Mercado Libre vs Dell Technologies

Mercado Libre and Dell Technologies are compared on business models, financial performance, and market context, presented in neutral, accessible language for readers. Educational content, not financial advice.

Mercado Libre and Dell Technologies are compared on business models, financial performance, and market context, presented in neutral, accessible language for readers. Educational content, not financia...

Comparison Snapshot

Key Financial Metrics

MELI

Metric

DELL

$112.17B

Market Cap

$76.83B

20.59%

Potential Profit

41.24%

Buy

Analyst Rating

Buy

Why It's Moving

MELI surges 3% as major institutions pile into the e-commerce giant.

LBP AM SA boosted its MELI position, while Generali added 5,000 shares worth $10.6 million, signaling confidence in near-term growth.
Institutions now own 87.62% of shares, with recent moves like Norges Bank's $698.8M stake underscoring broad appeal.
Analysts maintain a 'Moderate Buy' consensus from 16 firms, highlighting robust 39.5% YoY revenue growth in recent Q3 results.

Sentiment:

🐃Bullish

Dell Gears Up for Transformative 2026 with AI Investments and Major Overhaul Amid January Pullback

Shares dropped 9% in January, erasing $7.8B in market value from rising DRAM and NAND costs, but a massive $18.4B AI server backlog and $25B FY26 shipment guidance underscore enduring demand.
COO Jeff Clarke announced the 'biggest transformation in company history' starting May, standardizing processes to break silos, unify data, and accelerate AI workload deployment.
CEO Michael Dell vows heavy investments in storage, AI Factory expansions, and next-gen AI PCs, while CES unveiled consumer-focused laptops de-emphasizing AI hype in favor of practical upgrades.

Sentiment:

🐃Bullish

MELI surges 3% as major institutions pile into the e-commerce giant.

LBP AM SA boosted its MELI position, while Generali added 5,000 shares worth $10.6 million, signaling confidence in near-term growth.
Institutions now own 87.62% of shares, with recent moves like Norges Bank's $698.8M stake underscoring broad appeal.
Analysts maintain a 'Moderate Buy' consensus from 16 firms, highlighting robust 39.5% YoY revenue growth in recent Q3 results.

Sentiment:

🐃Bullish

Dell Gears Up for Transformative 2026 with AI Investments and Major Overhaul Amid January Pullback

Shares dropped 9% in January, erasing $7.8B in market value from rising DRAM and NAND costs, but a massive $18.4B AI server backlog and $25B FY26 shipment guidance underscore enduring demand.
COO Jeff Clarke announced the 'biggest transformation in company history' starting May, standardizing processes to break silos, unify data, and accelerate AI workload deployment.
CEO Michael Dell vows heavy investments in storage, AI Factory expansions, and next-gen AI PCs, while CES unveiled consumer-focused laptops de-emphasizing AI hype in favor of practical upgrades.

Sentiment:

🐃Bullish

Investment Analysis

Mercado Libre

MELI

Pros

Leading online marketplace in Latin America with a strong regional presence and growing e-commerce adoption.
Strong revenue growth with a reported year-over-year increase of approximately 33.8%.
Positive analyst sentiment with most rating MercadoLibre as a moderate buy and average price targets indicating upside potential.

Considerations

High valuation multiples with a price-to-earnings ratio around 57x for 2025, indicating expensive stock relative to earnings.
Recent stock price forecasts show bearish short-term trends and potential downside near 30% by end of year.
Exposure to Latin American macroeconomic and geopolitical risks which can affect profitability and market expansion.

Dell Technologies

DELL

Pros

Global technology leader with diversified product lines across infrastructure, client solutions, and cloud services.
Strong cash flow generation and improving margins supported by operational efficiencies and cost management.
Large installed customer base providing recurring revenue opportunities and cross-selling potential.

Considerations

Highly competitive sector with rapid technological changes and pricing pressure impacting margins.
Cyclicality in IT spending can increase volatility in revenue and earnings depending on macroeconomic conditions.
Significant debt levels raising concerns about leverage and interest expense burden in uncertain economic environments.

Related Market Insights

The Market Melt-Up: Why Ed Yardeni's Bold S&P 500 Prediction Could Reshape Your Portfolio

Explore Ed Yardeni's bold S&P 500 10,000 prediction & the market melt-up. Discover high-growth stocks like NVIDIA, Microsoft, Amazon poised to reshape your portfolio.

Aimee Silverwood | Financial Analyst

July 25, 2025

Read Insight

Related Market Insights

The Market Melt-Up: Why Ed Yardeni's Bold S&P 500 Prediction Could Reshape Your Portfolio

Explore Ed Yardeni's bold S&P 500 10,000 prediction & the market melt-up. Discover high-growth stocks like NVIDIA, Microsoft, Amazon poised to reshape your portfolio.

