MercadoLibre Inc. (MELI)vsThredUp Inc (TDUP)
MELI
MercadoLibre Inc.
$1,787.39
-2.07%
CONSUMER CYCLICAL · Cap: $96.19B
TDUP
ThredUp Inc
$2.48
+2.48%
CONSUMER CYCLICAL · Cap: $325.71M
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 10424% more annual revenue ($35.18B vs $334.30M). MELI leads profitability with a 5.3% profit margin vs -6.7%. MELI earns a higher WallStSmart Score of 60/100 (C+).
MELI
Buy60
out of 100
Grade: C+
TDUP
Avoid34
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.7%
Fair Value
$5712.73
Current Price
$1787.39
$3925.34 discount
Margin of Safety
+17.9%
Fair Value
$5.48
Current Price
$2.48
$3.00 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
16.9% revenue growth
Areas to Watch
Trading at 11.6x book value
5.3% margin — thin
Elevated debt levels
Weak financial health signals
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -36.6% — below average capital efficiency
Distress zone — elevated risk
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 : TDUP
The strongest argument for TDUP centers on Revenue Growth. Revenue growth of 16.9% 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 : TDUP
The primary concerns for TDUP are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while TDUP is a growth play — different risk/reward profiles.
TDUP carries more volatility with a beta of 1.98 — 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 34/100) and 49.8% revenue growth. TDUP offers better value entry with a 17.9% 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.
ThredUp Inc
CONSUMER CYCLICAL · INTERNET RETAIL · USA
ThredUp Inc. operates online resale platforms that allow consumers to buy and sell second-hand clothing, shoes, and accessories for women and children. The company is headquartered in Oakland, California.
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