Coupang LLC (CPNG)vsMercadoLibre Inc. (MELI)
CPNG
Coupang LLC
$15.12
+3.07%
CONSUMER CYCLICAL · Cap: $26.62B
MELI
MercadoLibre Inc.
$1,897.37
-0.47%
CONSUMER CYCLICAL · Cap: $96.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Coupang LLC generates 1% more annual revenue ($35.46B vs $35.18B). MELI leads profitability with a 5.3% profit margin vs -2.2%. MELI appears more attractively valued with a PEG of 0.92. MELI earns a higher WallStSmart Score of 60/100 (C+).
CPNG
Hold47
out of 100
Grade: D+
MELI
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+28.6%
Fair Value
$24.72
Current Price
$15.12
$9.60 discount
Margin of Safety
+64.8%
Fair Value
$5728.38
Current Price
$1897.37
$3831.01 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 28.2% YoY
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 3.4B in free cash flow
Areas to Watch
Trading at 9.1x book value
3.9% revenue growth
Grey zone — moderate risk
Elevated debt levels
Trading at 12.3x book value
5.3% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CPNG
The strongest argument for CPNG centers on EPS Growth. PEG of 1.24 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 0.92 suggests the stock is reasonably priced for its growth.
Bear Case : CPNG
The primary concerns for CPNG are Price/Book, Revenue Growth, Altman Z-Score. Debt-to-equity of 1.89 is elevated, increasing financial risk.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Debt/Equity. A P/E of 51.8x leaves little room for execution misses. Debt-to-equity of 1.68 is elevated, increasing financial risk.
Key Dynamics to Monitor
CPNG 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.
MELI generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
MELI scores higher overall (60/100 vs 47/100) and 49.8% revenue growth. CPNG offers better value entry with a 28.6% margin of safety. 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.
Coupang LLC
CONSUMER CYCLICAL · INTERNET RETAIL · USA
Coupang, Inc. owns and operates e-commerce businesses through its mobile applications and Internet websites primarily in South Korea. The company is headquartered in Seoul, South Korea.
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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