Aimee Silverwood | Financial Analyst

July 25, 2025

Read Insight

About The Companies

Mercado Libre (MELI)

MercadoLibre, Inc. (MELI) operates one of Latin America’s largest online marketplaces and a fast-growing financial‑technology arm, Mercado Pago. The company combines e‑commerce, payments, and logistics services across countries including Brazil, Argentina and Mexico, benefiting from rising internet penetration and digital payments adoption. Investors should note MercadoLibre’s strong market position and scale — the firm often leads regional online sales — but also its exposure to FX volatility, country-specific economic cycles and competitive pressures from global and local players. Revenue growth has historically been driven by both marketplace commerce and fintech transactions, though profitability can vary as the company invests in logistics and product expansion. Valuation reflects high growth expectations, so share prices can be volatile. This summary is educational only and not investment advice; investors should consider their goals, risk tolerance and consult a professional before acting.

Dell Technologies (DELL)

Dell Technologies (DELL) is a global provider of personal computers, enterprise servers, storage, networking and IT services. With a market capitalisation of about $100.15 billion, Dell serves both consumer and corporate customers through hardware, software and services that support on-premises, cloud and hybrid IT environments. Investors should know Dell’s business mixes steady PC demand with enterprise infrastructure and services, offering diversification but also exposure to cyclical spending and intense competition from peers such as HP, Lenovo and HPE. The company’s past acquisitions have increased scale but also leverage, which can affect capital allocation. Potential upside comes from hybrid cloud adoption, edge computing and higher‑margin services, while risks include supply-chain disruption, component costs and shifting enterprise spending. This is general information for learning purposes only — not personalised investment advice. Values can rise and fall and past performance is no guarantee of future returns; consider your own situation or speak to a financial adviser.

Mercado Libre (MELI) Next Earnings Date

MercadoLibre (MELI) is estimated to report its next earnings on February 19, 2026, covering the Q4 2025 quarter. This date aligns with the company's historical pattern of late-February releases for year-end results, though it remains unconfirmed by the company. Investors should monitor for official announcements, as estimates range slightly to February 23.

Dell Technologies (DELL) Next Earnings Date

Dell Technologies' next earnings date is estimated for February 26, 2026, following the company's historical late-February reporting pattern for fiscal Q4. This release will cover the fiscal quarter ending in January 2026. The date remains unconfirmed by the company but aligns with analyst consensus from recent schedules.

Mercado Libre (MELI) Next Earnings Date

MercadoLibre (MELI) is estimated to report its next earnings on February 19, 2026, covering the Q4 2025 quarter. This date aligns with the company's historical pattern of late-February releases for year-end results, though it remains unconfirmed by the company. Investors should monitor for official announcements, as estimates range slightly to February 23.

Dell Technologies (DELL) Next Earnings Date

Dell Technologies' next earnings date is estimated for February 26, 2026, following the company's historical late-February reporting pattern for fiscal Q4. This release will cover the fiscal quarter ending in January 2026. The date remains unconfirmed by the company but aligns with analyst consensus from recent schedules.

Which Baskets Do They Appear In?

Market Melt-Up

Ready for a stock market surge? This collection features companies poised to benefit from Ed Yardeni's predicted melt-up scenario, where the S&P 500 could reach 10,000 by 2030. Our analysts have selected these high-growth leaders in AI, semiconductors, and tech that tend to outperform during rapid, bullish rallies.

Published: July 1, 2025

Explore Basket

Which Baskets Do They Appear In?

Market Melt-Up

Ready for a stock market surge? This collection features companies poised to benefit from Ed Yardeni's predicted melt-up scenario, where the S&P 500 could reach 10,000 by 2030. Our analysts have selected these high-growth leaders in AI, semiconductors, and tech that tend to outperform during rapid, bullish rallies.

Published: July 1, 2025

Explore Basket

Discover More Comparisons

Mercado Libre vs Snowflake

Mercado Libre vs Snowflake: stock comparison

Mercado Libre vs Analog Devices

Mercado Libre vs Sea

Mercado Libre vs Dell Technologies

Comparison Snapshot

Why It's Moving

MELI surges 3% as major institutions pile into the e-commerce giant.

Dell Gears Up for Transformative 2026 with AI Investments and Major Overhaul Amid January Pullback

MELI surges 3% as major institutions pile into the e-commerce giant.

Dell Gears Up for Transformative 2026 with AI Investments and Major Overhaul Amid January Pullback