MELI vs TTD: Which Is the Better Buy?
Side-by-side comparison of MercadoLibre, Inc. and The Trade Desk, 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
The Trade Desk, Inc. · Technology
$23.08
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
TTD trades at a lower forward P/E
(25.3x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MELI |
TTD |
| Current Price |
$1,632.52 |
$23.08 |
| Fair Value Estimate |
$2,367.15 |
$33.47 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$82.8B |
$10.8B |
| Forward P/E |
43.1x
|
25.3x
|
| EV / EBITDA |
22.5x
|
14.3x
|
| Price / Sales |
2.7x
|
3.6x
|
| Price / FCF |
7.2x
|
13.0x
|
| Revenue Growth YoY |
+30.0%
|
+11.8%
|
| Gross Margin |
45.5%
|
77.8%
|
| Operating Margin |
9.9%
|
20.3%
|
| Return on Equity |
29.6%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
13.89%
|
7.71%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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,…
The Trade Desk, Inc. operates a leading self-service, cloud-based programmatic advertising platform focused on demand-side platform services, primarily in connected TV and audio advertising. The company benefits from a durable competitive moat driven by network effects, high customer retention above 95%, and a founder-led management team with deep industry expertise. Despite solid revenue growth …
Accumulation Zones
| Metric |
MELI |
TTD |
| Zone Low |
$1,775.36 |
$25.10 |
| Zone High |
$2,012.08 |
$28.45 |
| In Buy Zone? |
Yes
|
Yes
|