Crocs Inc (CROX)vsMercadoLibre Inc. (MELI)
CROX
Crocs Inc
$119.35
-1.79%
CONSUMER CYCLICAL · Cap: $6.20B
MELI
MercadoLibre Inc.
$1,607.80
-1.65%
CONSUMER CYCLICAL · Cap: $84.81B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 690% more annual revenue ($31.80B vs $4.02B). MELI leads profitability with a 6.0% profit margin vs -2.6%. MELI appears more attractively valued with a PEG of 1.07. MELI earns a higher WallStSmart Score of 58/100 (C).
CROX
Hold44
out of 100
Grade: D
MELI
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+27.5%
Fair Value
$114.12
Current Price
$119.35
$5.23 discount
Margin of Safety
+61.8%
Fair Value
$5279.65
Current Price
$1607.80
$3671.85 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Strong operational efficiency at 22.2%
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
Elevated debt levels
ROE of -7.3% — below average capital efficiency
Revenue declined 1.7%
Earnings declined 4.2%
Trading at 11.2x book value
6.0% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CROX
The strongest argument for CROX centers on Altman Z-Score, Operating Margin. PEG of 1.39 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 1.07 suggests the stock is reasonably priced for its growth.
Bear Case : CROX
The primary concerns for CROX are Debt/Equity, Return on Equity, Revenue Growth.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Debt/Equity. A P/E of 44.1x leaves little room for execution misses. Debt-to-equity of 1.70 is elevated, increasing financial risk.
Key Dynamics to Monitor
CROX profiles as a turnaround stock while MELI is a hypergrowth play — different risk/reward profiles.
CROX carries more volatility with a beta of 1.56 — 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 44/100) and 49.0% revenue growth. CROX offers better value entry with a 27.5% 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.
Crocs Inc
CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA
Crocs, Inc. designs, develops, manufactures, markets and distributes casual lifestyle footwear and accessories for men, women and children. The company is headquartered in Broomfield, Colorado.
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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