DIS vs MELI: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and MercadoLibre, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-10.
The Walt Disney Company · Communication Services
$96.16
+45.0% upside to fair value
Grade B
VS
MercadoLibre, Inc. · Consumer Cyclical
$1,635.15
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
DIS trades at a lower forward P/E
(15.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
MELI |
| Current Price |
$96.16 |
$1,635.15 |
| Fair Value Estimate |
$139.43 |
$2,370.97 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$167.0B |
$82.9B |
| Forward P/E |
15.4x
|
43.2x
|
| EV / EBITDA |
10.8x
|
27.0x
|
| Price / Sales |
1.7x
|
2.6x
|
| Price / FCF |
23.5x
|
7.7x
|
| Revenue Growth YoY |
+6.5%
|
+49.0%
|
| Gross Margin |
37.2%
|
43.9%
|
| Operating Margin |
15.5%
|
9.6%
|
| Return on Equity |
10.3%
|
29.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
4.26%
|
12.92%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Walt Disney Company operates as a leading global entertainment and media conglomerate with a strong brand portfolio and diversified revenue streams across media networks, parks, experiences, and studio entertainment. The business quality is medium due to its durable brand and intangible assets but recent earnings pressure with a 31.4% decline in earnings in the most recent quarter highlights …
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 …
Accumulation Zones
| Metric |
DIS |
MELI |
| Zone Low |
$104.57 |
$1,778.23 |
| Zone High |
$118.52 |
$2,015.32 |
| In Buy Zone? |
Yes
|
Yes
|