Barnes & Noble Education Inc (BNED)vsMercadoLibre Inc. (MELI)
BNED
Barnes & Noble Education Inc
$12.56
-3.61%
CONSUMER CYCLICAL · Cap: $412.26M
MELI
MercadoLibre Inc.
$1,863.31
+0.04%
CONSUMER CYCLICAL · Cap: $91.21B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 1755% more annual revenue ($31.80B vs $1.71B). MELI leads profitability with a 6.0% profit margin vs 1.0%. BNED appears more attractively valued with a PEG of 1.10. MELI earns a higher WallStSmart Score of 58/100 (C).
BNED
Hold48
out of 100
Grade: D+
MELI
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BNED.
Margin of Safety
+61.3%
Fair Value
$5220.85
Current Price
$1863.31
$3357.54 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 49.0% year-over-year
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Generating 1.3B in free cash flow
Areas to Watch
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 5.7% — below average capital efficiency
1.0% margin — thin
Trading at 13.0x book value
6.0% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BNED
The strongest argument for BNED centers on Price/Book. PEG of 1.10 suggests the stock is reasonably priced for its growth.
Bull Case : MELI
The strongest argument for MELI centers on Revenue Growth, Market Cap, Return on Equity. Revenue growth of 49.0% demonstrates continued momentum. PEG of 1.12 suggests the stock is reasonably priced for its growth.
Bear Case : BNED
The primary concerns for BNED are Altman Z-Score, Market Cap, Return on Equity. Thin 1.0% margins leave little buffer for downturns.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Debt/Equity. A P/E of 48.1x leaves little room for execution misses. Debt-to-equity of 1.70 is elevated, increasing financial risk.
Key Dynamics to Monitor
BNED profiles as a value stock while MELI is a hypergrowth play — different risk/reward profiles.
MELI carries more volatility with a beta of 1.34 — expect wider price swings.
MELI is growing revenue faster at 49.0% — sustainability is the question.
MELI generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
MELI scores higher overall (58/100 vs 48/100) and 49.0% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Barnes & Noble Education Inc
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Barnes & Noble Education, Inc. operates bookstores for college and university campuses and K-12 institutions in the United States. The company is headquartered in Basking Ridge, New Jersey.
MercadoLibre Inc.
CONSUMER CYCLICAL · INTERNET RETAIL · USA
MercadoLibre, Inc. operates online trading platforms in Latin America. The company is headquartered in Buenos Aires, Argentina.
Compare with Other SPECIALTY RETAIL Stocks
Want to dig deeper into these stocks?