MELI vs SBUX: Which Is the Better Buy?
Side-by-side comparison of MercadoLibre, Inc. and Starbucks Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-18.
MercadoLibre, Inc. · Consumer Cyclical
$1,828.94
+25.8% upside to fair value
Med Conviction
Grade B+
High Quality
VS
Starbucks Corporation · Consumer Cyclical
$96.67
+12.3% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
MELI has more upside to fair value
(+25.8%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MELI |
SBUX |
| Current Price |
$1,828.94 |
$96.67 |
| Fair Value Estimate |
$2,300.00 |
$108.52 |
| Upside to Fair Value |
+25.8%
|
+12.3%
|
| Market Cap |
$92.7B |
$110.2B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
22.0x
|
| Price / Sales |
2.6x
|
2.9x
|
| Price / FCF |
7.4x
|
30.4x
|
| Revenue Growth YoY |
+49.8%
|
-1.4%
|
| Gross Margin |
42.7%
|
31.7%
|
| Operating Margin |
8.3%
|
9.4%
|
| Return on Equity |
26.5%
|
-24.3%
|
| Dividend Yield |
0% |
2.57% |
| FCF Yield |
13.44%
|
3.29%
|
| Analyst Consensus |
Buy
|
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…
Starbucks is the world's largest specialty coffee retailer, operating company-owned and licensed coffeehouses across North America, International, and Channel Development segments, with a brand that has historically supported premium pricing and global scale. The business quality is currently strained: revenue declined 1.4% year over year in the most recent quarter, TTM operating margin is 9.4%, …
Accumulation Zones
| Metric |
MELI |
SBUX |
| Zone Low |
$1,725.00 |
$81.39 |
| Zone High |
$1,955.00 |
$92.24 |
| In Buy Zone? |
Yes
|
No
|