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 2026-09-22.
Salesforce, Inc. · Technology
$236.42
+11.6% upside to fair value
Med Conviction
Grade B
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 |
CRM |
MELI |
| Current Price |
$236.42 |
$1,828.94 |
| Fair Value Estimate |
$263.88 |
$2,300.00 |
| Upside to Fair Value |
+11.6%
|
+25.8%
|
| Market Cap |
$193.6B |
$92.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.4x
|
33.0x
|
| Price / Sales |
4.4x
|
2.6x
|
| Price / FCF |
12.8x
|
7.4x
|
| Revenue Growth YoY |
+10.8%
|
+49.8%
|
| Gross Margin |
77.3%
|
42.7%
|
| Operating Margin |
21.4%
|
8.3%
|
| Return on Equity |
20.2%
|
26.5%
|
| Dividend Yield |
0.73% |
0% |
| FCF Yield |
7.82%
|
13.44%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
Salesforce is the leading enterprise customer relationship management platform, spanning Sales, Service, Platform, Marketing, Commerce, Tableau, MuleSoft, and Slack under the Customer 360 umbrella, with 83,334 employees and a business that converts $53.65 of revenue per share into $18.48 of free cash flow per share. Business quality is high: TTM gross margin of 77.3%, TTM operating margin of 21.4…
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 |
CRM |
MELI |
| Zone Low |
$197.91 |
$1,725.00 |
| Zone High |
$224.30 |
$1,955.00 |
| In Buy Zone? |
No
|
Yes
|