JD.com Inc Adr (JD)vsMercadoLibre Inc. (MELI)
JD
JD.com Inc Adr
$25.68
+0.20%
CONSUMER CYCLICAL · Cap: $34.37B
MELI
MercadoLibre Inc.
$1,624.53
-2.14%
CONSUMER CYCLICAL · Cap: $82.36B
Smart Verdict
WallStSmart Research — data-driven comparison
JD.com Inc Adr generates 3633% more annual revenue ($1.31T vs $35.18B). MELI leads profitability with a 5.3% profit margin vs 1.1%. JD appears more attractively valued with a PEG of 0.52. MELI earns a higher WallStSmart Score of 60/100 (C+).
JD
Buy56
out of 100
Grade: C
MELI
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+80.3%
Fair Value
$143.28
Current Price
$25.68
$117.60 discount
Margin of Safety
+64.4%
Fair Value
$5665.85
Current Price
$1624.53
$4041.32 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 31.8B in free cash flow
Growing faster than its price suggests
Attractively priced relative to earnings
Earnings expanding 21.3% YoY
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 3.2B in free cash flow
Areas to Watch
ROE of 6.7% — below average capital efficiency
1.1% margin — thin
Operating margin of 1.2%
Weak financial health signals
Trading at 10.5x book value
5.3% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : JD
The strongest argument for JD centers on Price/Book, Free Cash Flow, PEG Ratio. PEG of 0.52 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 0.89 suggests the stock is reasonably priced for its growth.
Bear Case : JD
The primary concerns for JD are Return on Equity, Profit Margin, Operating Margin. Thin 1.1% margins leave little buffer for downturns.
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 1.68 is elevated, increasing financial risk.
Key Dynamics to Monitor
JD profiles as a value 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.
JD generates stronger free cash flow (31.8B), providing more financial flexibility.
Bottom Line
MELI scores higher overall (60/100 vs 56/100) and 49.8% revenue growth. JD offers better value entry with a 80.3% 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.
JD.com Inc Adr
CONSUMER CYCLICAL · INTERNET RETAIL · China
JD.com, Inc. is an e-commerce company and retail infrastructure service provider in the People's Republic of China. The company is headquartered in Beijing, 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.
Compare with Other INTERNET RETAIL Stocks
Want to dig deeper into these stocks?