MELI vs WDC: Which Is the Better Buy?
Side-by-side comparison of MercadoLibre, Inc. and Western Digital Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-19.
MercadoLibre, Inc. · Consumer Cyclical
$1,828.94
+25.8% upside to fair value
Med Conviction
Grade B+
High Quality
VS
Western Digital Corporation · Technology
$441.36
-16.8% 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 |
WDC |
| Current Price |
$1,828.94 |
$441.36 |
| Fair Value Estimate |
$2,300.00 |
$367.30 |
| Upside to Fair Value |
+25.8%
|
-16.8%
|
| Market Cap |
$92.7B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
17.4x
|
| Price / Sales |
2.6x
|
11.8x
|
| Price / FCF |
7.4x
|
47.3x
|
| Revenue Growth YoY |
+49.8%
|
+43.8%
|
| Gross Margin |
42.7%
|
48.9%
|
| Operating Margin |
8.3%
|
34.9%
|
| Return on Equity |
26.5%
|
118.6%
|
| Dividend Yield |
0% |
0.12% |
| FCF Yield |
13.44%
|
2.12%
|
| Analyst Consensus |
Buy
|
Strong 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…
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, opera…
Accumulation Zones
| Metric |
MELI |
WDC |
| Zone Low |
$1,725.00 |
$275.48 |
| Zone High |
$1,955.00 |
$312.20 |
| In Buy Zone? |
Yes
|
No
|