MercadoLibre Inc. (MELI)vsTurning Point Brands Inc (TPB)
MELI
MercadoLibre Inc.
$1,632.52
-12.70%
CONSUMER CYCLICAL · Cap: $94.80B
TPB
Turning Point Brands Inc
$93.42
+3.55%
CONSUMER DEFENSIVE · Cap: $1.74B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 5908% more annual revenue ($28.89B vs $480.90M). TPB leads profitability with a 11.5% profit margin vs 6.9%. TPB appears more attractively valued with a PEG of 0.05. MELI earns a higher WallStSmart Score of 60/100 (C+).
MELI
Buy60
out of 100
Grade: C+
TPB
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.3%
Fair Value
$4955.41
Current Price
$1632.52
$3322.89 discount
Intrinsic value data unavailable for TPB.
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
Generating 4.8B in free cash flow
Growing faster than its price suggests
Every $100 of equity generates 23 in profit
16.8% revenue growth
Areas to Watch
Trading at 12.3x book value
6.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
Earnings declined 24.1%
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 1.14 suggests the stock is reasonably priced for its growth.
Bull Case : TPB
The strongest argument for TPB centers on PEG Ratio, Return on Equity, Revenue Growth. Revenue growth of 16.8% demonstrates continued momentum. PEG of 0.05 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 47.4x leaves little room for execution misses.
Bear Case : TPB
The primary concerns for TPB are P/E Ratio, Market Cap, EPS Growth.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while TPB is a growth play — different risk/reward profiles.
MELI carries more volatility with a beta of 1.41 — 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 (60/100 vs 59/100) and 44.6% 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.
Turning Point Brands Inc
CONSUMER DEFENSIVE · TOBACCO · USA
Turning Point Brands, Inc. manufactures, markets and distributes branded consumer products. The company is headquartered in Louisville, Kentucky.
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