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 September 13, 2026. Differences are shown without an overall score or investment verdict.
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.
MELI
MercadoLibre, Inc.
$1,712.41Consumer CyclicalDelayed quote: Sep 28, 2026, 4:00 PM EDT
NET
Cloudflare, Inc.
$354.21TechnologyDelayed quote: Sep 28, 2026, 4:00 PM EDT
Total return — MELI vs NET
growth of $100 · dividends reinvested · last 7yMELI +232.2% (+18.7%/yr)NET +1602.9% (+49.9%/yr)NET compounded faster over this window
Log scale — wide-divergence pair
MELI NET
MELI vs NET: by the numbers
- •NET is the larger company ($125.72B vs $86.81B 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
| Metric | MELI | NET |
|---|---|---|
| P/E ratio | 46.60 | N/A |
| Forward P/E | 45.16 | 280.80 |
| P/S ratio | 2.47 | 50.04 |
| P/B ratio | 11.08 | 77.61 |
| EV / EBITDA | 24.75 | N/A |
| FCF yield | 13.73% | 0.30% |
Profitability
| Metric | MELI | NET |
|---|---|---|
| Gross margin | 42.68% | 72.58% |
| Operating margin | 8.26% | -14.11% |
| Net margin | 5.30% | -8.21% |
| ROE | 23.78% | -12.73% |
| ROIC | 11.63% | -6.90% |
Growth (annualized)
| Metric | MELI | NET |
|---|---|---|
| Revenue CAGR (5Y) | 44.82% | 36.49% |
| FCF CAGR (5Y) | 129.42% | N/A |
| Total return CAGR (5Y) | 0.53% | 19.17% |
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 0.53% and NET delivered 19.17% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
MercadoLibre P/E ratioMercadoLibre ROECloudflare ROEMercadoLibre operating marginCloudflare operating marginMercadoLibre revenue growthCloudflare revenue growthMercadoLibre free cash flowCloudflare free cash flow
MercadoLibre & Cloudflare appear in these rankings
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 September 13, 2026.