China Yuchai International Limited (CYD)vsMercadoLibre Inc. (MELI)
CYD
China Yuchai International Limited
$41.21
+2.82%
CONSUMER CYCLICAL · Cap: $1.50B
MELI
MercadoLibre Inc.
$1,792.63
+1.45%
CONSUMER CYCLICAL · Cap: $90.88B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 17% more annual revenue ($28.89B vs $24.66B). MELI leads profitability with a 6.9% profit margin vs 2.2%. CYD appears more attractively valued with a PEG of 0.32. MELI earns a higher WallStSmart Score of 62/100 (C+).
CYD
Buy61
out of 100
Grade: C+
MELI
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+70.6%
Fair Value
$175.58
Current Price
$41.21
$134.37 discount
Margin of Safety
+59.5%
Fair Value
$4981.85
Current Price
$1792.63
$3189.22 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 109.1% YoY
Conservative balance sheet, low leverage
Revenue surging 23.0% year-over-year
Every $100 of equity generates 36 in profit
Revenue surging 44.6% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Generating 4.8B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
ROE of 4.0% — below average capital efficiency
2.2% margin — thin
Operating margin of 4.3%
Trading at 13.5x book value
6.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CYD
The strongest argument for CYD centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 23.0% demonstrates continued momentum. PEG of 0.32 suggests the stock is reasonably priced for its growth.
Bull Case : MELI
The strongest argument for MELI centers on Return on Equity, Revenue Growth, Market Cap. Revenue growth of 44.6% demonstrates continued momentum. PEG of 0.83 suggests the stock is reasonably priced for its growth.
Bear Case : CYD
The primary concerns for CYD are Market Cap, Return on Equity, Profit Margin. Thin 2.2% margins leave little buffer for downturns.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 45.5x leaves little room for execution misses.
Key Dynamics to Monitor
CYD profiles as a growth stock while MELI is a hypergrowth play — different risk/reward profiles.
MELI carries more volatility with a beta of 1.49 — expect wider price swings.
MELI is growing revenue faster at 44.6% — sustainability is the question.
Monitor AUTO MANUFACTURERS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MELI scores higher overall (62/100 vs 61/100) and 44.6% revenue growth. CYD offers better value entry with a 70.6% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
China Yuchai International Limited
CONSUMER CYCLICAL · AUTO MANUFACTURERS · USA
China Yuchai International Limited manufactures, assembles and sells diesel and natural gas engines in the People's Republic of China and internationally. The company is headquartered in Singapore.
Visit Website →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 AUTO MANUFACTURERS Stocks
Want to dig deeper into these stocks?