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 2026-06-20.
MercadoLibre, Inc. · Consumer Cyclical
$1,635.15
+45.0% upside to fair value
Grade B
High Quality
VS
Netflix, Inc. · Communication Services
$77.38
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NFLX trades at a lower forward P/E
(24.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MELI |
NFLX |
| Current Price |
$1,635.15 |
$77.38 |
| Fair Value Estimate |
$2,370.97 |
$112.20 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$82.9B |
$325.8B |
| Forward P/E |
43.2x
|
24.5x
|
| EV / EBITDA |
27.0x
|
9.7x
|
| Price / Sales |
2.6x
|
7.0x
|
| Price / FCF |
7.7x
|
27.4x
|
| Revenue Growth YoY |
+49.0%
|
+16.2%
|
| Gross Margin |
43.9%
|
49.0%
|
| Operating Margin |
9.6%
|
29.7%
|
| Return on Equity |
29.6%
|
49.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
12.92%
|
3.65%
|
| Analyst Consensus |
Strong Buy
|
Strong 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 …
Netflix, Inc. operates a global streaming entertainment platform with a durable competitive moat driven by its massive scale, significant content investment, and advanced technology and data capabilities. The company benefits from strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, supported by a subscriber base exceeding 300 million and expanding advertising r…
Accumulation Zones
| Metric |
MELI |
NFLX |
| Zone Low |
$1,778.23 |
$84.15 |
| Zone High |
$2,015.32 |
$95.37 |
| In Buy Zone? |
Yes
|
Yes
|