MercadoLibre Inc. (MELI)vsRestaurant Brands International Inc (QSR)
MELI
MercadoLibre Inc.
$1,510.00
-1.33%
CONSUMER CYCLICAL · Cap: $82.36B
QSR
Restaurant Brands International Inc
$77.69
-1.09%
CONSUMER CYCLICAL · Cap: $34.14B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 263% more annual revenue ($35.18B vs $9.70B). QSR leads profitability with a 13.1% profit margin vs 5.3%. MELI appears more attractively valued with a PEG of 0.89. QSR earns a higher WallStSmart Score of 68/100 (B-).
MELI
Buy60
out of 100
Grade: C+
QSR
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.4%
Fair Value
$5665.85
Current Price
$1510.00
$4155.85 discount
Margin of Safety
+37.8%
Fair Value
$113.69
Current Price
$77.69
$36.00 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 3.2B in free cash flow
Every $100 of equity generates 38 in profit
Earnings expanding 151.2% YoY
Strong operational efficiency at 27.7%
Areas to Watch
Trading at 9.8x book value
5.3% margin — thin
Elevated debt levels
Weak financial health signals
4.6% revenue growth
Distress zone — elevated risk
Elevated debt levels
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 0.89 suggests the stock is reasonably priced for its growth.
Bull Case : QSR
The strongest argument for QSR centers on Return on Equity, EPS Growth, Operating Margin. PEG of 1.15 suggests the stock is reasonably priced for its growth.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Debt/Equity. A P/E of 44.2x leaves little room for execution misses. Debt-to-equity of 1.68 is elevated, increasing financial risk.
Bear Case : QSR
The primary concerns for QSR are Revenue Growth, Altman Z-Score, Debt/Equity. Debt-to-equity of 3.92 is elevated, increasing financial risk.
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 1.31 — expect wider price swings.
MELI is growing revenue faster at 49.8% — sustainability is the question.
MELI generates stronger free cash flow (3.2B), providing more financial flexibility.
Bottom Line
QSR scores higher overall (68/100 vs 60/100). MELI offers better value entry with a 64.4% 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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