DELL vs MELI: Which Is the Better Buy?

Side-by-side comparison of Dell Technologies Inc. and MercadoLibre, Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-10.
Dell Technologies Inc. ยท Technology
$450.22
-13.0% upside to fair value
Grade D
VS
MercadoLibre, Inc. ยท Consumer Cyclical
$1,635.15
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
MELI has more upside to fair value (+45.0%). DELL trades at a lower forward P/E (35.2x). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric DELL MELI
Current Price $450.22 $1,635.15
Fair Value Estimate $391.48 $2,370.97
Upside to Fair Value -13.0% +45.0%
Market Cap $299.1B $82.9B
Forward P/E 35.2x 43.2x
EV / EBITDA 22.9x 27.0x
Price / Sales 2.2x 2.6x
Price / FCF 31.7x 7.7x
Revenue Growth YoY +87.5% +49.0%
Gross Margin 19.2% 43.9%
Operating Margin 8.0% 9.6%
Return on Equity -363.2% 29.6%
Dividend Yield 0% 0%
FCF Yield 3.16% 12.92%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
DELL โ€” Dell Technologies Inc.
Dell Technologies Inc. operates in the technology sector focusing on computer hardware, delivering strong revenue and earnings growth in the most recent quarter with 87.5% and 256.3% year-over-year increases respectively. Despite these impressive growth metrics and a solid operating margin of 8.0%, the company is currently overvalued with its stock trading 13% above the fair value estimate of $39โ€ฆ
MELI โ€” MercadoLibre, Inc.
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 โ€ฆ
Accumulation Zones
Metric DELL MELI
Zone Low $293.61 $1,778.23
Zone High $332.76 $2,015.32
In Buy Zone? No Yes
โ† DELL Research    MELI Research โ†’    All Research