Specialty Retail
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5 / 10Stock Comparison
MELI vs AMZN vs BABA vs SE vs GRAB
Revenue, margins, valuation, and 5-year total return — side by side.
Specialty Retail
Specialty Retail
Specialty Retail
Software - Application
MELI vs AMZN vs BABA vs SE vs GRAB — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Specialty Retail | Specialty Retail | Specialty Retail | Specialty Retail | Software - Application |
| Market Cap | $92.11B | $2.94T | $319.30B | $51.09B | $14.62B |
| Revenue (TTM) | $28.89B | $742.78B | $1.01T | $21.04B | $3.37B |
| Net Income (TTM) | $2.00B | $90.80B | $123.35B | $1.43B | $267M |
| Gross Margin | 44.5% | 50.6% | 41.2% | 44.9% | 43.2% |
| Operating Margin | 11.1% | 11.5% | 10.9% | 8.2% | 3.2% |
| Forward P/E | 38.1x | 35.1x | 3.9x | 23.9x | 33.6x |
| Total Debt | $11.39B | $152.99B | $248.49B | $4.12B | $2.05B |
| Cash & Equiv. | $3.67B | $86.81B | $181.73B | $2.41B | $3.43B |
MELI vs AMZN vs BABA vs SE vs GRAB — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Dec 20 | May 26 | Return |
|---|---|---|---|
| MercadoLibre, Inc. (MELI) | 100 | 108.5 | +8.5% |
| Amazon.com, Inc. (AMZN) | 100 | 168.0 | +68.0% |
| Alibaba Group Holdi… (BABA) | 100 | 56.8 | -43.2% |
| Sea Limited (SE) | 100 | 42.4 | -57.6% |
| Grab Holdings Limit… (GRAB) | 100 | 28.6 | -71.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: MELI vs AMZN vs BABA vs SE vs GRAB
Each card shows where this stock fits in a portfolio — not just who wins on paper.
MELI is the #2 pick in this set and the best alternative if growth exposure and long-term compounding is your priority.
- Rev growth 39.1%, EPS growth 4.5%, 3Y rev CAGR 38.9%
- 13.6% 10Y total return vs AMZN's 7.3%
- 39.1% revenue growth vs BABA's 5.9%
- Beta 1.20 vs AMZN's 1.51
AMZN carries the broadest edge in this set and is the clearest fit for quality and momentum.
- 12.2% margin vs SE's 6.8%
- +46.8% vs SE's -40.7%
- 11.5% ROA vs GRAB's 2.4%, ROIC 14.7% vs 3.3%
BABA ranks third and is worth considering specifically for income & stability and sleep-well-at-night.
- Dividend streak 2 yrs, beta 1.21, yield 1.3%
- Lower volatility, beta 1.21, Low D/E 22.8%, current ratio 1.54x
- Beta 1.21, yield 1.3%, current ratio 1.54x
- Lower P/E (3.9x vs 33.6x)
SE lags the leaders in this set but could rank higher in a more targeted comparison.
Among these 5 stocks, GRAB doesn't own a clear edge in any measured category.
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 39.1% revenue growth vs BABA's 5.9% | |
| Value | Lower P/E (3.9x vs 33.6x) | |
| Quality / Margins | 12.2% margin vs SE's 6.8% | |
| Stability / Safety | Beta 1.20 vs AMZN's 1.51 | |
| Dividends | 1.3% yield; 2-year raise streak; the other 4 pay no meaningful dividend | |
| Momentum (1Y) | +46.8% vs SE's -40.7% | |
| Efficiency (ROA) | 11.5% ROA vs GRAB's 2.4%, ROIC 14.7% vs 3.3% |
MELI vs AMZN vs BABA vs SE vs GRAB — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
MELI vs AMZN vs BABA vs SE vs GRAB — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
AMZN leads in 2 of 6 categories
BABA leads 2 • MELI leads 1 • SE leads 0 • GRAB leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
AMZN leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
BABA is the larger business by revenue, generating $1.01T annually — 300.2x GRAB's $3.4B. AMZN is the more profitable business, keeping 12.2% of every revenue dollar as net income compared to SE's 6.8%. On growth, MELI holds the edge at +44.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $28.9B | $742.8B | $1.01T | $21.0B | $3.4B |
| EBITDAEarnings before interest/tax | $4.0B | $155.9B | $114.6B | $2.0B | $285M |
| Net IncomeAfter-tax profit | $2.0B | $90.8B | $123.4B | $1.4B | $267M |
