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 2026-09-24.
The Walt Disney Company · Communication Services
$103.49
+32.3% upside to fair value
Med Conviction
Grade B
High Quality
VS
MercadoLibre, Inc. · Consumer Cyclical
$1,828.94
+25.8% upside to fair value
Med Conviction
Grade B+
High Quality
QuantHub Verdict
DIS has more upside to fair value
(+32.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DIS |
MELI |
| Current Price |
$103.49 |
$1,828.94 |
| Fair Value Estimate |
$136.94 |
$2,300.00 |
| Upside to Fair Value |
+32.3%
|
+25.8%
|
| Market Cap |
$179.7B |
$92.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
9.5x
|
33.0x
|
| Price / Sales |
1.8x
|
2.6x
|
| Price / FCF |
21.7x
|
7.4x
|
| Revenue Growth YoY |
+6.8%
|
+49.8%
|
| Gross Margin |
37.6%
|
42.7%
|
| Operating Margin |
16.0%
|
8.3%
|
| Return on Equity |
7.9%
|
26.5%
|
| Dividend Yield |
1.45% |
0% |
| FCF Yield |
4.61%
|
13.44%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
The Walt Disney Company operates a global entertainment empire spanning two primary divisions: Disney Media and Entertainment Distribution, which houses the ABC, ESPN, Disney, Freeform, FX, Fox, National Geographic and Star networks along with the Walt Disney Pictures, Twentieth Century Studios, Marvel, Lucasfilm, Pixar and Searchlight Pictures studios and the Disney+, Disney+ Hotstar, ESPN+, Hul…
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 |
DIS |
MELI |
| Zone Low |
$102.70 |
$1,725.00 |
| Zone High |
$116.40 |
$1,955.00 |
| In Buy Zone? |
Yes
|
Yes
|