JD.com Inc Adr (JD)vsMercadoLibre Inc. (MELI)
JD
JD.com Inc Adr
$27.27
-2.68%
CONSUMER CYCLICAL · Cap: $41.22B
MELI
MercadoLibre Inc.
$1,635.76
-1.87%
CONSUMER CYCLICAL · Cap: $87.82B
Smart Verdict
WallStSmart Research — data-driven comparison
JD.com Inc Adr generates 4431% more annual revenue ($1.31T vs $28.89B). JD leads profitability with a 150.0% profit margin vs 6.9%. MELI appears more attractively valued with a PEG of 0.82. MELI earns a higher WallStSmart Score of 62/100 (C+).
JD
Hold48
out of 100
Grade: D+
MELI
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-122.3%
Fair Value
$12.72
Current Price
$27.27
$14.55 premium
Margin of Safety
-654.8%
Fair Value
$267.38
Current Price
$1635.76
$1368.38 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 150 of every $100 in revenue as profit
Revenue surging 150.0% year-over-year
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 36 in profit
Revenue surging 44.6% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Generating 4.8B in free cash flow
Areas to Watch
ROE of 7.6% — below average capital efficiency
Earnings declined 56.2%
Negative free cash flow — burning cash
Operating margin of -129.0%
Trading at 12.3x book value
6.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : JD
The strongest argument for JD centers on Price/Book, Profit Margin, Revenue Growth. Profitability is solid with margins at 150.0% and operating margin at -129.0%. Revenue growth of 150.0% demonstrates continued momentum.
Bull Case : MELI
The strongest argument for MELI centers on Return on Equity, Revenue Growth, Market Cap. Revenue growth of 44.6% demonstrates continued momentum. PEG of 0.82 suggests the stock is reasonably priced for its growth.
Bear Case : JD
The primary concerns for JD are Return on Equity, EPS Growth, Free Cash Flow.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 44.1x leaves little room for execution misses.
Key Dynamics to Monitor
JD profiles as a growth stock while MELI is a hypergrowth play — different risk/reward profiles.
MELI carries more volatility with a beta of 1.53 — expect wider price swings.
JD is growing revenue faster at 150.0% — sustainability is the question.
MELI generates stronger free cash flow (4.8B), providing more financial flexibility.
Bottom Line
MELI scores higher overall (62/100 vs 48/100) and 44.6% 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.
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.
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