MELI vs MS: Which Is the Better Buy?
Side-by-side comparison of MercadoLibre, Inc. and Morgan Stanley — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-16.
MercadoLibre, Inc. · Consumer Cyclical
$1,828.94
+25.8% upside to fair value
Med Conviction
Grade B+
High Quality
VS
Morgan Stanley · Financial Services
$206.27
+15.9% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
MELI has more upside to fair value
(+25.8%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MELI |
MS |
| Current Price |
$1,828.94 |
$206.27 |
| Fair Value Estimate |
$2,300.00 |
$239.00 |
| Upside to Fair Value |
+25.8%
|
+15.9%
|
| Market Cap |
$92.7B |
$325.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
23.5x
|
| Price / Sales |
2.6x
|
2.6x
|
| Price / FCF |
7.4x
|
—
|
| Revenue Growth YoY |
+49.8%
|
+22.4%
|
| Gross Margin |
42.7%
|
59.7%
|
| Operating Margin |
8.3%
|
20.7%
|
| Return on Equity |
26.5%
|
18.1%
|
| Dividend Yield |
0% |
2.01% |
| FCF Yield |
13.44%
|
—
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
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%, a…
Morgan Stanley is a diversified capital-markets and wealth-management franchise spanning institutional securities, advisor-led and self-directed wealth, workplace services, and investment management. Business quality is solid but inherently cyclical: it combines $8.084 trillion of wealth client assets and $2.004 trillion of investment-management AUM/AUS with a strengthening 15.5% institutional pe…
Accumulation Zones
| Metric |
MELI |
MS |
| Zone Low |
$1,725.00 |
$179.25 |
| Zone High |
$1,955.00 |
$203.15 |
| In Buy Zone? |
Yes
|
No
|