Mercado Libre vs Snowflake

Mercado Libre (Mercadolibre, Inc.) and Snowflake (Snowflake Inc.) are the focus of this stock comparison. This page compares their business models, financial performance, and market context in a neutral, accessible manner, highlighting how each company positions itself in its respective markets. Educational content, not financial advice.

Mercado Libre (Mercadolibre, Inc.) and Snowflake (Snowflake Inc.) are the focus of this stock comparison. This page compares their business models, financial performance, and market context in a neutr...

Comparison Snapshot

Key Financial Metrics

MELI

Metric

SNOW

$112.17B

Market Cap

$72.30B

20.59%

Potential Profit

33.88%

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

Snowflake Powers Ahead with Q1 Earnings Crush, Eyeing Robust AI Data Cloud Growth

Product revenue hit $996.8 million, up 26% YoY, beating expectations and highlighting sticky AI-driven workloads.
Net revenue retention rate of 124% reflects deep customer loyalty, with 606 clients now surpassing $1 million in trailing 12-month product revenue.
Remaining performance obligations jumped 34% to $6.7 billion, backing full-year guidance for $4.325 billion in product revenue and fueling investor optimism.

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

Snowflake Powers Ahead with Q1 Earnings Crush, Eyeing Robust AI Data Cloud Growth

Product revenue hit $996.8 million, up 26% YoY, beating expectations and highlighting sticky AI-driven workloads.
Net revenue retention rate of 124% reflects deep customer loyalty, with 606 clients now surpassing $1 million in trailing 12-month product revenue.
Remaining performance obligations jumped 34% to $6.7 billion, backing full-year guidance for $4.325 billion in product revenue and fueling investor optimism.

Sentiment:

🐃Bullish

Investment Analysis

Mercado Libre

MELI

Pros

Leading position in Latin America's e-commerce and fintech ecosystems with strong brand recognition in Brazil, Mexico, and Argentina.
Robust revenue growth exceeding $26 billion (TTM) supported by diversified platforms including Mercado Libre Marketplace and Mercado Pago.
Analyst consensus is positive with a strong buy rating and price targets suggesting potential upside of around 30% from current levels.

Considerations

High valuation reflected by a trailing P/E ratio above 50 and forward P/E around 42, indicating the stock may be priced for high growth already.
Profitability margin remains relatively thin with net margin near 8.5%, constrained by significant expenses impacting net income growth.
Faces intensifying competition from global fintech and digital payments companies such as Stripe and PayPal in its key markets.

Snowflake

SNOW

Pros

Snowflake is a leader in cloud-based data warehousing with a strong growth trajectory driven by enterprise adoption of cloud data solutions.
Subscription-based business model provides recurring revenue streams, enhancing revenue visibility and financial stability.
Strategic partnerships with major cloud providers (AWS, Azure, Google Cloud) strengthen its ecosystem integration and customer reach.

Considerations

High valuation multiples relative to current earnings reflect elevated growth expectations, which may entail risk if growth slows.
Increasing competition from large cloud platform providers developing their own data solutions may pressure market share and pricing.
Execution risk tied to scaling operations globally and maintaining technological innovation amid rapid industry changes.

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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.

Snowflake (SNOW)

Snowflake Inc (SNOW) is a cloud-native data platform that helps organisations store, analyse and share large volumes of data. Built to run on public clouds (AWS, Azure and Google Cloud), Snowflake separates storage from compute, enabling scalable analytics, data engineering and data sharing across teams and partners. Revenue is largely subscription- and consumption-based, giving the company recurring streams alongside usage-driven upside. Strong customer growth, a broad partner ecosystem and continued product expansion (data marketplace, data cloud features and machine-learning integrations) have supported rapid top-line growth. However, Snowflake operates in a highly competitive market (including major cloud providers and specialist analytics vendors), and profitability has fluctuated as it invests in sales, marketing and R&D. The stock’s valuation can be sensitive to growth expectations and macro-driven enterprise IT spend. This summary is educational only: investors should consider risks, diversification and their own goals before making decisions — past performance is not a guide to future results.

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.

Snowflake (SNOW) Next Earnings Date

Snowflake Inc. (SNOW) is scheduled to report its Q4 fiscal 2026 earnings on or around February 25, 2026, covering the quarter ended January 31, 2026. This date aligns with the company's historical late-February pattern for fiscal fourth-quarter releases and is supported by multiple analyst estimates. The official announcement is pending from Snowflake's investor relations.

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.

Snowflake (SNOW) Next Earnings Date

Snowflake Inc. (SNOW) is scheduled to report its Q4 fiscal 2026 earnings on or around February 25, 2026, covering the quarter ended January 31, 2026. This date aligns with the company's historical late-February pattern for fiscal fourth-quarter releases and is supported by multiple analyst estimates. The official announcement is pending from Snowflake's investor relations.

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Which Baskets Do They Appear In?

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Comparison Snapshot

Why It's Moving

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

Snowflake Powers Ahead with Q1 Earnings Crush, Eyeing Robust AI Data Cloud Growth

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

Snowflake Powers Ahead with Q1 Earnings Crush, Eyeing Robust AI Data Cloud Growth