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 2026-06-20.
The Walt Disney Company · Communication Services
$103.89
+45.0% upside to fair value
Grade B
High Quality
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
(16.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
MELI |
| Current Price |
$103.89 |
$1,635.15 |
| Fair Value Estimate |
$150.64 |
$2,370.97 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$180.4B |
$82.9B |
| Forward P/E |
16.6x
|
43.2x
|
| EV / EBITDA |
11.4x
|
27.0x
|
| Price / Sales |
1.9x
|
2.6x
|
| Price / FCF |
25.4x
|
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 |
3.94%
|
12.92%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Walt Disney Company operates as a diversified entertainment conglomerate with strong positions in media networks, parks and experiences, and sports. The company benefits from a durable competitive moat driven by its iconic brand, extensive content library, and integrated ecosystem spanning streaming, theatrical, and physical experiences. Despite a 31.4% decline in earnings in the most recent …
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 |
$112.98 |
$1,778.23 |
| Zone High |
$128.04 |
$2,015.32 |
| In Buy Zone? |
Yes
|
Yes
|