
|
12.92%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Arista Networks is a leading provider of cloud and AI data-center switching solutions with a durable competitive moat driven by its strong presence among hyperscale cloud customers and AI networking providers. The company benefits from a seasoned management team led by founding CEO Jayshree V. Ullal, who has over 17 years at the helm and deep domain expertise. Arista's financials show robust grow…
MercadoLibre is a leading Latin American e-commerce and fintech platform with a durable competitive moat driven by its integrated logistics and financial services stack. The company commands approximately 30 to 35 percent market share in e-commerce and over 30 percent in online payments in key markets like Brazil. It is founder-influenced with a long-tenured management team and reinvests heavily …
Accumulation Zones
| Metric |
ANET |
MELI |
| Zone Low |
$155.42 |
$1,778.23 |
| Zone High |
$176.15 |
$2,015.32 |
| In Buy Zone? |
Yes
|
Yes
|