MELI vs NFLX: Which Is the Better Buy?
Side-by-side comparison of MercadoLibre, Inc. and Netflix, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-17.
MercadoLibre, Inc. · Consumer Cyclical
$1,828.94
+25.8% upside to fair value
Med Conviction
Grade B+
High Quality
VS
Netflix, Inc. · Communication Services
$76.41
+44.0% upside to fair value
High Conviction
Grade A
High Quality
QuantHub Verdict
NFLX has more upside to fair value
(+44.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MELI |
NFLX |
| Current Price |
$1,828.94 |
$76.41 |
| Fair Value Estimate |
$2,300.00 |
$110.00 |
| Upside to Fair Value |
+25.8%
|
+44.0%
|
| Market Cap |
$92.7B |
$318.2B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
10.6x
|
| Price / Sales |
2.6x
|
6.6x
|
| Price / FCF |
7.4x
|
29.1x
|
| Revenue Growth YoY |
+49.8%
|
+13.4%
|
| Gross Margin |
42.7%
|
49.1%
|
| Operating Margin |
8.3%
|
29.7%
|
| Return on Equity |
26.5%
|
48.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
13.44%
|
3.44%
|
| 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…
Netflix is a global subscription and advertising-supported entertainment platform with a high-quality brand, content engine, recommendation technology and distribution scale, evidenced by more than 97 billion viewing hours in the first half of 2026 and an audience approaching one billion people. Fundamentals remain strong: revenue grew 13.4% year over year in the most recent quarter, TTM gross, o…
Accumulation Zones
| Metric |
MELI |
NFLX |
| Zone Low |
$1,725.00 |
$82.50 |
| Zone High |
$1,955.00 |
$93.50 |
| In Buy Zone? |
Yes
|
Yes
|