WallStSmart

Kenon Holdings (KEN)vsMercadoLibre Inc. (MELI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

MercadoLibre Inc. generates 3631% more annual revenue ($28.89B vs $774.30M). KEN leads profitability with a 63.8% profit margin vs 6.9%. MELI earns a higher WallStSmart Score of 62/100 (C+).

KEN

Hold

44

out of 100

Grade: D

Growth: 5.3Profit: 6.0Value: 5.0Quality: 9.0
Piotroski: 7/9Altman Z: 2.05

MELI

Buy

62

out of 100

Grade: C+

Growth: 7.3Profit: 6.5Value: 7.3Quality: 5.3
Piotroski: 2/9Altman Z: 2.04
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for KEN.

MELISignificantly Overvalued (-654.6%)

Margin of Safety

-654.6%

Fair Value

$267.44

Current Price

$1639.47

$1372.03 premium

UndervaluedFair: $267.44Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KEN2 strengths · Avg: 9.5/10
Profit MarginProfitability
63.8%10/10

Keeps 64 of every $100 in revenue as profit

Return on EquityProfitability
24.1%9/10

Every $100 of equity generates 24 in profit

MELI5 strengths · Avg: 9.0/10
Return on EquityProfitability
36.0%10/10

Every $100 of equity generates 36 in profit

Revenue GrowthGrowth
44.6%10/10

Revenue surging 44.6% year-over-year

Market CapQuality
$81.72B9/10

Large-cap with strong market position

PEG RatioValuation
0.768/10

Growing faster than its price suggests

Free Cash FlowQuality
$4.78B8/10

Generating 4.8B in free cash flow

Areas to Watch

KEN2 concerns · Avg: 1.5/10
EPS GrowthGrowth
-95.6%2/10

Earnings declined 95.6%

Operating MarginProfitability
-1.0%1/10

Operating margin of -1.0%

MELI4 concerns · Avg: 3.0/10
Price/BookValuation
12.3x4/10

Trading at 12.3x book value

Profit MarginProfitability
6.9%3/10

6.9% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
41.0x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : KEN

The strongest argument for KEN centers on Profit Margin, Return on Equity. Profitability is solid with margins at 63.8% and operating margin at -1.0%.

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 0.76 suggests the stock is reasonably priced for its growth.

Bear Case : KEN

The primary concerns for KEN are EPS Growth, Operating Margin.

Bear Case : MELI

The primary concerns for MELI are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 41.0x leaves little room for execution misses.

Key Dynamics to Monitor

KEN profiles as a mature 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.

MELI is growing revenue faster at 44.6% — 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 44/100) 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.

Kenon Holdings

UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA

Kenon Holdings Ltd., is the owner, developer and operator of power generation facilities in Israel and internationally. The company is headquartered in Singapore.

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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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