MercadoLibre Inc. (MELI)vsPlanet Fitness Inc (PLNT)
MELI
MercadoLibre Inc.
$1,792.63
+1.45%
CONSUMER CYCLICAL · Cap: $90.88B
PLNT
Planet Fitness Inc
$64.19
-0.42%
CONSUMER CYCLICAL · Cap: $5.14B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 2235% more annual revenue ($28.89B vs $1.24B). PLNT leads profitability with a 17.7% profit margin vs 6.9%. MELI appears more attractively valued with a PEG of 0.83. PLNT earns a higher WallStSmart Score of 63/100 (C+).
MELI
Buy62
out of 100
Grade: C+
PLNT
Buy63
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
Intrinsic value data unavailable for PLNT.
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
Strong operational efficiency at 30.0%
Conservative balance sheet, low leverage
Earnings expanding 32.5% YoY
Areas to Watch
Trading at 13.5x book value
6.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
ROE of 0.0% — below average capital efficiency
Distress zone — elevated risk
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 : PLNT
The strongest argument for PLNT centers on Operating Margin, Debt/Equity, EPS Growth. Profitability is solid with margins at 17.7% and operating margin at 30.0%. Revenue growth of 10.7% demonstrates continued momentum.
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 : PLNT
The primary concerns for PLNT are Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while PLNT is a mature play — different risk/reward profiles.
MELI carries more volatility with a beta of 1.49 — 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
PLNT scores higher overall (63/100 vs 62/100), backed by strong 17.7% margins and 10.7% revenue growth. MELI offers better value entry with a 59.5% 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.
Planet Fitness Inc
CONSUMER CYCLICAL · LEISURE · USA
Planet Fitness, Inc., franchises and operates gyms under the Planet Fitness brand. The company is headquartered in Hampton, New Hampshire.
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