COMPARE · Reviewed July 29, 2026
MELI vs SE
Verdict: Side-by-side breakdown using the Bull Rankings model. MELI scored 79.5, SE scored 84.0 — SE leads.
Compare another set
MELI
MercadoLibre, Inc.
79.5
$1,863.31 · $94.5B
fundamentals as of
Score gap
4.5
SE leads
SE
Sea Limited
84
$108.37
fundamentals as of
Fundamentals, head-to-head
MELI
SE
$11.8bA-
FCF
$4.8bB
+36.4%A
Rev
+36.4%A
1.70C+
D/E
0.28A-
49.3xC
P/E
42.8xC
1.12B+
PEG
1.50B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
MELI
SE
56% below
Price vs fair valuelower is cheaper
—
~-6%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+76%
1-yr DCF upside
—
+130%
5-yr DCF upside
—
+235%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
MELI
Why this score
- Durable high returns
SE
No notable signals flagged.
The companies
MELIMercadoLibre, Inc.
Why now
Internet Retail · market cap $94.5b. Down 27% from 52-week high of $2548.50 — deep drawdown territory. Revenue growing +36% — in hypergrowth territory. 24 sell-side analysts rate this a Buy with a mean 1-yr target of $2,215 (implying +19% upside).
Moat
ROE 26% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. 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. $94.5b 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 49x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. 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.
SESea Limited
Why now
Internet Retail · market cap n/a. Down 46% from 52-week high of $199.30 — deep drawdown territory. Revenue growing +36% — in hypergrowth territory. 28 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $142.26 (implying +31% upside).
Moat
ROE 15% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. 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.
Risk
Down 46% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.55 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 43x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
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.