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 2026-05-09.
MercadoLibre, Inc. · Consumer Cyclical
$1,632.52
+45.0% upside to fair value
Grade B
High Quality
VS
Oracle Corporation · Technology
$175.08
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ORCL trades at a lower forward P/E
(30.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MELI |
ORCL |
| Current Price |
$1,632.52 |
$175.08 |
| Fair Value Estimate |
$2,367.15 |
$253.87 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$82.8B |
$503.5B |
| Forward P/E |
43.1x
|
30.8x
|
| EV / EBITDA |
22.5x
|
21.4x
|
| Price / Sales |
2.7x
|
7.9x
|
| Price / FCF |
7.2x
|
-20.4x
|
| Revenue Growth YoY |
+30.0%
|
+21.7%
|
| Gross Margin |
45.5%
|
66.4%
|
| Operating Margin |
9.9%
|
30.8%
|
| Return on Equity |
29.6%
|
57.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
13.89%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong 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,…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a strong legacy in database technology and a growing cloud business. The company benefits from a durable competitive moat supported by high insider ownership, experienced leadership, and a history of strategic acquisitions. Oracle's recent financials show robust revenue growth of 21.7% and earnings growth o…
Accumulation Zones
| Metric |
MELI |
ORCL |
| Zone Low |
$1,775.36 |
$190.40 |
| Zone High |
$2,012.08 |
$215.79 |
| In Buy Zone? |
Yes
|
Yes
|