Liquidity Services Inc (LQDT)vsMercadoLibre Inc. (MELI)
LQDT
Liquidity Services Inc
$30.09
+0.50%
CONSUMER CYCLICAL · Cap: $928.56M
MELI
MercadoLibre Inc.
$1,639.47
+1.70%
CONSUMER CYCLICAL · Cap: $81.72B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 5976% more annual revenue ($28.89B vs $475.56M). MELI leads profitability with a 6.9% profit margin vs 6.3%. MELI appears more attractively valued with a PEG of 0.76. MELI earns a higher WallStSmart Score of 62/100 (C+).
LQDT
Buy51
out of 100
Grade: C-
MELI
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+27.0%
Fair Value
$43.06
Current Price
$30.09
$12.97 discount
Margin of Safety
-654.6%
Fair Value
$267.44
Current Price
$1639.47
$1372.03 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Earnings expanding 27.8% YoY
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
Expensive relative to growth rate
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
6.3% margin — thin
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 : LQDT
The strongest argument for LQDT centers on Debt/Equity, EPS Growth.
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 : LQDT
The primary concerns for LQDT are PEG Ratio, P/E Ratio, Market Cap.
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
LQDT profiles as a value 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 51/100) and 44.6% revenue growth. LQDT offers better value entry with a 27.0% 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.
Liquidity Services Inc
CONSUMER CYCLICAL · INTERNET RETAIL · USA
Liquidity Services, Inc. offers an e-commerce marketplace that enables buyers and sellers to transact in an automated environment. The company is headquartered in Bethesda, Maryland.
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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