Etsy, Inc. (ETSY)vsMercadoLibre Inc. (MELI)
ETSY
Etsy, Inc.
$72.76
+1.69%
CONSUMER CYCLICAL · Cap: $6.68B
MELI
MercadoLibre Inc.
$1,897.37
-0.47%
CONSUMER CYCLICAL · Cap: $96.19B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 1096% more annual revenue ($35.18B vs $2.94B). ETSY leads profitability with a 7.1% profit margin vs 5.3%. ETSY appears more attractively valued with a PEG of 0.84. MELI earns a higher WallStSmart Score of 60/100 (C+).
ETSY
Hold47
out of 100
Grade: D+
MELI
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.4%
Fair Value
$137.29
Current Price
$72.76
$64.53 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
Conservative balance sheet, low leverage
Growing faster than its price suggests
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
7.1% margin — thin
Weak financial health signals
ROE of -1224.0% — below average capital efficiency
Earnings declined 7.1%
Trading at 12.3x book value
5.3% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ETSY
The strongest argument for ETSY centers on Debt/Equity, PEG Ratio. PEG of 0.84 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 : ETSY
The primary concerns for ETSY are Profit Margin, Piotroski F-Score, Return on Equity.
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
ETSY profiles as a value stock while MELI is a hypergrowth play — different risk/reward profiles.
ETSY carries more volatility with a beta of 1.81 — 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. ETSY offers better value entry with a 65.4% 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.
Etsy, Inc.
CONSUMER CYCLICAL · INTERNET RETAIL · USA
Etsy, Inc. is an American e-commerce company focused on handmade or vintage items and craft supplies. These items fall under a wide range of categories, including jewelry, bags, clothing, home decor and furniture, toys, art, as well as craft supplies and tools.
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 INTERNET RETAIL Stocks
Want to dig deeper into these stocks?