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MELI vs SE
Which Stock Would AI Choose? MercadoLibre (MELI) vs. Sea Limited (SE) Stock Comparison
Key Takeaways
- MercadoLibre (MELI) holds a larger market capitalization of approximately $94 billion compared to Sea Limited's (SE) $53 billion, reflecting greater scale in Latin America.
- SE has delivered stronger year-to-date gains of about 33%, outpacing MELI's 8% return amid recent market volatility.
- Both stocks exhibit robust revenue growth, with MELI reporting 45% year-over-year increase in Q4 2025 and SE at 38%.
- MELI trades at a higher price-to-earnings (P/E) ratio of 47x versus SE's 34x, signaling premium valuation for its profitability.
- Recent weeks show mixed momentum, with both awaiting Q1 2026 earnings amid positive analyst sentiment on fintech expansion.
- Investor interest remains high in these emerging market e-commerce leaders for digital economy exposure.
Introduction
MercadoLibre (MELI) and Sea Limited (SE) stand as dominant forces in emerging market e-commerce and fintech, often dubbed the "Amazon of Latin America" and Southeast Asia, respectively. This comparison analyzes their business models, recent performance, and market positioning to aid growth-oriented investors and traders navigating volatile tech sectors. With both companies reporting strong revenue trajectories amid regional digital adoption, understanding relative strengths in logistics, payments, and profitability helps assess opportunities in high-growth geographies. Recent market activity highlights contrasts in momentum and valuation, making this timely for portfolio diversification strategies.
MELI Overview and Recent Performance
MercadoLibre (MELI) operates as a leading e-commerce platform and fintech provider in Latin America, with Mercado Pago facilitating payments and Mercado Envios handling logistics. In recent quarters, the company achieved net revenues of $8.8 billion in Q4 2025, up 45% year-over-year, driven by merchandise volume growth and fintech expansion. Stock performance has been volatile in recent weeks, trading around $1,850 with a 52-week range of $1,593 to $2,645 and year-to-date gains of 8%. Sentiment has been influenced by a Q4 earnings per share (EPS) miss despite revenue beats, margin pressures from investments, and bullish analyst notes ahead of Q1 2026 results. Broader market rotations and regional economic factors have shaped price behavior, with shares showing resilience relative to peers.
SE Overview and Recent Performance
Sea Limited (SE) powers Southeast Asia's digital ecosystem through Shopee e-commerce, Garena gaming, and SeaMoney fintech services. Q4 2025 revenues reached $6.9 billion, a 38% year-over-year rise, with gross profit up 36% on improved efficiencies. The stock, near $86 recently, boasts a 52-week range of $77 to $199 and impressive year-to-date returns of 33%, though recent sessions reflect dips amid broader selloffs. Performance drivers include fintech acceleration via Monee and new AI initiatives, tempered by competitive pressures and consensus EPS revisions. Investor focus on upcoming Q1 earnings underscores growth potential in high-population markets.
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Head-to-Head Comparison
MercadoLibre (MELI) and Sea Limited (SE) share e-commerce and fintech synergies but diverge regionally—Latin America versus Southeast Asia—with MELI excelling in integrated logistics and payments scale. Growth drivers include MELI's consistent 30%+ revenue quarters versus SE's gaming-fintech pivot. Recent momentum favors SE's YTD surge, but MELI offers relative stability amid volatility. Risk factors encompass currency fluctuations, competition from globals like Amazon, and investment-heavy margins. Sector exposure ties both to consumer tech, yet MELI's higher P/E reflects superior profitability trade-offs against SE's lower multiple and higher beta. Market sentiment leans positive on both, buoyed by digital adoption.
Tickeron AI Verdict
Tickeron's AI currently favors MELI over SE, citing greater trend consistency, profitability margins, and scale advantages in recent market activity. While SE exhibits stronger short-term momentum, MELI's catalysts like logistics dominance and fintech penetration position it probabilistically better for sustained outperformance, pending earnings outcomes.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
MercadoLibre, Inc. (MELI) is an e-commerce company that offers electronic shopping and electronic payment options for business customers and consumers in Latin America. It also facilitates third-party logistics and has begun supplying air freight services to decrease delivery time and costs. Sea Limited (SEA) also involved in e-commerce in Latin America, but has a much larger international footprint, primarily in Asia, and more diverse sources of income, including online gaming and entertainment, with their game Free Fire being an international hit. Both companies have entered into financial services with digital payment methods, lending and short-term micro-credit options, and facilitating peer-to-peer transactions. SE is about twice as large as MELI, with a market cap of about $180B at the time of this writing. SE in particular is not afraid to report significant net losses for several years as they try to develop and establish their future sources of revenue.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
MELI’s FA Score shows that 1 FA rating(s) are green whileSE’s FA Score has 0 green FA rating(s).
- MELI’s FA Score: 1 green, 4 red.
- SE’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
MELI’s TA Score shows that 4 TA indicator(s) are bullish while SE’s TA Score has 3 bullish TA indicator(s).
