MercadoLibre Inc. (MELI)vsOn Holding Ltd (ONON)
MELI
MercadoLibre Inc.
$1,792.63
+1.45%
CONSUMER CYCLICAL · Cap: $90.88B
ONON
On Holding Ltd
$35.61
+0.79%
CONSUMER CYCLICAL · Cap: $11.73B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 859% more annual revenue ($28.89B vs $3.01B). MELI leads profitability with a 6.9% profit margin vs 6.8%. ONON appears more attractively valued with a PEG of 0.79. MELI earns a higher WallStSmart Score of 62/100 (C+).
MELI
Buy62
out of 100
Grade: C+
ONON
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.5%
Fair Value
$4981.85
Current Price
$1792.63
$3189.22 discount
Margin of Safety
-5.2%
Fair Value
$43.04
Current Price
$35.61
$7.43 premium
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
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Revenue surging 22.6% year-over-year
Areas to Watch
Trading at 13.5x book value
6.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
6.8% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 24.0%
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 : ONON
The strongest argument for ONON centers on Altman Z-Score, PEG Ratio, Revenue Growth. Revenue growth of 22.6% demonstrates continued momentum. PEG of 0.79 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 : ONON
The primary concerns for ONON are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 45.4x leaves little room for execution misses.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while ONON is a growth play — different risk/reward profiles.
ONON carries more volatility with a beta of 2.23 — 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 55/100) and 44.6% 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.
On Holding Ltd
CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA
On Holding AG develops and distributes sports products worldwide. The company is headquartered in Zurich, Switzerland.
Compare with Other INTERNET RETAIL Stocks
Want to dig deeper into these stocks?