BA vs MELI: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and MercadoLibre, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
MercadoLibre, Inc. · Consumer Cyclical
$1,767.42
+41.4% upside to fair value
High Conviction
Grade A
QuantHub Verdict
MELI has more upside to fair value
(+41.4%).
MELI trades at a lower forward P/E
(35.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
MELI |
| Current Price |
$217.63 |
$1,767.42 |
| Fair Value Estimate |
$260.00 |
$2,500.00 |
| Upside to Fair Value |
+19.5%
|
+41.4%
|
| Market Cap |
$170.9B |
$89.6B |
| Forward P/E |
74.0x
|
35.0x
|
| EV / EBITDA |
28.4x
|
18.5x
|
| Price / Sales |
1.9x
|
3.1x
|
| Price / FCF |
-88.2x
|
8.9x
|
| Revenue Growth YoY |
+34.5%
|
+39.1%
|
| Gross Margin |
4.8%
|
44.5%
|
| Operating Margin |
-6.1%
|
11.1%
|
| Return on Equity |
41.0%
|
33.7%
|
| Dividend Yield |
0.2% |
0% |
| FCF Yield |
-1.1%
|
12.1%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company is the world's largest aerospace manufacturer operating across commercial airplanes, defense and space, global services, and Boeing Capital. After years of losses stemming from the 737 MAX crisis, production disruptions, and regulatory setbacks, Boeing posted its first profitable year in 2025 with net income of $2.2 billion on revenue of $89.5 billion, a 34.5% revenue increase …
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 |
BA |
MELI |
| Zone Low |
$195.00 |
$1,875.00 |
| Zone High |
$221.00 |
$2,125.00 |
| In Buy Zone? |
Yes
|
Yes
|