MercadoLibre, Inc. (MELI) vs Cloudflare, Inc. (NET)

A side-by-side comparison of MercadoLibre, Inc. and Cloudflare, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 14, 2026. Differences are shown without an overall score or investment verdict.

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Different business models: MELI is classified in Consumer Cyclical; NET is classified in Technology. Margin, capital intensity, and valuation differences should be interpreted in that sector context.

Total returnMELI vs NET

growth of $100 · dividends reinvested · last 7y
MELI +220.1% (+18.1%/yr)NET +1737.9% (+51.6%/yr)NET compounded faster over this window
Log scale — wide-divergence pair
101001k10kStart $100202120232025$320$1,838
MELI NET

MELI vs NET: by the numbers

  • NET is the larger company ($112.04B vs $93.52B market cap).
  • MELI is profitable (5.30% net margin) while NET runs a net loss (-8.21%).
  • MELI grew revenue faster over the past five years (44.82% vs 36.49% CAGR).

Metrics side by side

Valuation

MetricMELINET
P/E ratio49.75N/A
Forward P/E47.52276.28
P/S ratio2.6346.66
P/B ratio11.8372.36
EV / EBITDA26.26N/A
FCF yield13.44%0.39%

Profitability

MetricMELINET
Gross margin42.68%72.58%
Operating margin8.26%-14.11%
Net margin5.30%-8.21%
ROE23.78%-12.73%
ROIC11.78%-4.10%

Growth (annualized)

MetricMELINET
Revenue CAGR (5Y)44.82%36.49%
FCF CAGR (5Y)129.42%N/A
Total return CAGR (5Y)-0.25%22.13%

Frequently asked

Which has grown faster, MELI or NET?
Over the past five years, MELI grew revenue faster — MELI at a 44.82% CAGR versus NET at 36.49%.
Is MELI or NET more profitable?
MELI runs the higher net margin — MELI at 5.30% versus NET at -8.21%.
How have MELI and NET total returns compared?
Over the past 5 years, MELI delivered 26.94% and NET delivered 22.13% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified August 14, 2026.