DE vs MELI: Which Is the Better Buy?
Side-by-side comparison of Deere & Company and MercadoLibre, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Deere & Company · Industrials
$578.39
+22.4% 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%).
DE trades at a lower forward P/E
(32.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
MELI |
| Current Price |
$578.39 |
$1,767.42 |
| Fair Value Estimate |
$708.19 |
$2,500.00 |
| Upside to Fair Value |
+22.4%
|
+41.4%
|
| Market Cap |
$156.2B |
$89.6B |
| Forward P/E |
32.5x
|
35.0x
|
| EV / EBITDA |
18.4x
|
18.5x
|
| Price / Sales |
3.4x
|
3.1x
|
| Price / FCF |
43.7x
|
8.9x
|
| Revenue Growth YoY |
+16.3%
|
+39.1%
|
| Gross Margin |
35.6%
|
44.5%
|
| Operating Margin |
18.5%
|
11.1%
|
| Return on Equity |
18.9%
|
33.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.29%
|
12.1%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Deere & Company is a leading manufacturer of agricultural, construction, and forestry machinery, with a strong position in production and precision agriculture, small agriculture and turf, and construction and forestry segments. The company benefits from a durable competitive moat driven by its brand, intangible assets, and switching costs, supported by a CEO with deep institutional knowledge and…
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 |
DE |
MELI |
| Zone Low |
$531.14 |
$1,875.00 |
| Zone High |
$601.96 |
$2,125.00 |
| In Buy Zone? |
Yes
|
Yes
|