MercadoLibre Inc. (MELI)vsStoneridge Inc (SRI)
MELI
MercadoLibre Inc.
$1,897.37
-0.47%
CONSUMER CYCLICAL · Cap: $96.19B
SRI
Stoneridge Inc
$7.27
+1.25%
CONSUMER CYCLICAL · Cap: $204.79M
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 3823% more annual revenue ($35.18B vs $896.90M). MELI leads profitability with a 5.3% profit margin vs -13.3%. SRI appears more attractively valued with a PEG of 0.26. MELI earns a higher WallStSmart Score of 60/100 (C+).
MELI
Buy60
out of 100
Grade: C+
SRI
Buy58
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
+24.6%
Fair Value
$11.99
Current Price
$7.27
$4.72 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
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 194.8% YoY
15.1% revenue growth
Areas to Watch
Trading at 12.3x book value
5.3% margin — thin
Elevated debt levels
Weak financial health signals
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
ROE of -48.4% — below average capital efficiency
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 : SRI
The strongest argument for SRI centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 15.1% demonstrates continued momentum. PEG of 0.26 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 51.8x leaves little room for execution misses. Debt-to-equity of 1.68 is elevated, increasing financial risk.
Bear Case : SRI
The primary concerns for SRI are Market Cap, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while SRI is a growth play — different risk/reward profiles.
SRI carries more volatility with a beta of 1.89 — 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
MELI scores higher overall (60/100 vs 58/100) and 49.8% revenue growth. SRI offers better value entry with a 24.6% 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.
Stoneridge Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Stoneridge, Inc., designs and manufactures electrical and electronic components, modules, and systems designed for the automotive, commercial, off-highway, motorcycle, and agricultural vehicle markets in North America, South America, Europe, and internationally. The company is headquartered in Novi, Michigan.
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