MELI vs ORCL: Which Is the Better Buy?
Side-by-side comparison of MercadoLibre, Inc. and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-23.
MercadoLibre, Inc. · Consumer Cyclical
$1,828.94
+25.8% upside to fair value
Med Conviction
Grade B+
High Quality
VS
Oracle Corporation · Technology
$149.12
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MELI |
ORCL |
| Current Price |
$1,828.94 |
$149.12 |
| Fair Value Estimate |
$2,300.00 |
$216.22 |
| Upside to Fair Value |
+25.8%
|
+45.0%
|
| Market Cap |
$92.7B |
$429.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
14.6x
|
| Price / Sales |
2.6x
|
6.0x
|
| Price / FCF |
7.4x
|
—
|
| Revenue Growth YoY |
+49.8%
|
+29.6%
|
| Gross Margin |
42.7%
|
63.9%
|
| Operating Margin |
8.3%
|
32.4%
|
| Return on Equity |
26.5%
|
42.6%
|
| Dividend Yield |
0% |
1.34% |
| FCF Yield |
13.44%
|
—
|
| 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…
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
Accumulation Zones
| Metric |
MELI |
ORCL |
| Zone Low |
$1,725.00 |
$162.16 |
| Zone High |
$1,955.00 |
$183.79 |
| In Buy Zone? |
Yes
|
Yes
|