KO vs MELI: Which Is the Better Buy?
Side-by-side comparison of The Coca-Cola Company and MercadoLibre, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
The Coca-Cola Company · Consumer Defensive
$78.19
-7.8% upside to fair value
Grade D
High Quality
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%).
KO trades at a lower forward P/E
(24.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
KO |
MELI |
| Current Price |
$78.19 |
$1,767.42 |
| Fair Value Estimate |
$72.12 |
$2,500.00 |
| Upside to Fair Value |
-7.8%
|
+41.4%
|
| Market Cap |
$336.5B |
$89.6B |
| Forward P/E |
24.6x
|
35.0x
|
| EV / EBITDA |
19.9x
|
18.5x
|
| Price / Sales |
6.8x
|
3.1x
|
| Price / FCF |
26.8x
|
8.9x
|
| Revenue Growth YoY |
+12.1%
|
+39.1%
|
| Gross Margin |
61.7%
|
44.5%
|
| Operating Margin |
29.3%
|
11.1%
|
| Return on Equity |
43.6%
|
33.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.73%
|
12.1%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Coca-Cola Company is a leading global beverage company specializing in non-alcoholic drinks with a diversified portfolio including sparkling soft drinks, juices, water, coffee, and energy beverages. The business quality is high due to its durable brand moat, consistent earnings growth, and strong operational efficiency, reflected in a 43.6% return on equity and 12.1% revenue growth in the mos…
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 |
KO |
MELI |
| Zone Low |
$54.09 |
$1,875.00 |
| Zone High |
$61.30 |
$2,125.00 |
| In Buy Zone? |
No
|
Yes
|