ASML vs MELI: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and MercadoLibre, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-09.
ASML Holding N.V. · Technology
$1,458.97
+45.0% upside to fair value
Grade B
High Quality
VS
MercadoLibre, Inc. · Consumer Cyclical
$1,632.52
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
MELI trades at a lower forward P/E
(43.1x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
MELI |
| Current Price |
$1,458.97 |
$1,632.52 |
| Fair Value Estimate |
$2,115.51 |
$2,367.15 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$562.3B |
$82.8B |
| Forward P/E |
48.3x
|
43.1x
|
| EV / EBITDA |
37.6x
|
22.5x
|
| Price / Sales |
14.4x
|
2.7x
|
| Price / FCF |
54.4x
|
7.2x
|
| Revenue Growth YoY |
+13.2%
|
+30.0%
|
| Gross Margin |
52.6%
|
45.5%
|
| Operating Margin |
34.8%
|
9.9%
|
| Return on Equity |
52.0%
|
29.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.84%
|
13.89%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
ASML Holding N.V. is a leading technology company specializing in semiconductor manufacturing equipment, particularly extreme ultraviolet lithography machines which hold a near-monopoly position. The company benefits from a durable competitive moat driven by its technological leadership, high barriers to entry, and strong demand from semiconductor manufacturers globally, especially in China. Desp…
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 |
ASML |
MELI |
| Zone Low |
$1,586.63 |
$1,775.36 |
| Zone High |
$1,798.18 |
$2,012.08 |
| In Buy Zone? |
Yes
|
Yes
|