MercadoLibre Inc. (MELI)vsM/I Homes Inc (MHO)
MELI
MercadoLibre Inc.
$1,820.69
-0.51%
CONSUMER CYCLICAL · Cap: $95.74B
MHO
M/I Homes Inc
$151.99
+3.51%
CONSUMER CYCLICAL · Cap: $3.77B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 646% more annual revenue ($31.80B vs $4.26B). MHO leads profitability with a 7.4% profit margin vs 6.0%. MHO appears more attractively valued with a PEG of 0.95. MELI earns a higher WallStSmart Score of 58/100 (C).
MELI
Buy58
out of 100
Grade: C
MHO
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.3%
Fair Value
$5220.85
Current Price
$1820.69
$3400.16 discount
Margin of Safety
-82.1%
Fair Value
$79.86
Current Price
$151.99
$72.13 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
Trading at 12.7x book value
6.0% margin — thin
Elevated debt levels
Weak financial health signals
7.4% margin — thin
Revenue declined 8.5%
Earnings declined 31.7%
Comparative Analysis Report
WallStSmart ResearchBull 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 1.16 suggests the stock is reasonably priced for its growth.
Bull Case : MHO
The strongest argument for MHO centers on Price/Book, Altman Z-Score, PEG Ratio. PEG of 0.95 suggests the stock is reasonably priced for its growth.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Debt/Equity. A P/E of 49.2x leaves little room for execution misses. Debt-to-equity of 1.70 is elevated, increasing financial risk.
Bear Case : MHO
The primary concerns for MHO are Profit Margin, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while MHO is a value play — different risk/reward profiles.
MHO carries more volatility with a beta of 1.60 — 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 56/100) and 49.0% revenue growth. 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.
MercadoLibre Inc.
CONSUMER CYCLICAL · INTERNET RETAIL · USA
MercadoLibre, Inc. operates online trading platforms in Latin America. The company is headquartered in Buenos Aires, Argentina.
M/I Homes Inc
CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION · USA
M / I Homes, Inc., is a builder of single-family homes in Ohio, Indiana, Illinois, Michigan, Minnesota, North Carolina, Florida and Texas, United States. The company is headquartered in Columbus, Ohio.
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