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 2026-05-09.
Salesforce, Inc. · Technology
$182.14
+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
CRM trades at a lower forward P/E (22.8x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric CRM MELI
Current Price $182.14 $1,632.52
Fair Value Estimate $264.10 $2,367.15
Upside to Fair Value +45.0% +45.0%
Market Cap $173.0B $82.8B
Forward P/E 22.8x 43.1x
EV / EBITDA 14.4x 22.5x
Price / Sales 4.2x 2.7x
Price / FCF 12.0x 7.2x
Revenue Growth YoY +12.1% +30.0%
Gross Margin 77.7% 45.5%
Operating Margin 21.5% 9.9%
Return on Equity 12.4% 29.6%
Dividend Yield 0% 0%
FCF Yield 8.33% 13.89%
Analyst Consensus Buy Strong Buy
Investment Thesis
CRM — Salesforce, Inc.
Salesforce, Inc. is a leading enterprise software company specializing in cloud-based customer relationship management and enterprise applications. The company benefits from a durable competitive moat anchored by pioneering SaaS delivery, a large and growing customer base, and a diversified revenue mix with Service Cloud as the largest segment generating $9.05 billion in FY2025. Salesforce exhibi…
MELI — MercadoLibre, Inc.
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 CRM MELI
Zone Low $198.08 $1,775.36
Zone High $224.49 $2,012.08
In Buy Zone? Yes Yes
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