MercadoLibre Inc. (MELI)vsPlby Group Inc (PLBY)
MELI
MercadoLibre Inc.
$1,752.61
-0.09%
CONSUMER CYCLICAL · Cap: $91.22B
PLBY
Plby Group Inc
$1.03
-2.83%
CONSUMER CYCLICAL · Cap: $140.18M
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 27965% more annual revenue ($35.18B vs $125.36M). MELI leads profitability with a 5.3% profit margin vs 0.2%. MELI appears more attractively valued with a PEG of 1.00. MELI earns a higher WallStSmart Score of 58/100 (C).
MELI
Buy58
out of 100
Grade: C
PLBY
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.7%
Fair Value
$5712.73
Current Price
$1752.61
$3960.12 discount
Margin of Safety
+6.9%
Fair Value
$2.91
Current Price
$1.03
$1.88 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 49.8% year-over-year
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Growing faster than its price suggests
Generating 3.4B in free cash flow
No standout strengths identified
Areas to Watch
Trading at 11.3x book value
5.3% margin — thin
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
0.0% earnings growth
Smaller company, higher risk/reward
0.2% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : MELI
The strongest argument for MELI centers on Revenue Growth, Market Cap, Return on Equity. Revenue growth of 49.8% demonstrates continued momentum. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bull Case : PLBY
Revenue growth of 10.9% demonstrates continued momentum.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Debt/Equity. A P/E of 48.8x leaves little room for execution misses. Debt-to-equity of 1.68 is elevated, increasing financial risk.
Bear Case : PLBY
The primary concerns for PLBY are PEG Ratio, EPS Growth, Market Cap. A P/E of 58.5x leaves little room for execution misses. Debt-to-equity of 8.05 is elevated, increasing financial risk.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while PLBY is a value play — different risk/reward profiles.
PLBY carries more volatility with a beta of 1.93 — expect wider price swings.
MELI is growing revenue faster at 49.8% — sustainability is the question.
MELI generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
MELI scores higher overall (58/100 vs 36/100) and 49.8% 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.
Plby Group Inc
CONSUMER CYCLICAL · APPAREL MANUFACTURING · USA
PLBY Group, Inc. is a global leisure and leisure company. The company is headquartered in Los Angeles, California.
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