MercadoLibre Inc. (MELI)vsO’Reilly Automotive Inc (ORLY)
MELI
MercadoLibre Inc.
$1,599.52
-1.93%
CONSUMER CYCLICAL · Cap: $81.09B
ORLY
O’Reilly Automotive Inc
$90.11
-2.34%
CONSUMER CYCLICAL · Cap: $76.06B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 62% more annual revenue ($28.89B vs $17.78B). ORLY leads profitability with a 14.3% profit margin vs 6.9%. MELI appears more attractively valued with a PEG of 0.76. MELI earns a higher WallStSmart Score of 62/100 (C+).
MELI
Buy62
out of 100
Grade: C+
ORLY
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-654.2%
Fair Value
$267.58
Current Price
$1599.52
$1331.94 premium
Margin of Safety
-9.1%
Fair Value
$86.25
Current Price
$90.11
$3.86 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
Every $100 of equity generates 59 in profit
Large-cap with strong market position
Areas to Watch
Trading at 12.0x book value
6.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
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 0.76 suggests the stock is reasonably priced for its growth.
Bull Case : ORLY
The strongest argument for ORLY centers on Return on Equity, Market Cap.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 40.6x leaves little room for execution misses.
Bear Case : ORLY
The primary concerns for ORLY are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while ORLY is a value play — different risk/reward profiles.
MELI carries more volatility with a beta of 1.53 — 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 60/100) 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.
O’Reilly Automotive Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
O'Reilly Auto Parts is an American auto parts retailer that provides automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States serving both the professional service providers and do-it-yourself customers.
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