COMPARE · Data as of August 21, 2026
MELI vs SE
Verdict: Side-by-side breakdown using the Bull Rankings model. MELI scored 72.7, SE scored 80.0 — SE leads.
Compare another set
Different reporting periods. MELI's fundamentals are as of June 2026, but SE's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
MELI
MercadoLibre, Inc.
72.7
$1,921.96 · $97.4B
fundamentals as of
Score gap
7.3
SE leads
SE
Sea Limited
80
$117.24
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestSE45.4x
- Fastest growthMELI+41.2%
- Strongest balance sheetSE0.32
- Highest qualityMELI75 / 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.
Fundamentals, head-to-head
MELI
SE
$12.4bA-
FCF
$4.5bB
+41.2%A
Rev
+33.2%A
1.69C+
D/E
0.32A-
52.2xD
P/E
45.4xD
1.36B
PEG
1.70C+
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
MELI
SE
58% below
Price vs fair valuelower is cheaper
—
~-7%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+83%
1-yr DCF upside
—
+139%
5-yr DCF upside
—
+250%
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 $97.4b. Down 25% 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 +17% 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. $97.4b 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 52.2x 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.
SESea Limited
Why now
Internet Retail · market cap n/a. Down 41% from 52-week high of $199.30 — deep drawdown territory. Revenue growing +33% — in hypergrowth territory. 28 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $155.29 (implying +32% upside).
Moat
ROE 13% 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 41% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.51 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 45x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
SE leads MELI by 7.3 points (80.0 to 72.7), its sharpest advantage coming in D/E (grade A-). A contrarian could still prefer MELI, which trades about 58% below our DCF fair value — a margin of safety the score doesn't reward.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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.