Baozun Inc (BZUN)vsMercadoLibre Inc. (MELI)
BZUN
Baozun Inc
$3.62
-2.16%
CONSUMER CYCLICAL · Cap: $222.61M
MELI
MercadoLibre Inc.
$1,854.88
-1.31%
CONSUMER CYCLICAL · Cap: $92.98B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 237% more annual revenue ($35.18B vs $10.45B). MELI leads profitability with a 5.3% profit margin vs -1.3%. BZUN appears more attractively valued with a PEG of 0.06. MELI earns a higher WallStSmart Score of 58/100 (C).
BZUN
Hold45
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 BZUN.
Margin of Safety
+64.5%
Fair Value
$5681.34
Current Price
$1854.88
$3826.46 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
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
Moderate valuation
Smaller company, higher risk/reward
Operating margin of 2.3%
ROE of -5.2% — below average capital efficiency
Trading at 12.0x book value
5.3% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BZUN
The strongest argument for BZUN centers on PEG Ratio, Price/Book. PEG of 0.06 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 : BZUN
The primary concerns for BZUN are P/E Ratio, Market Cap, Operating Margin.
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
BZUN profiles as a turnaround stock while MELI is a hypergrowth play — different risk/reward profiles.
MELI carries more volatility with a beta of 1.31 — expect wider price swings.
MELI is growing revenue faster at 49.8% — sustainability is the question.
Monitor INTERNET RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MELI scores higher overall (58/100 vs 45/100) 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.
Baozun Inc
CONSUMER CYCLICAL · INTERNET RETAIL · China
Baozun Inc. provides e-commerce solutions to brand partners in the People's Republic of China. The company is headquartered in Shanghai, the People's Republic of China.
MercadoLibre Inc.
CONSUMER CYCLICAL · INTERNET RETAIL · USA
MercadoLibre, Inc. operates online trading platforms in Latin America. The company is headquartered in Buenos Aires, Argentina.
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