Beazer Homes USA Inc (BZH)vsMercadoLibre Inc. (MELI)
BZH
Beazer Homes USA Inc
$33.48
+0.09%
CONSUMER CYCLICAL · Cap: $893.23M
MELI
MercadoLibre Inc.
$1,673.09
-0.44%
CONSUMER CYCLICAL · Cap: $92.98B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 1590% more annual revenue ($35.18B vs $2.08B). MELI leads profitability with a 5.3% profit margin vs -0.4%. MELI appears more attractively valued with a PEG of 1.00. MELI earns a higher WallStSmart Score of 58/100 (C).
BZH
Hold44
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 BZH.
Margin of Safety
+64.4%
Fair Value
$5665.85
Current Price
$1673.09
$3992.76 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 49.8% year-over-year
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Growing faster than its price suggests
Generating 3.2B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
Elevated debt levels
ROE of -0.7% — below average capital efficiency
Revenue declined 5.3%
Trading at 10.8x book value
5.3% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BZH
The strongest argument for BZH centers on Price/Book. PEG of 1.46 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 49.8% demonstrates continued momentum. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bear Case : BZH
The primary concerns for BZH are Market Cap, Debt/Equity, Return on Equity.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Debt/Equity. A P/E of 50.5x leaves little room for execution misses. Debt-to-equity of 1.68 is elevated, increasing financial risk.
Key Dynamics to Monitor
BZH profiles as a turnaround stock while MELI is a hypergrowth play — different risk/reward profiles.
BZH carries more volatility with a beta of 2.19 — expect wider price swings.
MELI is growing revenue faster at 49.8% — sustainability is the question.
MELI generates stronger free cash flow (3.2B), providing more financial flexibility.
Bottom Line
MELI scores higher overall (58/100 vs 44/100) and 49.8% 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.
Beazer Homes USA Inc
CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION · USA
Beazer Homes USA, Inc. is a home builder in the United States. The company is headquartered in Atlanta, Georgia.
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 RESIDENTIAL CONSTRUCTION Stocks
Want to dig deeper into these stocks?