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 2026-05-09.
Arista Networks, Inc. · Technology
$172.62
+12.4% upside to fair value
Grade C
High Quality
VS
MercadoLibre, Inc. · 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%).
MELI trades at a lower forward P/E
(43.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
MELI |
| Current Price |
$172.62 |
$1,632.52 |
| Fair Value Estimate |
$193.98 |
$2,367.15 |
| Upside to Fair Value |
+12.4%
|
+45.0%
|
| Market Cap |
$217.4B |
$82.8B |
| Forward P/E |
61.8x
|
43.1x
|
| EV / EBITDA |
54.8x
|
22.5x
|
| Price / Sales |
24.1x
|
2.7x
|
| Price / FCF |
51.1x
|
7.2x
|
| Revenue Growth YoY |
+28.9%
|
+30.0%
|
| Gross Margin |
64.1%
|
45.5%
|
| Operating Margin |
42.8%
|
9.9%
|
| Return on Equity |
31.0%
|
29.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.96%
|
13.89%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Arista Networks is a leading provider of software-driven cloud networking solutions focused on AI, cloud, and data center markets. The company benefits from durable competitive advantages including a highly experienced leadership team led by CEO Jayshree Ullal, who has driven growth from startup to a $100 billion market cap S&P 500 company. Arista's business quality is high, supported by strong r…
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 |
ANET |
MELI |
| Zone Low |
$145.48 |
$1,775.36 |
| Zone High |
$164.88 |
$2,012.08 |
| In Buy Zone? |
No
|
Yes
|