CRM vs MELI: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and MercadoLibre, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-08.
Salesforce, Inc. · Technology
$169.52
+45.0% upside to fair value
Grade A
High Quality
VS
MercadoLibre, Inc. · Consumer Cyclical
$1,635.15
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
CRM trades at a lower forward P/E
(19.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
MELI |
| Current Price |
$169.52 |
$1,635.15 |
| Fair Value Estimate |
$245.80 |
$2,370.97 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$138.8B |
$82.9B |
| Forward P/E |
19.6x
|
43.2x
|
| EV / EBITDA |
12.3x
|
27.0x
|
| Price / Sales |
3.2x
|
2.6x
|
| Price / FCF |
9.5x
|
7.7x
|
| Revenue Growth YoY |
+13.3%
|
+49.0%
|
| Gross Margin |
77.6%
|
43.9%
|
| Operating Margin |
21.9%
|
9.6%
|
| Return on Equity |
14.9%
|
29.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
10.56%
|
12.92%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Salesforce, Inc. is a leading provider of cloud-based software applications primarily focused on customer relationship management (CRM). The company exhibits high business quality with a durable competitive moat supported by strong gross margins of 77.6%, solid operating margin of 21.9%, and a robust return on equity of 14.9%. Recent quarterly revenue growth of 13.3% and earnings growth of 36.7% …
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 |
CRM |
MELI |
| Zone Low |
$184.35 |
$1,778.23 |
| Zone High |
$208.93 |
$2,015.32 |
| In Buy Zone? |
Yes
|
Yes
|