Here Group Limited (HERE)vsMercadoLibre Inc. (MELI)
HERE
Here Group Limited
$2.32
+5.94%
CONSUMER CYCLICAL · Cap: $96.81M
MELI
MercadoLibre Inc.
$1,607.80
-1.65%
CONSUMER CYCLICAL · Cap: $84.81B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 2030% more annual revenue ($31.80B vs $1.49B). HERE leads profitability with a 28.0% profit margin vs 6.0%. HERE trades at a lower P/E of 2.7x. MELI earns a higher WallStSmart Score of 58/100 (C).
HERE
Hold41
out of 100
Grade: D
MELI
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HERE.
Margin of Safety
+61.8%
Fair Value
$5279.65
Current Price
$1607.80
$3671.85 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 38 in profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 28 of every $100 in revenue as profit
Revenue surging 49.0% year-over-year
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Generating 1.3B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
Revenue declined 75.6%
Earnings declined 45.4%
Trading at 11.2x book value
6.0% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : HERE
The strongest argument for HERE centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 28.0% and operating margin at -21.6%.
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 : HERE
The primary concerns for HERE are Market Cap, Piotroski F-Score, Revenue Growth.
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
HERE profiles as a declining 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.
Monitor LEISURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MELI scores higher overall (58/100 vs 41/100) and 49.0% revenue growth. 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.
Here Group Limited
CONSUMER CYCLICAL · LEISURE · China
Here Group Limited designs and sells pop toys in China. The company is headquartered in Beijing, the People's Republic of China.
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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