MercadoLibre Inc. (MELI)vsO-I Glass Inc (OI)
MELI
MercadoLibre Inc.
$1,607.80
-1.65%
CONSUMER CYCLICAL · Cap: $83.47B
OI
O-I Glass Inc
$9.12
-1.49%
CONSUMER CYCLICAL · Cap: $1.41B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 397% more annual revenue ($31.80B vs $6.40B). MELI leads profitability with a 6.0% profit margin vs -2.9%. OI appears more attractively valued with a PEG of 0.35. MELI earns a higher WallStSmart Score of 58/100 (C).
MELI
Buy58
out of 100
Grade: C
OI
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.7%
Fair Value
$5264.50
Current Price
$1607.80
$3656.70 discount
Margin of Safety
+12.7%
Fair Value
$17.85
Current Price
$9.12
$8.73 discount
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
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Trading at 11.2x book value
6.0% margin — thin
Elevated debt levels
Weak financial health signals
Smaller company, higher risk/reward
ROE of -14.6% — below average capital efficiency
Revenue declined 1.7%
Earnings declined 47.8%
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 1.02 suggests the stock is reasonably priced for its growth.
Bull Case : OI
The strongest argument for OI centers on PEG Ratio, Price/Book. PEG of 0.35 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 43.5x leaves little room for execution misses. Debt-to-equity of 1.70 is elevated, increasing financial risk.
Bear Case : OI
The primary concerns for OI are Market Cap, Return on Equity, Revenue Growth. Debt-to-equity of 3.89 is elevated, increasing financial risk.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while OI is a turnaround play — different risk/reward profiles.
MELI carries more volatility with a beta of 1.35 — 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 46/100) and 49.0% 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.
MercadoLibre Inc.
CONSUMER CYCLICAL · INTERNET RETAIL · USA
MercadoLibre, Inc. operates online trading platforms in Latin America. The company is headquartered in Buenos Aires, Argentina.
O-I Glass Inc
CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA
OI Glass, Inc. manufactures and sells glass containers to food and beverage manufacturers primarily in the Americas, Europe, and Asia Pacific. The company is headquartered in Perrysburg, Ohio.
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