MercadoLibre Inc. (MELI)vsSteven Madden Ltd (SHOO)
MELI
MercadoLibre Inc.
$1,897.37
-0.47%
CONSUMER CYCLICAL · Cap: $96.19B
SHOO
Steven Madden Ltd
$42.93
+3.30%
CONSUMER CYCLICAL · Cap: $3.18B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 1184% more annual revenue ($35.18B vs $2.74B). MELI leads profitability with a 5.3% profit margin vs 5.2%. MELI appears more attractively valued with a PEG of 0.92. SHOO earns a higher WallStSmart Score of 61/100 (C+).
MELI
Buy60
out of 100
Grade: C+
SHOO
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.8%
Fair Value
$5728.38
Current Price
$1897.37
$3831.01 discount
Margin of Safety
+58.9%
Fair Value
$93.83
Current Price
$42.93
$50.90 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 3.4B in free cash flow
Earnings expanding 75.4% YoY
Safe zone — low bankruptcy risk
19.1% revenue growth
Areas to Watch
Trading at 12.3x book value
5.3% margin — thin
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
5.2% 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 49.8% demonstrates continued momentum. PEG of 0.92 suggests the stock is reasonably priced for its growth.
Bull Case : SHOO
The strongest argument for SHOO centers on EPS Growth, Altman Z-Score, Revenue Growth. Revenue growth of 19.1% demonstrates continued momentum.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Debt/Equity. A P/E of 51.8x leaves little room for execution misses. Debt-to-equity of 1.68 is elevated, increasing financial risk.
Bear Case : SHOO
The primary concerns for SHOO are PEG Ratio, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while SHOO is a growth 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 (3.4B), providing more financial flexibility.
Bottom Line
SHOO scores higher overall (61/100 vs 60/100) and 19.1% revenue growth. MELI offers better value entry with a 64.8% 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.
Steven Madden Ltd
CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA
Steven Madden, Ltd. designs, supplies, markets and sells private label and brand name footwear for women, men and children in the United States and internationally. The company is headquartered in Long Island City, New York.
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