MercadoLibre Inc. (MELI)vsSmurfit WestRock plc (SW)
MELI
MercadoLibre Inc.
$1,767.02
-1.39%
CONSUMER CYCLICAL · Cap: $90.88B
SW
Smurfit WestRock plc
$39.68
-2.17%
CONSUMER CYCLICAL · Cap: $20.80B
Smart Verdict
WallStSmart Research — data-driven comparison
Smurfit WestRock plc generates 8% more annual revenue ($31.18B vs $28.89B). MELI leads profitability with a 6.9% profit margin vs 2.2%. SW appears more attractively valued with a PEG of 0.26. MELI earns a higher WallStSmart Score of 62/100 (C+).
MELI
Buy62
out of 100
Grade: C+
SW
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.5%
Fair Value
$4981.85
Current Price
$1767.02
$3214.83 discount
Margin of Safety
+38.7%
Fair Value
$82.07
Current Price
$39.68
$42.39 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
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Trading at 13.3x book value
6.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Moderate valuation
0.5% revenue growth
ROE of 3.9% — below average capital efficiency
2.2% margin — thin
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 0.83 suggests the stock is reasonably priced for its growth.
Bull Case : SW
The strongest argument for SW centers on PEG Ratio, Price/Book. 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, Piotroski F-Score. A P/E of 45.5x leaves little room for execution misses.
Bear Case : SW
The primary concerns for SW are P/E Ratio, Revenue Growth, Return on Equity. Thin 2.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while SW is a value play — different risk/reward profiles.
MELI carries more volatility with a beta of 1.49 — 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 54/100) and 44.6% revenue growth. SW offers better value entry with a 38.7% 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.
Smurfit WestRock plc
CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA
Smurfit Westrock Plc, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in Ireland and internationally. The company is headquartered in Dublin, Ireland.
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