DELL vs MELI: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and MercadoLibre, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-21.
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
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 |
DELL |
MELI |
| Current Price |
$569.00 |
$1,828.94 |
| Fair Value Estimate |
$383.93 |
$2,300.00 |
| Upside to Fair Value |
-32.5%
|
+25.8%
|
| Market Cap |
$378.0B |
$92.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
21.8x
|
33.0x
|
| Price / Sales |
2.5x
|
2.6x
|
| Price / FCF |
42.9x
|
7.4x
|
| Revenue Growth YoY |
+57.7%
|
+49.8%
|
| Gross Margin |
19.8%
|
42.7%
|
| Operating Margin |
9.6%
|
8.3%
|
| Return on Equity |
-574.6%
|
26.5%
|
| Dividend Yield |
0.41% |
0% |
| FCF Yield |
2.33%
|
13.44%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
Dell Technologies is a $378 billion market-cap computer hardware vendor spanning Infrastructure Solutions Group (servers, storage, networking), Client Solutions Group (PCs, displays, peripherals), and a VMware-related software franchise, led by founder-CEO Michael Dell. The business is fundamentally low-quality on the numbers: TTM gross margin is 19.8%, operating margin 9.6%, and net margin 7.5%,…
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 |
DELL |
MELI |
| Zone Low |
$287.95 |
$1,725.00 |
| Zone High |
$326.34 |
$1,955.00 |
| In Buy Zone? |
No
|
Yes
|