CRWD vs MELI: Which Is the Better Buy?
Side-by-side comparison of CrowdStrike Holdings, Inc. and MercadoLibre, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-09.
CrowdStrike Holdings, Inc. · Technology
$436.32
+34.6% upside to fair value
Grade B
VS
MercadoLibre, Inc. · Consumer Cyclical
$1,632.52
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
MELI has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRWD |
MELI |
| Current Price |
$436.32 |
$1,632.52 |
| Fair Value Estimate |
$587.16 |
$2,367.15 |
| Upside to Fair Value |
+34.6%
|
+45.0%
|
| Market Cap |
$110.7B |
$82.8B |
| Forward P/E |
-601.6x
|
43.1x
|
| EV / EBITDA |
951.5x
|
22.5x
|
| Price / Sales |
23.0x
|
2.7x
|
| Price / FCF |
89.3x
|
7.2x
|
| Revenue Growth YoY |
+23.3%
|
+30.0%
|
| Gross Margin |
74.9%
|
45.5%
|
| Operating Margin |
-5.4%
|
9.9%
|
| Return on Equity |
-4.7%
|
29.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.12%
|
13.89%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-based endpoint protection and threat intelligence, with a dominant subscription revenue model accounting for over 95% of total revenue. The business quality is medium due to strong revenue growth of 23.3% in the most recent quarter and a robust earnings growth of 141.9% in the same period, supported by a high gros…
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 |
CRWD |
MELI |
| Zone Low |
$440.37 |
$1,775.36 |
| Zone High |
$499.09 |
$2,012.08 |
| In Buy Zone? |
Yes
|
Yes
|