Alphabet Inc Class C (GOOG)vsMercadoLibre Inc. (MELI)
GOOG
Alphabet Inc Class C
$339.16
-0.56%
COMMUNICATION SERVICES · Cap: $4.10T
MELI
MercadoLibre Inc.
$1,712.41
-2.29%
CONSUMER CYCLICAL · Cap: $91.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 1167% more annual revenue ($445.87B vs $35.18B). GOOG leads profitability with a 54.8% profit margin vs 5.3%. MELI appears more attractively valued with a PEG of 1.00. GOOG earns a higher WallStSmart Score of 75/100 (B).
GOOG
Strong Buy75
out of 100
Grade: B
MELI
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+28.7%
Fair Value
$475.72
Current Price
$339.16
$136.56 discount
Margin of Safety
+64.7%
Fair Value
$5712.73
Current Price
$1712.41
$4000.32 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 38 in profit
Keeps 55 of every $100 in revenue as profit
Strong operational efficiency at 34.0%
Earnings expanding 294.0% YoY
Safe zone — low bankruptcy risk
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
Negative free cash flow — burning cash
Trading at 11.1x book value
5.3% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : GOOG
The strongest argument for GOOG centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 54.8% and operating margin at 34.0%. Revenue growth of 24.2% demonstrates continued momentum.
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 1.00 suggests the stock is reasonably priced for its growth.
Bear Case : GOOG
The primary concerns for GOOG are Free Cash Flow.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Debt/Equity. A P/E of 48.8x leaves little room for execution misses. Debt-to-equity of 1.68 is elevated, increasing financial risk.
Key Dynamics to Monitor
GOOG profiles as a growth stock while MELI is a hypergrowth play — different risk/reward profiles.
MELI carries more volatility with a beta of 1.31 — 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
GOOG scores higher overall (75/100 vs 58/100), backed by strong 54.8% margins and 24.2% revenue growth. MELI offers better value entry with a 64.7% margin of safety. Both earn "Strong 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.
Alphabet Inc Class C
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.
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.
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