Fox Factory Holding Corp (FOXF)vsMercadoLibre Inc. (MELI)
FOXF
Fox Factory Holding Corp
$17.32
-1.42%
CONSUMER CYCLICAL · Cap: $679.64M
MELI
MercadoLibre Inc.
$1,475.09
-2.44%
CONSUMER CYCLICAL · Cap: $82.36B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 2303% more annual revenue ($35.18B vs $1.46B). MELI leads profitability with a 5.3% profit margin vs -20.4%. MELI appears more attractively valued with a PEG of 0.89. MELI earns a higher WallStSmart Score of 60/100 (C+).
FOXF
Buy51
out of 100
Grade: C-
MELI
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.5%
Fair Value
$78.68
Current Price
$17.32
$61.36 discount
Margin of Safety
+64.3%
Fair Value
$5649.80
Current Price
$1475.09
$4174.71 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Earnings expanding 46.9% YoY
Revenue surging 49.8% year-over-year
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Growing faster than its price suggests
Generating 2.4B in free cash flow
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
Operating margin of 4.9%
ROE of -72.4% — below average capital efficiency
Trading at 9.5x book value
5.3% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : FOXF
The strongest argument for FOXF centers on Price/Book, Debt/Equity, EPS 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 0.89 suggests the stock is reasonably priced for its growth.
Bear Case : FOXF
The primary concerns for FOXF are PEG Ratio, Market Cap, Operating Margin.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Debt/Equity. A P/E of 44.2x leaves little room for execution misses. Debt-to-equity of 1.59 is elevated, increasing financial risk.
Key Dynamics to Monitor
FOXF profiles as a turnaround stock while MELI is a hypergrowth play — different risk/reward profiles.
FOXF carries more volatility with a beta of 1.42 — expect wider price swings.
MELI is growing revenue faster at 49.8% — sustainability is the question.
MELI generates stronger free cash flow (2.4B), providing more financial flexibility.
Bottom Line
MELI scores higher overall (60/100 vs 51/100) and 49.8% revenue growth. FOXF offers better value entry with a 74.5% 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.
Fox Factory Holding Corp
CONSUMER CYCLICAL · AUTO PARTS · USA
Fox Factory Holding Corp. The company is headquartered in Braselton, Georgia.
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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