MercadoLibre Inc. (MELI)vsSES AI Corp (SES)
MELI
MercadoLibre Inc.
$1,863.31
+0.04%
CONSUMER CYCLICAL · Cap: $91.21B
SES
SES AI Corp
$0.51
-4.59%
CONSUMER CYCLICAL · Cap: $198.42M
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 145000% more annual revenue ($31.80B vs $21.92M). MELI leads profitability with a 6.0% profit margin vs 0.0%. MELI earns a higher WallStSmart Score of 58/100 (C).
MELI
Buy58
out of 100
Grade: C
SES
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.3%
Fair Value
$5220.85
Current Price
$1863.31
$3357.54 discount
Margin of Safety
+89.6%
Fair Value
$17.64
Current Price
$0.51
$17.13 discount
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
Conservative balance sheet, low leverage
15.8% revenue growth
Areas to Watch
Trading at 13.0x book value
6.0% margin — thin
Elevated debt levels
Weak financial health signals
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
Weak financial health signals
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 1.12 suggests the stock is reasonably priced for its growth.
Bull Case : SES
The strongest argument for SES centers on Price/Book, Debt/Equity, Revenue Growth. Revenue growth of 15.8% demonstrates continued momentum.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Debt/Equity. A P/E of 48.1x leaves little room for execution misses. Debt-to-equity of 1.70 is elevated, increasing financial risk.
Bear Case : SES
The primary concerns for SES are EPS Growth, Market Cap, Profit Margin.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while SES is a growth play — different risk/reward profiles.
MELI carries more volatility with a beta of 1.34 — 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 32/100) and 49.0% revenue growth. SES offers better value entry with a 89.6% margin of safety. Both earn "Buy" and "Avoid" 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.
SES AI Corp
CONSUMER CYCLICAL · AUTO PARTS · USA
Synthesis Energy Systems, Inc., an energy company, is dedicated to licensing and commercializing SES gasification technology for synthesis gas production in China and internationally. The company is headquartered in Houston, Texas.
Visit Website →Compare with Other INTERNET RETAIL Stocks
Want to dig deeper into these stocks?