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 2026-05-09.
MercadoLibre, Inc. · Consumer Cyclical
$1,632.52
+45.0% upside to fair value
Grade B
High Quality
VS
NIKE, Inc. · Consumer Cyclical
$42.62
+38.4% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
MELI has more upside to fair value
(+45.0%).
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 |
$1,632.52 |
$42.62 |
| Fair Value Estimate |
$2,367.15 |
$58.98 |
| Upside to Fair Value |
+45.0%
|
+38.4%
|
| Market Cap |
$82.8B |
$63.0B |
| Forward P/E |
43.1x
|
27.9x
|
| EV / EBITDA |
22.5x
|
20.7x
|
| Price / Sales |
2.7x
|
1.4x
|
| Price / FCF |
7.2x
|
19.4x
|
| Revenue Growth YoY |
+30.0%
|
-9.8%
|
| Gross Margin |
45.5%
|
42.7%
|
| Operating Margin |
9.9%
|
8.0%
|
| Return on Equity |
29.6%
|
24.4%
|
| Dividend Yield |
0% |
3.8% |
| FCF Yield |
13.89%
|
5.2%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
MercadoLibre, Inc. operates a leading e-commerce and fintech platform in Latin America, combining a dominant commerce marketplace with a rapidly growing fintech segment. The company benefits from a durable competitive moat driven by network effects, strong brand recognition, and a comprehensive logistics infrastructure. Despite a recent earnings growth decline of 15.6% in the most recent quarter,…
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 |
$1,775.36 |
$44.23 |
| Zone High |
$2,012.08 |
$50.13 |
| In Buy Zone? |
Yes
|
Yes
|