MercadoLibre Inc. (MELI)vsRocky Brands Inc (RCKY)
MELI
MercadoLibre Inc.
$1,607.80
-1.65%
CONSUMER CYCLICAL · Cap: $84.81B
RCKY
Rocky Brands Inc
$37.45
+0.46%
CONSUMER CYCLICAL · Cap: $290.12M
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 6360% more annual revenue ($31.80B vs $492.30M). MELI leads profitability with a 6.0% profit margin vs 3.8%. MELI appears more attractively valued with a PEG of 1.07. MELI earns a higher WallStSmart Score of 58/100 (C).
MELI
Buy58
out of 100
Grade: C
RCKY
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.8%
Fair Value
$5279.65
Current Price
$1607.80
$3671.85 discount
Margin of Safety
-42.0%
Fair Value
$23.11
Current Price
$37.45
$14.34 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 49.0% year-over-year
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Generating 1.3B in free cash flow
Reasonable price relative to book value
Attractively priced relative to earnings
Areas to Watch
Trading at 11.2x book value
6.0% margin — thin
Elevated debt levels
Weak financial health signals
Smaller company, higher risk/reward
ROE of 7.4% — below average capital efficiency
3.8% margin — thin
Operating margin of 2.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : MELI
The strongest argument for MELI centers on Revenue Growth, Market Cap, Return on Equity. Revenue growth of 49.0% demonstrates continued momentum. PEG of 1.07 suggests the stock is reasonably priced for its growth.
Bull Case : RCKY
The strongest argument for RCKY centers on Price/Book, P/E Ratio. PEG of 1.17 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 44.1x leaves little room for execution misses. Debt-to-equity of 1.70 is elevated, increasing financial risk.
Bear Case : RCKY
The primary concerns for RCKY are Market Cap, Return on Equity, Profit Margin. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while RCKY is a value play — different risk/reward profiles.
RCKY carries more volatility with a beta of 2.39 — expect wider price swings.
MELI is growing revenue faster at 49.0% — sustainability is the question.
MELI generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
MELI scores higher overall (58/100 vs 50/100) and 49.0% 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.
Rocky Brands Inc
CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA
Rocky Brands, Inc. designs, manufactures and markets footwear and apparel under the Rocky, Georgia Boot, Durango, Lehigh and Michelin brands licensed in the United States, Canada and internationally. The company is headquartered in Nelsonville, Ohio.
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