MercadoLibre Inc. (MELI)vsRestaurant Brands International Inc (QSR)
MELI
MercadoLibre Inc.
$1,632.52
-12.70%
CONSUMER CYCLICAL · Cap: $94.80B
QSR
Restaurant Brands International Inc
$79.71
+0.72%
CONSUMER CYCLICAL · Cap: $36.11B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 201% more annual revenue ($28.89B vs $9.59B). QSR leads profitability with a 10.0% profit margin vs 6.9%. QSR appears more attractively valued with a PEG of 0.94. QSR earns a higher WallStSmart Score of 70/100 (B).
MELI
Buy60
out of 100
Grade: C+
QSR
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.3%
Fair Value
$4955.41
Current Price
$1632.52
$3322.89 discount
Margin of Safety
+33.6%
Fair Value
$106.48
Current Price
$79.71
$26.77 discount
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
Generating 4.8B in free cash flow
Earnings expanding 100.0% YoY
Every $100 of equity generates 28 in profit
Growing faster than its price suggests
Strong operational efficiency at 27.0%
Areas to Watch
Trading at 12.3x book value
6.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Moderate valuation
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 1.14 suggests the stock is reasonably priced for its growth.
Bull Case : QSR
The strongest argument for QSR centers on EPS Growth, Return on Equity, PEG Ratio. PEG of 0.94 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 47.4x leaves little room for execution misses.
Bear Case : QSR
The primary concerns for QSR are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while QSR is a value play — different risk/reward profiles.
MELI carries more volatility with a beta of 1.41 — 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
QSR scores higher overall (70/100 vs 60/100). MELI offers better value entry with a 59.3% margin of safety. Both earn "Strong 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.
Restaurant Brands International Inc
CONSUMER CYCLICAL · RESTAURANTS · USA
Restaurant Brands International Inc. owns, operates and franchises quick-service restaurants under the Tim Hortons (TH), Burger King (BK) and Popeyes (PLK) brands. The company is headquartered in Toronto, Canada.
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