WallStSmart

Expedia Group Inc. (EXPE)vsMercadoLibre Inc. (MELI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

MercadoLibre Inc. generates 110% more annual revenue ($31.80B vs $15.17B). EXPE leads profitability with a 9.8% profit margin vs 6.0%. EXPE appears more attractively valued with a PEG of 0.74. EXPE earns a higher WallStSmart Score of 59/100 (C).

EXPE

Buy

59

out of 100

Grade: C

Growth: 4.7Profit: 7.0Value: 6.0Quality: 3.0
Piotroski: 5/9Altman Z: 0.81

MELI

Buy

58

out of 100

Grade: C

Growth: 7.3Profit: 6.5Value: 6.7Quality: 4.0
Piotroski: 2/9Altman Z: 1.35
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EXPEOvervalued (-12.9%)

Margin of Safety

-12.9%

Fair Value

$206.81

Current Price

$228.88

$22.07 premium

UndervaluedFair: $206.81Overvalued
MELIUndervalued (+61.8%)

Margin of Safety

+61.8%

Fair Value

$5279.65

Current Price

$1607.80

$3671.85 discount

UndervaluedFair: $5279.65Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EXPE3 strengths · Avg: 8.7/10
Return on EquityProfitability
258.3%10/10

Every $100 of equity generates 258 in profit

PEG RatioValuation
0.748/10

Growing faster than its price suggests

Free Cash FlowQuality
$3.75B8/10

Generating 3.7B in free cash flow

MELI4 strengths · Avg: 9.0/10
Revenue GrowthGrowth
49.0%10/10

Revenue surging 49.0% year-over-year

Market CapQuality
$84.81B9/10

Large-cap with strong market position

Return on EquityProfitability
26.4%9/10

Every $100 of equity generates 26 in profit

Free Cash FlowQuality
$1.28B8/10

Generating 1.3B in free cash flow

Areas to Watch

EXPE4 concerns · Avg: 1.8/10
Price/BookValuation
47.7x2/10

Trading at 47.7x book value

EPS GrowthGrowth
-27.3%2/10

Earnings declined 27.3%

Altman Z-ScoreHealth
0.812/10

Distress zone — elevated risk

Debt/EquityHealth
8.171/10

Elevated debt levels

MELI4 concerns · Avg: 3.3/10
Price/BookValuation
11.2x4/10

Trading at 11.2x book value

Profit MarginProfitability
6.0%3/10

6.0% margin — thin

Debt/EquityHealth
1.703/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : EXPE

The strongest argument for EXPE centers on Return on Equity, PEG Ratio, Free Cash Flow. Revenue growth of 14.7% demonstrates continued momentum. PEG of 0.74 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 : EXPE

The primary concerns for EXPE are Price/Book, EPS Growth, Altman Z-Score. Debt-to-equity of 8.17 is elevated, increasing financial risk.

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

EXPE profiles as a value stock while MELI is a hypergrowth play — different risk/reward profiles.

MELI carries more volatility with a beta of 1.41 — expect wider price swings.

MELI is growing revenue faster at 49.0% — sustainability is the question.

EXPE generates stronger free cash flow (3.7B), providing more financial flexibility.

Bottom Line

EXPE scores higher overall (59/100 vs 58/100) and 14.7% revenue growth. MELI offers better value entry with a 61.8% 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.

Expedia Group Inc.

CONSUMER CYCLICAL · TRAVEL SERVICES · USA

Expedia Group, Inc. is an American online travel shopping company for consumer and small business travel. Its websites, which are primarily travel fare aggregators and travel metasearch engines, include Expedia.com, Vrbo (previously HomeAway), Hotels.com, Hotwire.com, Orbitz, Travelocity, trivago and CarRentals.com.

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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