COMPARE · Data as of August 24, 2026
EBAY vs MELI
Verdict: Side-by-side breakdown using the Bull Rankings model. EBAY scored 56.1, MELI scored 72.8 — MELI leads.
Compare another set
EBAY
eBay Inc.
56.1
$107.08 · $47.7B
fundamentals as of
Score gap
16.7
MELI leads
MELI
MercadoLibre, Inc.
72.8
$1,947.90 · $98.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestEBAY21.9x
- Fastest growthMELI+41.2%
- Strongest balance sheetEBAY1.53
- Highest qualityEBAY80 / 100
- Largest discount to fair valueMELI-58%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
EBAY
stronger →← stronger
MELI
80
Qualityreturns · margins · balance sheet
75
80
Growthrevenue & earnings expansion
98
28
Valuevaluation vs sector peers
53
MELI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
EBAY
MELI
$2.4bB
FCF
$12.4bA-
+14.7%B+
Rev
+41.2%A
1.53C+
D/E
1.69C+
21.9xB
P/E
53.0xD
1.59C+
PEG
1.37B
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
EBAY
MELI
47% above
Price vs fair valuelower is cheaper
58% below
~17%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-7%/yr
-37%
1-yr DCF upside
+80%
-32%
5-yr DCF upside
+135%
-23%
10-yr DCF upside
+245%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
EBAY
Why this score
- Buying back stock
- Raising its dividend
- Durable high returns
MELI
Why this score
- Durable high returns
The companies
EBAYeBay Inc.
Why now
Internet Retail · market cap $47.7b. 10% off the 52-week high of $119.31. Revenue growing +15%, comfortably above the S&P median. 27 sell-side analysts rate this a Hold with a mean 1-yr target of $116.15 (implying +8% upside).
Moat
Net margin 19% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 48% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 109% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
E-commerce competition — Amazon, Walmart, Shein, and Temu have each forced the rest of the category to compete on price, fulfillment speed, or assortment; sustaining margins requires one of those being structurally defended.
MELIMercadoLibre, Inc.
Why now
Internet Retail · market cap $98.8b. Down 24% from 52-week high of $2548.50 — deep drawdown territory. Revenue growing +41% — in hypergrowth territory. 24 sell-side analysts rate this a Buy with a mean 1-yr target of $2,257 (implying +16% upside).
Moat
ROE 24% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong. $98.8b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Trailing P/E 53.0x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. E-commerce competition — Amazon, Walmart, Shein, and Temu have each forced the rest of the category to compete on price, fulfillment speed, or assortment; sustaining margins requires one of those being structurally defended.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where EBAY and MELI diverge
On the headline score the gap is 16.7 points in favor of MELI. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueEBAY 27.8 · MELI 52.6MELI +24.8
- GrowthEBAY 80.0 · MELI 98.1MELI +18.1
- QualityEBAY 79.7 · MELI 74.8EBAY +4.9
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.