MercadoLibre Inc. (MELI)vsMeritage Corporation (MTH)
MELI
MercadoLibre Inc.
$1,767.02
-1.39%
CONSUMER CYCLICAL · Cap: $90.88B
MTH
Meritage Corporation
$67.02
-3.39%
CONSUMER CYCLICAL · Cap: $4.48B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 414% more annual revenue ($28.89B vs $5.62B). MELI leads profitability with a 6.9% profit margin vs 6.9%. MTH appears more attractively valued with a PEG of 0.54. MELI earns a higher WallStSmart Score of 62/100 (C+).
MELI
Buy62
out of 100
Grade: C+
MTH
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.5%
Fair Value
$4981.85
Current Price
$1767.02
$3214.83 discount
Margin of Safety
+22.6%
Fair Value
$100.85
Current Price
$67.02
$33.83 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
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 13.3x book value
6.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
ROE of 7.5% — below average capital efficiency
6.9% margin — thin
Weak financial health signals
Revenue declined 17.7%
Comparative Analysis Report
WallStSmart ResearchBull 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 0.83 suggests the stock is reasonably priced for its growth.
Bull Case : MTH
The strongest argument for MTH centers on Price/Book, Altman Z-Score, PEG Ratio. PEG of 0.54 suggests the stock is reasonably priced for its growth.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 45.5x leaves little room for execution misses.
Bear Case : MTH
The primary concerns for MTH are Return on Equity, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while MTH is a value play — different risk/reward profiles.
MTH carries more volatility with a beta of 1.51 — 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 57/100) and 44.6% revenue growth. MTH offers better value entry with a 22.6% 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.
MercadoLibre Inc.
CONSUMER CYCLICAL · INTERNET RETAIL · USA
MercadoLibre, Inc. operates online trading platforms in Latin America. The company is headquartered in Buenos Aires, Argentina.
Meritage Corporation
CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION · USA
Meritage Homes Corporation designs and builds single-family homes in the United States. The company is headquartered in Scottsdale, Arizona.
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