MercadoLibre Inc. (MELI)vsThe TJX Companies Inc (TJX)
MELI
MercadoLibre Inc.
$1,857.99
-0.14%
CONSUMER CYCLICAL · Cap: $91.22B
TJX
The TJX Companies Inc
$137.04
+1.95%
CONSUMER CYCLICAL · Cap: $144.75B
Smart Verdict
WallStSmart Research — data-driven comparison
The TJX Companies Inc generates 77% more annual revenue ($62.36B vs $35.18B). TJX leads profitability with a 9.7% profit margin vs 5.3%. MELI appears more attractively valued with a PEG of 1.00. TJX earns a higher WallStSmart Score of 58/100 (C).
MELI
Buy58
out of 100
Grade: C
TJX
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.6%
Fair Value
$5696.88
Current Price
$1857.99
$3838.89 discount
Margin of Safety
+5.9%
Fair Value
$140.66
Current Price
$137.04
$3.62 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
Every $100 of equity generates 57 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Earnings expanding 23.6% YoY
Generating 1.7B in free cash flow
Areas to Watch
Trading at 12.0x book value
5.3% margin — thin
Elevated debt levels
Weak financial health signals
Trading at 14.6x book value
Elevated debt levels
Expensive relative to growth rate
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 1.00 suggests the stock is reasonably priced for its growth.
Bull Case : TJX
The strongest argument for TJX centers on Return on Equity, Altman Z-Score, Market Cap.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Debt/Equity. A P/E of 48.8x leaves little room for execution misses. Debt-to-equity of 1.68 is elevated, increasing financial risk.
Bear Case : TJX
The primary concerns for TJX are Price/Book, Debt/Equity, PEG Ratio.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while TJX is a value 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
MELI scores higher overall (58/100 vs 58/100) and 49.8% revenue growth. 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.
The TJX Companies Inc
CONSUMER CYCLICAL · APPAREL RETAIL · USA
The TJX Companies, Inc. (abbreviated TJX) is an American multinational off-price department store corporation, headquartered in Framingham, Massachusetts.
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