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MELI compared with NET: revenue, margins and what each company keeps, and the suppliers and customers both name
MELI
Mercadolibre Inc
Change
Mkt cap
Revenue
Revenue
NET
Cloudflare, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
MELI
Mercadolibre Inc
vs
NET
Cloudflare, Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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MELI
Mercadolibre Inc
Change
1,624.82
▼
−2.13%
· post 1,626.00
Mkt cap
$82.4B
Revenue
$10.2B
Q2 FY26
Revenue
$28.9B
FY25
NET
Cloudflare, Inc.
Change
279.96
▼
−9.78%
· post 281.10
Closed
Oct 30 '26
Mkt cap
$100.0B
Revenue
$696M
Q2 FY26
Revenue
$2.2B
FY25
vs
Compare
Closed
Oct 30 '26
MELI
Mercadolibre Inc
vs
NET
Cloudflare, Inc.
1,624.82
▼
−2.13%
post 1,626.00
Price
279.96
▼
−9.78%
post 281.10
$82.4B
Mkt cap
$100.0B
Q2 FY26
$10.2B
Revenue
$696M
Q2 FY26
FY25
$28.9B
Revenue
$2.2B
FY25
Change
Change
MELI
1,624.82
▼
−2.13%
vs
NET
279.96
▼
−9.78%
Closed
Oct 30 '26
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
MELI, solid
NET, dashed
Supply-chain overlap
Revenue flow
NET: latest quarter is a loss; flow not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only MELI
8
AAPL
Apple TV+
supplier
NFLX
Netflix
supplier
DIS
Disney+
supplier
WBD
HBO Max
supplier
4 more · MELI chain
›
Shared
0
No shared counterparties.
Only NET
5
CHPT
ChargePoint
customer
LCFY
Locafy
customer
—
JD Cloud
unlisted
supplier
—
Kiwi Farms
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
unlisted
customer
1 more · NET chain
›