MELI vs NKE: Which Is the Better Buy?
Side-by-side comparison of MercadoLibre, Inc. and NIKE, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
MercadoLibre, Inc. · Consumer Cyclical
$1,767.42
+41.4% upside to fair value
High Conviction
Grade A
VS
NIKE, Inc. · Consumer Cyclical
$42.62
+45.5% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
NKE has more upside to fair value
(+45.5%).
NKE trades at a lower forward P/E
(27.9x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MELI |
NKE |
| Current Price |
$1,767.42 |
$42.62 |
| Fair Value Estimate |
$2,500.00 |
$62.00 |
| Upside to Fair Value |
+41.4%
|
+45.5%
|
| Market Cap |
$89.6B |
$63.0B |
| Forward P/E |
35.0x
|
27.9x
|
| EV / EBITDA |
18.5x
|
20.7x
|
| Price / Sales |
3.1x
|
1.4x
|
| Price / FCF |
8.9x
|
19.4x
|
| Revenue Growth YoY |
+39.1%
|
-9.8%
|
| Gross Margin |
44.5%
|
42.7%
|
| Operating Margin |
11.1%
|
8.0%
|
| Return on Equity |
33.7%
|
24.4%
|
| Dividend Yield |
0% |
3.8% |
| FCF Yield |
12.1%
|
5.2%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
MercadoLibre is the dominant e-commerce and fintech ecosystem across Latin America, operating the largest marketplace and digital payments platform in a region with 670M+ people where e-commerce penetration is still under 15%. Revenue grew 39% to $28.9B in FY2025 with $10.8B in free cash flow — a 12% FCF yield at current prices. The company is trading at its 5-year P/S minimum (3.1x) and P/FCF mi…
Nike is the world's largest athletic footwear and apparel company with $46.3B in FY2025 revenue, operating across 190+ countries with the Nike, Jordan, and Converse brands. The stock trades near its 9-year low at $42.62 after an 11% single-day crash following a Q3 FY2026 earnings report that showed 35% net income decline and weak Q4 guidance calling for a further 2-4% revenue decline. FY2025 reve…
Accumulation Zones
| Metric |
MELI |
NKE |
| Zone Low |
$1,875.00 |
$44.00 |
| Zone High |
$2,125.00 |
$50.00 |
| In Buy Zone? |
Yes
|
Yes
|