GS vs MELI: Which Is the Better Buy?
Side-by-side comparison of The Goldman Sachs Group, Inc. and MercadoLibre, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
The Goldman Sachs Group, Inc. · Financial Services
$907.80
-3.1% upside to fair value
Low Conviction
Grade C+
VS
MercadoLibre, Inc. · Consumer Cyclical
$1,767.42
+41.4% upside to fair value
High Conviction
Grade A
QuantHub Verdict
MELI has more upside to fair value
(+41.4%).
GS trades at a lower forward P/E
(15.6x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GS |
MELI |
| Current Price |
$907.80 |
$1,767.42 |
| Fair Value Estimate |
$880.00 |
$2,500.00 |
| Upside to Fair Value |
-3.1%
|
+41.4%
|
| Market Cap |
$269.4B |
$89.6B |
| Forward P/E |
15.6x
|
35.0x
|
| EV / EBITDA |
29.7x
|
18.5x
|
| Price / Sales |
2.1x
|
3.1x
|
| Price / FCF |
—
|
8.9x
|
| Revenue Growth YoY |
+9.0%
|
+39.1%
|
| Gross Margin |
47.5%
|
44.5%
|
| Operating Margin |
17.5%
|
11.1%
|
| Return on Equity |
13.8%
|
33.7%
|
| Dividend Yield |
1.71% |
0% |
| FCF Yield |
—
|
12.1%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Goldman Sachs remains the premier global investment bank with dominant franchises in M&A advisory, equities trading, and asset management. FY2025 delivered $58.3B net revenues, 15% ROE, and $51.32 diluted EPS, powered by record equities trading and a resurgent IB pipeline. The stock has pulled back 8% from January highs near $985 but still trades at 2.27x book value, well above the 5-year median …
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 |
GS |
MELI |
| Zone Low |
$600.00 |
$1,875.00 |
| Zone High |
$680.00 |
$2,125.00 |
| In Buy Zone? |
No
|
Yes
|