MELI vs NBIS: Which Is the Better Buy?
Side-by-side comparison of MercadoLibre, Inc. and Nebius Group N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
MercadoLibre, Inc. · Consumer Cyclical
$1,635.15
+45.0% upside to fair value
Grade B
High Quality
VS
Nebius Group N.V. · Technology
$218.99
+11.9% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
MELI has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MELI |
NBIS |
| Current Price |
$1,635.15 |
$218.99 |
| Fair Value Estimate |
$2,370.97 |
$245.00 |
| Upside to Fair Value |
+45.0%
|
+11.9%
|
| Market Cap |
$82.9B |
$52.6B |
| Forward P/E |
43.2x
|
—
|
| EV / EBITDA |
27.0x
|
—
|
| Price / Sales |
2.6x
|
59.9x
|
| Price / FCF |
7.7x
|
—
|
| Revenue Growth YoY |
+49.0%
|
+684.0%
|
| Gross Margin |
43.9%
|
48.0%
|
| Operating Margin |
9.6%
|
-68.8%
|
| Return on Equity |
29.6%
|
—
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
12.92%
|
-4.7%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
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 …
Nebius Group is a fast-scaling neocloud GPU infrastructure provider spun out of Yandex's international assets, positioned at the center of the AI compute buildout with a validated capital relationship to Nvidia, which holds a 9.3% stake following a $2 billion investment. Revenue grew 684% year over year in Q1 2026 to $399 million, core AI cloud ARR reached $1.92 billion, and the company has locke…
Accumulation Zones
| Metric |
MELI |
NBIS |
| Zone Low |
$1,778.23 |
$184.00 |
| Zone High |
$2,015.32 |
$208.00 |
| In Buy Zone? |
Yes
|
No
|