MercadoLibre Inc. (MELI)vsTillys Inc (TLYS)
MELI
MercadoLibre Inc.
$1,863.31
+0.04%
CONSUMER CYCLICAL · Cap: $91.21B
TLYS
Tillys Inc
$3.74
-3.11%
CONSUMER CYCLICAL · Cap: $120.73M
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 5473% more annual revenue ($31.80B vs $570.69M). MELI leads profitability with a 6.0% profit margin vs -0.6%. TLYS appears more attractively valued with a PEG of 0.88. MELI earns a higher WallStSmart Score of 58/100 (C).
MELI
Buy58
out of 100
Grade: C
TLYS
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.3%
Fair Value
$5220.85
Current Price
$1863.31
$3357.54 discount
Intrinsic value data unavailable for TLYS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 49.0% year-over-year
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Generating 1.3B in free cash flow
Reasonable price relative to book value
Growing faster than its price suggests
15.9% revenue growth
Areas to Watch
Trading at 13.0x book value
6.0% margin — thin
Elevated debt levels
Weak financial health signals
Smaller company, higher risk/reward
ROE of -18.8% — below average capital efficiency
Earnings declined 97.4%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : MELI
The strongest argument for MELI centers on Revenue Growth, Market Cap, Return on Equity. Revenue growth of 49.0% demonstrates continued momentum. PEG of 1.12 suggests the stock is reasonably priced for its growth.
Bull Case : TLYS
The strongest argument for TLYS centers on Price/Book, PEG Ratio, Revenue Growth. Revenue growth of 15.9% demonstrates continued momentum. PEG of 0.88 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 48.1x leaves little room for execution misses. Debt-to-equity of 1.70 is elevated, increasing financial risk.
Bear Case : TLYS
The primary concerns for TLYS are Market Cap, Return on Equity, EPS Growth. Debt-to-equity of 2.26 is elevated, increasing financial risk.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while TLYS is a growth play — different risk/reward profiles.
MELI carries more volatility with a beta of 1.34 — expect wider price swings.
MELI is growing revenue faster at 49.0% — sustainability is the question.
MELI generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
MELI scores higher overall (58/100 vs 48/100) and 49.0% revenue growth. Both earn "Buy" and "Hold" 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.
Tillys Inc
CONSUMER CYCLICAL · APPAREL RETAIL · USA
Tilly's, Inc. is a specialty retailer of casual clothing, footwear, accessories and consumer goods for young men and women and boys and girls in the United States. The company is headquartered in Irvine, California.
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