- MELI’s TA Score: 4 bullish, 6 bearish.
- SE’s TA Score: 3 bullish, 6 bearish.
Price Growth
MELI (@Internet Retail) experienced а -1.13% price change this week, while SE (@Internet Retail) price change was -4.18% for the same time period.
The average weekly price growth across all stocks in the @Internet Retail industry was -0.20%. For the same industry, the average monthly price growth was -3.90%, and the average quarterly price growth was -24.84%.
Reported Earning Dates
MELI is expected to report earnings on Aug 05, 2026.
SE is expected to report earnings on Aug 18, 2026.
Industries' Descriptions
@Internet Retail (-0.20% weekly)The internet retail industry includes companies that sell products and services through the Internet. With more and more consumers using online retailers, the companies have seen a big increase in the use of their services. Some of the companies in the group are focused on selling business-to-business products and services. Others sell business-to-consumer products and services. Internet retailers offer a wide variety of products like books, apparel, and electronics. Some companies even specialize in only one or two categories. One potentially critical factor for players to thrive in this space is the quality and speed of product delivery. This requires an investment in efficient distribution networks. Things like logistics are important factors in the success in the extremely competitive industry. For a company to stay relevant in the industry it must have effective pricing strategies and upgraded websites. The websites must be easy to navigate and engaging for customers. In addition to the revenues generated from straight sales, internet retailers can generate revenue from subscription fees and advertising. Amazon.com, Inc., Alibaba Group, and JD.com are some of the global leaders.
| MELI | SE | MELI / SE | |
| Capitalization | 80.6B | 50.8B | 159% |
| EBITDA | 3.79B | 2.42B | 157% |
| Gain YTD | -21.083 | -34.985 | 60% |
| P/E Ratio | 41.95 | 32.65 | 128% |
| Revenue | 31.8B | 25.2B | 126% |
| Total Cash | 5.46B | 10.5B | 52% |
| Total Debt | 12.3B | 3.58B | 343% |
MELI | SE | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 74 | 52 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 85 Overvalued | 85 Overvalued | |
PROFIT vs RISK RATING 1..100 | 86 | 100 | |
SMR RATING 1..100 | 32 | 59 | |
PRICE GROWTH RATING 1..100 | 62 | 77 | |
P/E GROWTH RATING 1..100 | 80 | 98 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
MELI's Valuation (85) in the Internet Software Or Services industry is in the same range as SE (85). This means that MELI’s stock grew similarly to SE’s over the last 12 months.
MELI's Profit vs Risk Rating (86) in the Internet Software Or Services industry is in the same range as SE (100). This means that MELI’s stock grew similarly to SE’s over the last 12 months.
MELI's SMR Rating (32) in the Internet Software Or Services industry is in the same range as SE (59). This means that MELI’s stock grew similarly to SE’s over the last 12 months.
MELI's Price Growth Rating (62) in the Internet Software Or Services industry is in the same range as SE (77). This means that MELI’s stock grew similarly to SE’s over the last 12 months.
MELI's P/E Growth Rating (80) in the Internet Software Or Services industry is in the same range as SE (98). This means that MELI’s stock grew similarly to SE’s over the last 12 months.
| MELI | SE | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 70% | N/A |
| Stochastic ODDS (%) | 3 days ago 79% | 3 days ago 87% |
| Momentum ODDS (%) | 3 days ago 72% | 3 days ago 78% |
| MACD ODDS (%) | 3 days ago 80% | 3 days ago 83% |
| TrendWeek ODDS (%) | 3 days ago 72% | 3 days ago 79% |
| TrendMonth ODDS (%) | 3 days ago 67% | 3 days ago 80% |
| Advances ODDS (%) | 6 days ago 70% | 19 days ago 81% |
| Declines ODDS (%) | 10 days ago 72% | 7 days ago 83% |
| BollingerBands ODDS (%) | 5 days ago 70% | 3 days ago 80% |
| Aroon ODDS (%) | 3 days ago 66% | 3 days ago 82% |
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MELI and
Correlation & Price change
A.I.dvisor indicates that over the last year, MELI has been loosely correlated with CVNA. These tickers have moved in lockstep 52% of the time. This A.I.-generated data suggests there is some statistical probability that if MELI jumps, then CVNA could also see price increases.
| Ticker / NAME | Correlation To MELI | 1D Price Change % | ||
|---|---|---|---|---|
| MELI | 100% | -1.27% | ||
| CVNA - MELI | 52% Loosely correlated | -5.49% | ||
| SE - MELI | 44% Loosely correlated | -3.21% | ||
| DASH - MELI | 42% Loosely correlated | -2.59% | ||
| GLBE - MELI | 37% Loosely correlated | -1.48% | ||
| JMIA - MELI | 33% Poorly correlated | -1.26% | ||
More | ||||
SE and
Correlation & Price change
A.I.dvisor indicates that over the last year, SE has been loosely correlated with CVNA. These tickers have moved in lockstep 53% of the time. This A.I.-generated data suggests there is some statistical probability that if SE jumps, then CVNA could also see price increases.