| Free Cash FlowCash after capex | $10.1B | -$2.5B | $2.6B | $3.9B | -$2M |
| Gross MarginGross profit ÷ Revenue | +44.5% | +50.6% | +41.2% | +44.9% | +43.2% |
| Operating MarginEBIT ÷ Revenue | +11.1% | +11.5% | +10.9% | +8.2% | +3.2% |
| Net MarginNet income ÷ Revenue | +6.9% | +12.2% | +12.2% | +6.8% | +7.9% |
| FCF MarginFCF ÷ Revenue | +35.0% | -0.3% | +0.3% | +18.5% | -0.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | +44.6% | +16.6% | +4.8% | +38.3% | +18.6% |
| EPS Growth (YoY)Latest quarter vs prior year | -12.5% | +74.8% | -52.0% | +126.9% | — |
Valuation Metrics
BABA leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 16.8x trailing earnings, BABA trades at a 85% valuation discount to SE's 115.7x P/E. On an enterprise value basis, BABA's 12.8x EV/EBITDA is more attractive than SE's 50.2x.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $92.1B | $2.94T | $319.3B | $51.1B | $14.6B |
| Enterprise ValueMkt cap + debt − cash | $99.8B | $3.01T | $329.1B | $52.8B | $13.2B |
| Trailing P/EPrice ÷ TTM EPS | 46.12x | 38.15x | 16.84x | 115.73x | 57.77x |
| Forward P/EPrice ÷ next-FY EPS est. | 38.09x | 35.07x | 3.87x | 23.88x | 33.64x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.36x | — | — | — |
| EV / EBITDAEnterprise value multiple | 24.84x | 20.64x | 12.77x | 50.20x | 34.93x |
| Price / SalesMarket cap ÷ Revenue | 3.19x | 4.10x | 2.19x | 3.04x | 4.34x |
| Price / BookPrice ÷ Book value/share | 13.65x | 7.20x | 2.00x | 6.03x | 2.29x |
| Price / FCFMarket cap ÷ FCF | 8.55x | 382.27x | 27.89x | 17.28x | 109.10x |
Profitability & Efficiency
MELI leads this category, winning 3 of 9 comparable metrics.
Profitability & Efficiency
MELI delivers a 29.6% return on equity — every $100 of shareholder capital generates $30 in annual profit, vs $4 for GRAB. BABA carries lower financial leverage with a 0.23x debt-to-equity ratio, signaling a more conservative balance sheet compared to MELI's 1.69x. On the Piotroski fundamental quality scale (0–9), BABA scores 7/9 vs GRAB's 4/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +29.6% | +23.3% | +11.2% | +15.2% | +4.1% |
| ROA (TTM)Return on assets | +4.7% | +11.5% | +6.7% | +5.8% | +2.4% |
| ROICReturn on invested capital | +20.8% | +14.7% | +9.6% | +5.4% | +3.3% |
| ROCEReturn on capital employed | +28.3% | +15.3% | +10.4% | +6.0% | +2.9% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 | 7 | 7 | 4 |
| Debt / EquityFinancial leverage | 1.69x | 0.37x | 0.23x | 0.49x | 0.30x |
| Net DebtTotal debt minus cash | $7.7B | $66.2B | $66.8B | $1.7B | -$1.4B |
| Cash & Equiv.Liquid assets | $3.7B | $86.8B | $181.7B | $2.4B | $3.4B |
| Total DebtShort + long-term debt | $11.4B | $153.0B | $248.5B | $4.1B | $2.1B |
| Interest CoverageEBIT ÷ Interest expense | — | 39.96x | 15.74x | 49.70x | 3.39x |
Total Returns (Dividends Reinvested)
AMZN leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in AMZN five years ago would be worth $16,726 today (with dividends reinvested), compared to $2,963 for GRAB. Over the past 12 months, AMZN leads with a +46.8% total return vs SE's -40.7%. The 3-year compound annual growth rate (CAGR) favors AMZN at 37.3% vs SE's 2.5% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -7.9% | +20.8% | -15.1% | -35.8% | -27.6% |
| 1-Year ReturnPast 12 months | -19.1% | +46.8% | +6.1% | -40.7% | -24.3% |
| 3-Year ReturnCumulative with dividends | +46.1% | +158.9% | +64.5% | +7.7% | +21.9% |
| 5-Year ReturnCumulative with dividends | +18.7% | +67.3% | -39.6% | -65.5% | -70.4% |
| 10-Year ReturnCumulative with dividends | +1355.7% | +730.1% | +73.6% | +429.7% | -69.0% |
| CAGR (3Y)Annualised 3-year return | +13.5% | +37.3% | +18.0% | +2.5% | +6.8% |
Risk & Volatility
Evenly matched — MELI and AMZN each lead in 1 of 2 comparable metrics.
