MELI vs WMT: Which Is the Better Buy?
Side-by-side comparison of MercadoLibre, Inc. and Walmart Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
MercadoLibre, Inc. · Consumer Cyclical
$1,635.15
+45.0% upside to fair value
Grade B
High Quality
VS
Walmart Inc. · Consumer Defensive
$117.18
-39.6% upside to fair value
Grade C
High Quality
QuantHub Verdict
MELI has more upside to fair value
(+45.0%).
WMT trades at a lower forward P/E
(41.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MELI |
WMT |
| Current Price |
$1,635.15 |
$117.18 |
| Fair Value Estimate |
$2,370.97 |
$70.81 |
| Upside to Fair Value |
+45.0%
|
-39.6%
|
| Market Cap |
$82.9B |
$932.5B |
| Forward P/E |
43.2x
|
41.1x
|
| EV / EBITDA |
27.0x
|
20.7x
|
| Price / Sales |
2.6x
|
1.3x
|
| Price / FCF |
7.7x
|
74.3x
|
| Revenue Growth YoY |
+49.0%
|
+7.3%
|
| Gross Margin |
43.9%
|
25.0%
|
| Operating Margin |
9.6%
|
4.2%
|
| Return on Equity |
29.6%
|
24.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
12.92%
|
1.35%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
MercadoLibre is a leading Latin American e-commerce and fintech platform with a durable competitive moat driven by its integrated logistics and financial services stack. The company commands approximately 30 to 35 percent market share in e-commerce and over 30 percent in online payments in key markets like Brazil. It is founder-influenced with a long-tenured management team and reinvests heavily …
Walmart Inc. operates as a leading discount retailer with a strong competitive moat built on scale, cost leadership, and advanced logistics and technology infrastructure. The company benefits from a diversified revenue base with Walmart U.S. contributing 69%, International 18%, and Sam's Club 13%. Despite solid revenue growth of 7.3% and earnings growth of 25.9% in the most recent quarter, the st…
Accumulation Zones
| Metric |
MELI |
WMT |
| Zone Low |
$1,778.23 |
$53.11 |
| Zone High |
$2,015.32 |
$60.19 |
| In Buy Zone? |
Yes
|
No
|