MELI vs TMO: Which Is the Better Buy?
Side-by-side comparison of MercadoLibre, Inc. and Thermo Fisher Scientific Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
MercadoLibre, Inc. · Consumer Cyclical
$1,767.42
+41.4% upside to fair value
High Conviction
Grade A
VS
Thermo Fisher Scientific Inc. · Healthcare
$462.60
+10.1% upside to fair value
Grade B
QuantHub Verdict
MELI has more upside to fair value
(+41.4%).
TMO trades at a lower forward P/E
(25.1x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MELI |
TMO |
| Current Price |
$1,767.42 |
$462.60 |
| Fair Value Estimate |
$2,500.00 |
$509.20 |
| Upside to Fair Value |
+41.4%
|
+10.1%
|
| Market Cap |
$89.6B |
$171.9B |
| Forward P/E |
35.0x
|
25.1x
|
| EV / EBITDA |
18.5x
|
19.0x
|
| Price / Sales |
3.1x
|
3.8x
|
| Price / FCF |
8.9x
|
25.5x
|
| Revenue Growth YoY |
+39.1%
|
+6.2%
|
| Gross Margin |
44.5%
|
39.4%
|
| Operating Margin |
11.1%
|
17.8%
|
| Return on Equity |
33.7%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
12.1%
|
3.92%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
MercadoLibre is the dominant e-commerce and fintech ecosystem across Latin America, operating the largest marketplace and digital payments platform in a region with 670M+ people where e-commerce penetration is still under 15%. Revenue grew 39% to $28.9B in FY2025 with $10.8B in free cash flow — a 12% FCF yield at current prices. The company is trading at its 5-year P/S minimum (3.1x) and P/FCF mi…
Thermo Fisher Scientific Inc. operates in the healthcare sector, specializing in medical diagnostics and research tools across four main segments: Laboratory Products and Biopharma Services, Life Sciences Solutions, Analytical Instruments, and Specialty Diagnostics. The company demonstrates medium business quality with steady revenue growth of 6.2% and earnings growth of 9.6% in the most recent q…
Accumulation Zones
| Metric |
MELI |
TMO |
| Zone Low |
$1,875.00 |
$381.90 |
| Zone High |
$2,125.00 |
$432.82 |
| In Buy Zone? |
Yes
|
No
|