Risk & Volatility
MELI is the less volatile stock with a 1.20 beta — it tends to amplify market swings less than AMZN's 1.51 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. AMZN currently trades 98.2% from its 52-week high vs SE's 42.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.20x | 1.51x | 1.21x | 1.45x | 1.42x |
| 52-Week HighHighest price in past year | $2645.22 | $278.56 | $192.67 | $199.30 | $6.62 |
| 52-Week LowLowest price in past year | $1593.21 | $183.85 | $103.71 | $77.05 | $3.48 |
| % of 52W HighCurrent price vs 52-week peak | +68.7% | +98.2% | +68.6% | +42.4% | +55.6% |
| RSI (14)Momentum oscillator 0–100 | 51.5 | 79.8 | 51.2 | 47.4 | 36.7 |
| Avg Volume (50D)Average daily shares traded | 515K | 45.6M | 10.1M | 4.9M | 47.3M |
Analyst Outlook
BABA leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Analyst consensus: MELI as "Buy", AMZN as "Buy", BABA as "Buy", SE as "Buy", GRAB as "Buy". Consensus price targets imply 82.1% upside for GRAB (target: $7) vs 12.2% for AMZN (target: $307). BABA is the only dividend payer here at 1.34% yield — a key consideration for income-focused portfolios.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $2420.00 | $306.77 | $194.23 | $147.67 | $6.70 |
| # AnalystsCovering analysts | 33 | 94 | 59 | 44 | 12 |
| Dividend YieldAnnual dividend ÷ price | — | — | +1.3% | — | — |
| Dividend StreakConsecutive years of raises | 0 | — | 2 | — | — |
| Dividend / ShareAnnual DPS | — | — | $12.14 | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | 0.0% | +4.0% | 0.0% | +1.9% |
AMZN leads in 2 of 6 categories (Income & Cash Flow, Total Returns). BABA leads in 2 (Valuation Metrics, Analyst Outlook). 1 tied.
MELI vs AMZN vs BABA vs SE vs GRAB: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is MELI or AMZN or BABA or SE or GRAB a better buy right now?
For growth investors, MercadoLibre, Inc.
(MELI) is the stronger pick with 39. 1% revenue growth year-over-year, versus 5. 9% for Alibaba Group Holding Limited (BABA). Alibaba Group Holding Limited (BABA) offers the better valuation at 16. 8x trailing P/E (3. 9x forward), making it the more compelling value choice. Analysts rate MercadoLibre, Inc. (MELI) a "Buy" — based on 33 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — MELI or AMZN or BABA or SE or GRAB?
On trailing P/E, Alibaba Group Holding Limited (BABA) is the cheapest at 16.
8x versus Sea Limited at 115. 7x. On forward P/E, Alibaba Group Holding Limited is actually cheaper at 3. 9x.
03Which is the better long-term investment — MELI or AMZN or BABA or SE or GRAB?
Over the past 5 years, Amazon.
com, Inc. (AMZN) delivered a total return of +67. 3%, compared to -70. 4% for Grab Holdings Limited (GRAB). Over 10 years, the gap is even starker: MELI returned +1356% versus GRAB's -69. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — MELI or AMZN or BABA or SE or GRAB?
By beta (market sensitivity over 5 years), MercadoLibre, Inc.
(MELI) is the lower-risk stock at 1. 20β versus Amazon. com, Inc. 's 1. 51β — meaning AMZN is approximately 26% more volatile than MELI relative to the S&P 500. On balance sheet safety, Alibaba Group Holding Limited (BABA) carries a lower debt/equity ratio of 23% versus 169% for MercadoLibre, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — MELI or AMZN or BABA or SE or GRAB?
By revenue growth (latest reported year), MercadoLibre, Inc.
(MELI) is pulling ahead at 39. 1% versus 5. 9% for Alibaba Group Holding Limited (BABA). On earnings-per-share growth, the picture is similar: Grab Holdings Limited grew EPS 342. 2% year-over-year, compared to 4. 5% for MercadoLibre, Inc.. Over a 3-year CAGR, MELI leads at 38. 9% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — MELI or AMZN or BABA or SE or GRAB?
Alibaba Group Holding Limited (BABA) is the more profitable company, earning 13.
1% net margin versus 2. 6% for Sea Limited — meaning it keeps 13. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BABA leads at 14. 1% versus 3. 9% for SE. At the gross margin level — before operating expenses — AMZN leads at 50. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is MELI or AMZN or BABA or SE or GRAB more undervalued right now?
On forward earnings alone, Alibaba Group Holding Limited (BABA) trades at 3.
9x forward P/E versus 38. 1x for MercadoLibre, Inc. — 34. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for GRAB: 82. 1% to $6. 70.
08Which pays a better dividend — MELI or AMZN or BABA or SE or GRAB?
In this comparison, BABA (1.
3% yield) pays a dividend. MELI, AMZN, SE, GRAB do not pay a meaningful dividend and should not be held primarily for income.
09Is MELI or AMZN or BABA or SE or GRAB better for a retirement portfolio?
For long-horizon retirement investors, MercadoLibre, Inc.
(MELI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 20), +1356% 10Y return). Both have compounded well over 10 years (MELI: +1356%, GRAB: -69. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between MELI and AMZN and BABA and SE and GRAB?
These companies operate in different sectors (MELI (Consumer Cyclical) and AMZN (Consumer Cyclical) and BABA (Consumer Cyclical) and SE (Consumer Cyclical) and GRAB (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: MELI is a mid-cap high-growth stock; AMZN is a mega-cap quality compounder stock; BABA is a large-cap deep-value stock; SE is a mid-cap high-growth stock; GRAB is a mid-cap high-growth stock. BABA pays a dividend while MELI, AMZN, SE, GRAB do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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