MercadoLibre Inc. (MELI)vsTrip.com Group Ltd ADR (TCOM)
MELI
MercadoLibre Inc.
$1,897.37
-0.47%
CONSUMER CYCLICAL · Cap: $96.19B
TCOM
Trip.com Group Ltd ADR
$39.02
+0.83%
CONSUMER CYCLICAL · Cap: $24.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Trip.com Group Ltd ADR generates 84% more annual revenue ($64.79B vs $35.18B). TCOM leads profitability with a 48.6% profit margin vs 5.3%. MELI appears more attractively valued with a PEG of 0.92. TCOM earns a higher WallStSmart Score of 69/100 (B-).
MELI
Buy60
out of 100
Grade: C+
TCOM
Strong Buy69
out of 100
Grade: B-
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
+89.3%
Fair Value
$366.27
Current Price
$39.02
$327.25 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
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 49 of every $100 in revenue as profit
Generating 13.6B in free cash flow
Conservative balance sheet, low leverage
Strong operational efficiency at 24.3%
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
Earnings declined 39.7%
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 : TCOM
The strongest argument for TCOM centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 48.6% and operating margin at 24.3%. Revenue growth of 17.2% 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 : TCOM
The primary concerns for TCOM are PEG Ratio, EPS Growth.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while TCOM 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.
TCOM generates stronger free cash flow (13.6B), providing more financial flexibility.
Bottom Line
TCOM scores higher overall (69/100 vs 60/100), backed by strong 48.6% margins and 17.2% revenue growth. MELI offers better value entry with a 64.8% margin of safety. Both earn "Strong 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.
Trip.com Group Ltd ADR
CONSUMER CYCLICAL · TRAVEL SERVICES · China
Trip.com Group Limited is a travel service provider for accommodation booking, transportation ticketing, destination and package tours, corporate travel management and other travel-related services in China and internationally. The company is headquartered in Shanghai, the People's Republic of China.
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