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 2026-09-24.
ASML Holding N.V. · Technology
$1,744.61
-0.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
MercadoLibre, Inc. · Consumer Cyclical
$1,828.94
+25.8% upside to fair value
Med Conviction
Grade B+
High Quality
QuantHub Verdict
MELI has more upside to fair value
(+25.8%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
MELI |
| Current Price |
$1,744.61 |
$1,828.94 |
| Fair Value Estimate |
$1,732.49 |
$2,300.00 |
| Upside to Fair Value |
-0.7%
|
+25.8%
|
| Market Cap |
$672.4B |
$92.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
33.0x
|
| Price / Sales |
19.0x
|
2.6x
|
| Price / FCF |
67.2x
|
7.4x
|
| Revenue Growth YoY |
+21.3%
|
+49.8%
|
| Gross Margin |
52.7%
|
42.7%
|
| Operating Margin |
35.4%
|
8.3%
|
| Return on Equity |
52.4%
|
26.5%
|
| Dividend Yield |
0.51% |
0% |
| FCF Yield |
1.49%
|
13.44%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
ASML Holding N.V. is the Dutch semiconductor equipment maker that supplies lithography, metrology, and inspection systems, including the extreme ultraviolet (EUV) machines required to pattern the most advanced logic and memory chips, and it holds what current coverage describes as a near-monopoly on those EUV tools. The business quality is genuinely high: TTM gross margin of 52.7%, TTM operating …
MercadoLibre operates Latin America's leading ecommerce marketplace alongside Mercado Pago payments, credit, logistics, advertising and loyalty products, creating a broad ecosystem with meaningful network effects and cross-sell. Business momentum remains strong: revenue and financial income grew 49.8% year over year in the most recent quarter to $10.169 billion, GMV increased 44%, TPV rose 56%, a…
Accumulation Zones
| Metric |
ASML |
MELI |
| Zone Low |
$1,299.37 |
$1,725.00 |
| Zone High |
$1,472.62 |
$1,955.00 |
| In Buy Zone? |
No
|
Yes
|