GEV vs MELI: Which Is the Better Buy?
Side-by-side comparison of GE Vernova Inc. and MercadoLibre, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-25.
GE Vernova Inc. · Industrials
$1,014.75
-16.2% upside to fair value
Med Conviction
Grade C+
VS
MercadoLibre, Inc. · Consumer Cyclical
$1,635.15
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
MELI has more upside to fair value
(+45.0%).
GEV trades at a lower forward P/E
(34.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GEV |
MELI |
| Current Price |
$1,014.75 |
$1,635.15 |
| Fair Value Estimate |
$850.00 |
$2,370.97 |
| Upside to Fair Value |
-16.2%
|
+45.0%
|
| Market Cap |
$270.3B |
$82.9B |
| Forward P/E |
34.3x
|
43.2x
|
| EV / EBITDA |
25.6x
|
27.0x
|
| Price / Sales |
6.6x
|
2.6x
|
| Price / FCF |
22.0x
|
7.7x
|
| Revenue Growth YoY |
+15.0%
|
+49.0%
|
| Gross Margin |
21.3%
|
43.9%
|
| Operating Margin |
5.9%
|
9.6%
|
| Return on Equity |
30.0%
|
29.6%
|
| Dividend Yield |
0.17% |
0% |
| FCF Yield |
4.5%
|
12.92%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
GE Vernova is the premier pure-play on the electricity side of the AI infrastructure supercycle. Its Power (heavy-duty gas turbines) and Electrification (grid equipment) segments are structurally supply-constrained, backed by a record $176B backlog that management says is 'mostly sold out through 2030.' The company raised FY2026 guidance for a second straight quarter to $45.5-46.5B revenue and $1…
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 |
GEV |
MELI |
| Zone Low |
$640.00 |
$1,778.23 |
| Zone High |
$723.00 |
$2,015.32 |
| In Buy Zone? |
No
|
Yes
|