MELI vs VRT: Which Is the Better Buy?
Side-by-side comparison of MercadoLibre, Inc. and Vertiv Holdings Co — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
MercadoLibre, Inc. · Consumer Cyclical
$1,767.42
+41.4% upside to fair value
High Conviction
Grade A
VS
Vertiv Holdings Co · Industrials
$307.34
-11.3% upside to fair value
Grade D
High Quality
QuantHub Verdict
MELI has more upside to fair value
(+41.4%).
MELI trades at a lower forward P/E
(35.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MELI |
VRT |
| Current Price |
$1,767.42 |
$307.34 |
| Fair Value Estimate |
$2,500.00 |
$272.65 |
| Upside to Fair Value |
+41.4%
|
-11.3%
|
| Market Cap |
$89.6B |
$117.6B |
| Forward P/E |
35.0x
|
88.2x
|
| EV / EBITDA |
18.5x
|
55.3x
|
| Price / Sales |
3.1x
|
11.5x
|
| Price / FCF |
8.9x
|
61.2x
|
| Revenue Growth YoY |
+39.1%
|
+7.6%
|
| Gross Margin |
44.5%
|
34.8%
|
| Operating Margin |
11.1%
|
18.2%
|
| Return on Equity |
33.7%
|
40.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
12.1%
|
1.63%
|
| 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…
Vertiv Holdings Co operates as a global leader in digital critical infrastructure, providing technology products and solutions primarily for data centers, telecom, and AI-driven markets. The company demonstrates strong business quality with 40.3% return on equity, 7.6% revenue growth, and 11.8% earnings growth year-over-year, supported by a robust $1.89 billion free cash flow and a $15 billion ba…
Accumulation Zones
| Metric |
MELI |
VRT |
| Zone Low |
$1,875.00 |
$204.49 |
| Zone High |
$2,125.00 |
$231.75 |
| In Buy Zone? |
Yes
|
No
|