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 2026-07-01.
MercadoLibre, Inc. · Consumer Cyclical
$1,635.15
+45.0% upside to fair value
Grade B
High Quality
VS
NIKE, Inc. · Consumer Cyclical
$41.05
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NKE trades at a lower forward P/E
(19.6x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MELI |
NKE |
| Current Price |
$1,635.15 |
$41.05 |
| Fair Value Estimate |
$2,370.97 |
$59.52 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$82.9B |
$60.7B |
| Forward P/E |
43.2x
|
19.6x
|
| EV / EBITDA |
27.0x
|
14.2x
|
| Price / Sales |
2.6x
|
1.3x
|
| Price / FCF |
7.7x
|
57.9x
|
| Revenue Growth YoY |
+49.0%
|
-1.1%
|
| Gross Margin |
43.9%
|
42.9%
|
| Operating Margin |
9.6%
|
8.2%
|
| Return on Equity |
29.6%
|
22.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
12.92%
|
1.73%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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 …
NIKE, Inc. is a leading global athletic footwear and apparel company with a durable competitive moat supported by its strong brand, scale, and global distribution infrastructure. The company is currently led by CEO Elliott Hill, a seasoned Nike veteran who returned in October 2024 to navigate intensifying competition and channel complexity. Despite its market leadership and solid profitability me…
Accumulation Zones
| Metric |
MELI |
NKE |
| Zone Low |
$1,778.23 |
$44.64 |
| Zone High |
$2,015.32 |
$50.59 |
| In Buy Zone? |
Yes
|
Yes
|