GOOGL vs MELI: Which Is the Better Buy?

Side-by-side comparison of Alphabet Inc. and MercadoLibre, Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-25.
Alphabet Inc. ยท Communication Services
$342.36
+16.6% upside to fair value
Med Conviction Grade B High Quality
VS
MercadoLibre, Inc. ยท Consumer Cyclical
$1,828.94
+25.8% upside to fair value
Med Conviction Grade B+ High Quality
QuantHub Verdict
MELI has more upside to fair value (+25.8%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric GOOGL MELI
Current Price $342.36 $1,828.94
Fair Value Estimate $399.26 $2,300.00
Upside to Fair Value +16.6% +25.8%
Market Cap $4,143.3B $92.7B
Forward P/E โ€” โ€”
EV / EBITDA 12.9x 33.0x
Price / Sales 9.3x 2.6x
Price / FCF 78.1x 7.4x
Revenue Growth YoY +24.2% +49.8%
Gross Margin 60.9% 42.7%
Operating Margin 33.1% 8.3%
Return on Equity 50.8% 26.5%
Dividend Yield 0.25% 0%
FCF Yield 1.28% 13.44%
Analyst Consensus Strong Buy Buy
Investment Thesis
GOOGL โ€” Alphabet Inc.
Alphabet is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over yโ€ฆ
MELI โ€” MercadoLibre, Inc.
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%, aโ€ฆ
Accumulation Zones
Metric GOOGL MELI
Zone Low $299.44 $1,725.00
Zone High $339.37 $1,955.00
In Buy Zone? No Yes
โ† GOOGL Research    MELI Research โ†’    All Research