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 2026-09-18.
MercadoLibre, Inc. · Consumer Cyclical
$1,828.94
+25.8% upside to fair value
Med Conviction
Grade B+
High Quality
VS
Nebius Group N.V. · Technology
$217.99
+45.0% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
NBIS has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MELI |
NBIS |
| Current Price |
$1,828.94 |
$217.99 |
| Fair Value Estimate |
$2,300.00 |
$316.09 |
| Upside to Fair Value |
+25.8%
|
+45.0%
|
| Market Cap |
$92.7B |
$52.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
56.8x
|
| Price / Sales |
2.6x
|
38.6x
|
| Price / FCF |
7.4x
|
—
|
| Revenue Growth YoY |
+49.8%
|
+454.0%
|
| Gross Margin |
42.7%
|
58.6%
|
| Operating Margin |
8.3%
|
-49.3%
|
| Return on Equity |
26.5%
|
0.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
13.44%
|
—
|
| Analyst Consensus |
Buy
|
Strong Buy
|
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…
Nebius Group N.V. is an Amsterdam-based AI infrastructure company, formerly Yandex N.V., that builds end-to-end GPU cloud clusters, cloud platforms and developer tools for demanding AI workloads, alongside Toloka AI data solutions, TripleTen education and Avride autonomous driving. The business is growing explosively, with revenue up 454.0% year over year in the most recent quarter, and it has de…
Accumulation Zones
| Metric |
MELI |
NBIS |
| Zone Low |
$1,725.00 |
$237.07 |
| Zone High |
$1,955.00 |
$268.68 |
| In Buy Zone? |
Yes
|
Yes
|