MercadoLibre Inc. (MELI)vsRevolve Group LLC (RVLV)
MELI
MercadoLibre Inc.
$1,639.47
+1.70%
CONSUMER CYCLICAL · Cap: $81.72B
RVLV
Revolve Group LLC
$22.72
+3.37%
CONSUMER CYCLICAL · Cap: $1.58B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 2257% more annual revenue ($28.89B vs $1.23B). MELI leads profitability with a 6.9% profit margin vs 5.0%. MELI appears more attractively valued with a PEG of 0.76. MELI earns a higher WallStSmart Score of 62/100 (C+).
MELI
Buy62
out of 100
Grade: C+
RVLV
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-654.6%
Fair Value
$267.44
Current Price
$1639.47
$1372.03 premium
Margin of Safety
+36.3%
Fair Value
$40.25
Current Price
$22.72
$17.53 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
Growing faster than its price suggests
Generating 4.8B in free cash flow
Earnings expanding 50.0% YoY
Reasonable price relative to book value
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
Smaller company, higher risk/reward
5.0% margin — thin
Negative free cash flow — burning cash
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 0.76 suggests the stock is reasonably priced for its growth.
Bull Case : RVLV
The strongest argument for RVLV centers on EPS Growth, Price/Book. Revenue growth of 10.4% demonstrates continued momentum. PEG of 1.06 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 41.0x leaves little room for execution misses.
Bear Case : RVLV
The primary concerns for RVLV are P/E Ratio, Market Cap, Profit Margin.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while RVLV is a value play — different risk/reward profiles.
RVLV carries more volatility with a beta of 1.81 — 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
MELI scores higher overall (62/100 vs 61/100) and 44.6% revenue growth. RVLV offers better value entry with a 36.3% 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.
Revolve Group LLC
CONSUMER CYCLICAL · INTERNET RETAIL · USA
Revolve Group, Inc. is an online fashion retailer for consumers in the United States and internationally. The company is headquartered in Cerritos, California.
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