Mobileye Global Inc. Class A Common Stock (MBLY)vsMercadoLibre Inc. (MELI)
MBLY
Mobileye Global Inc. Class A Common Stock
$10.34
-0.67%
CONSUMER CYCLICAL · Cap: $8.57B
MELI
MercadoLibre Inc.
$1,695.65
+0.01%
CONSUMER CYCLICAL · Cap: $79.19B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 1479% more annual revenue ($31.80B vs $2.01B). MELI leads profitability with a 6.0% profit margin vs -204.0%. MBLY appears more attractively valued with a PEG of 0.63. MELI earns a higher WallStSmart Score of 58/100 (C).
MBLY
Buy54
out of 100
Grade: C-
MELI
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.4%
Fair Value
$34.85
Current Price
$10.34
$24.51 discount
Margin of Safety
+61.9%
Fair Value
$5294.84
Current Price
$1695.65
$3599.19 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 99.7% YoY
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Revenue surging 27.4% year-over-year
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
ROE of -50.3% — below average capital efficiency
Currently unprofitable
Operating margin of -19.4%
Trading at 11.8x book value
6.0% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : MBLY
The strongest argument for MBLY centers on Price/Book, EPS Growth, Altman Z-Score. Revenue growth of 27.4% demonstrates continued momentum. PEG of 0.63 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 49.0% demonstrates continued momentum. PEG of 1.01 suggests the stock is reasonably priced for its growth.
Bear Case : MBLY
The primary concerns for MBLY are Return on Equity, Profit Margin, Operating Margin.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 41.1x leaves little room for execution misses.
Key Dynamics to Monitor
MBLY profiles as a growth 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.
MELI generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
MELI scores higher overall (58/100 vs 54/100) and 49.0% revenue growth. MBLY offers better value entry with a 72.4% 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.
Mobileye Global Inc. Class A Common Stock
CONSUMER CYCLICAL · AUTO PARTS · USA
Mobileye NV develops machine learning and machine vision based detection products, mapping and driving policy technology solutions for advanced driver assistance systems and autonomous driving technologies.
Visit Website →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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