Mercadolibre Inc vs SAP SE — how do they compare? Mercadolibre Inc trades at $1,860.11 (market cap $94.13B), while SAP SE trades at $214.12 (market cap $238.67B). The key difference: SAP SE is far larger — about 2.5× Mercadolibre Inc's market cap, and SAP SE pays a 1.38% dividend while Mercadolibre Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Mercadolibre Inc for 117 Days and SAP SE for 118 Days on average.
| MELI | SAP | |
|---|---|---|
Market Cap | $94.13B | $238.67B |
Volume | 273,781 | 2,252,662 |
Sector | Consumer Cyclical | Technology |
52-Week High | $2.36K | $280.46 |
52-Week Low | $1.55K | $146.38 |
Typical Hold Time | 117 Days | 118 Days |
Enterprise Value | $101.77B | $237.42B |
Dividend Yield | — | 1.38% |
Signals from Pluang's Aura AI — not financial advice
MercadoLibre (MELI) trades at $1,872.78, up 0.8% on the day, with a bullish technical signal and strong analyst consensus. Revenue growth remains robust, reaching $28.89 billion in 2025, though net income margins have softened. Recent news highlights expansion in Brazil, including one-hour delivery and pharmacy services, while the fintech ecosystem strengthens with a 75% surge in credit portfolio.
The outlook is positive given dominant market position and growth initiatives, but risks include macroeconomic headwinds in Latin America and elevated valuation multiples. Analyst price targets average $2,170, suggesting potential upside, supported by institutional buying interest.
SAP trades at $210.13, down 0.16% with a bullish technical signal from moving averages. The company reported strong Q1 2026 earnings beat but missed Q2 expectations. Revenue growth continues with 2025 revenue reaching $36.8B and net income margin of 20.41%. Analyst consensus is bullish with a $253.40 price target representing 21% upside potential. Recent news highlights AI-driven cloud revenue growth and partnership expansions.
SAP presents a compelling investment case with robust fundamentals and analyst support, though execution risks and competitive pressures remain. The stock's current valuation at 28x P/E appears justified by strong profitability and cloud transformation progress. Upside potential exists if the company can maintain its AI leadership and cloud migration momentum.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
MercadoLibre runs the largest e-commerce marketplace in Latin America, connecting a network of more than 140 million active users and 1 million active sellers as of the end of 2021 across an 18-country footprint. The company also operates a host of complementary businesses, with shipping solutions (Mercado Envios), a payment and financing operation (Mercado Pago), advertisements (Mercado Clics), classifieds, and a turnkey e-commerce solution (Mercado Shops) rounding out its arsenal. MercadoLibre generates revenue from final value fees, advertising royalties, payment processing, insertion fees, subscription fees, and interest income from consumer and small-business lending.
Read more on MELI →Founded in 1972 by former IBM employees, SAP provides database technology and enterprise resource planning software to enterprises around the world. Across more than 180 countries, the company serves 440,000 customers, approximately 80% of which are small to medium-size enterprises.
Read more on SAP →