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 2026-05-04.
The Walt Disney Company · Communication Services
$101.31
+66.6% upside to fair value
Grade B
VS
MercadoLibre, Inc. · Consumer Cyclical
$1,767.42
+41.4% upside to fair value
High Conviction
Grade A
QuantHub Verdict
DIS has more upside to fair value
(+66.6%).
DIS trades at a lower forward P/E
(14.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
MELI |
| Current Price |
$101.31 |
$1,767.42 |
| Fair Value Estimate |
$168.80 |
$2,500.00 |
| Upside to Fair Value |
+66.6%
|
+41.4%
|
| Market Cap |
$179.5B |
$89.6B |
| Forward P/E |
14.8x
|
35.0x
|
| EV / EBITDA |
11.4x
|
18.5x
|
| Price / Sales |
1.9x
|
3.1x
|
| Price / FCF |
25.4x
|
8.9x
|
| Revenue Growth YoY |
+5.2%
|
+39.1%
|
| Gross Margin |
37.3%
|
44.5%
|
| Operating Margin |
14.2%
|
11.1%
|
| Return on Equity |
11.3%
|
33.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.93%
|
12.1%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Walt Disney Company operates as a diversified entertainment giant with strong competitive advantages from its vast intellectual property portfolio, global theme parks, and growing direct-to-consumer streaming platforms. The company demonstrates medium business quality with a durable moat supported by iconic brands and infrastructure, but faces execution risks in streaming profitability and pa…
MercadoLibre is the dominant e-commerce and fintech ecosystem across Latin America, operating the largest marketplace and digital payments platform in a region with 670M+ people where e-commerce penetration is still under 15%. Revenue grew 39% to $28.9B in FY2025 with $10.8B in free cash flow — a 12% FCF yield at current prices. The company is trading at its 5-year P/S minimum (3.1x) and P/FCF mi…
Accumulation Zones
| Metric |
DIS |
MELI |
| Zone Low |
$126.60 |
$1,875.00 |
| Zone High |
$143.48 |
$2,125.00 |
| In Buy Zone? |
Yes
|
Yes
|