MercadoLibre Inc. (MELI)vsMarriot Vacations Worldwide (VAC)
MELI
MercadoLibre Inc.
$1,510.00
-1.33%
CONSUMER CYCLICAL · Cap: $82.36B
VAC
Marriot Vacations Worldwide
$110.42
+3.02%
CONSUMER CYCLICAL · Cap: $3.97B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 930% more annual revenue ($35.18B vs $3.42B). MELI leads profitability with a 5.3% profit margin vs -9.8%. MELI appears more attractively valued with a PEG of 0.89. MELI earns a higher WallStSmart Score of 60/100 (C+).
MELI
Buy60
out of 100
Grade: C+
VAC
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.4%
Fair Value
$5665.85
Current Price
$1510.00
$4155.85 discount
Margin of Safety
+41.3%
Fair Value
$94.64
Current Price
$110.42
$15.78 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 3.2B in free cash flow
Reasonable price relative to book value
Areas to Watch
Trading at 9.8x book value
5.3% margin — thin
Elevated debt levels
Weak financial health signals
ROE of -17.2% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Elevated debt levels
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 0.89 suggests the stock is reasonably priced for its growth.
Bull Case : VAC
The strongest argument for VAC centers on Price/Book. PEG of 1.48 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 44.2x leaves little room for execution misses. Debt-to-equity of 1.68 is elevated, increasing financial risk.
Bear Case : VAC
The primary concerns for VAC are Return on Equity, Altman Z-Score, Profit Margin. Debt-to-equity of 2.65 is elevated, increasing financial risk.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while VAC is a turnaround 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 (3.2B), providing more financial flexibility.
Bottom Line
MELI scores higher overall (60/100 vs 57/100) and 49.8% revenue growth. VAC offers better value entry with a 41.3% margin of safety. 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.
Marriot Vacations Worldwide
CONSUMER CYCLICAL · RESORTS & CASINOS · USA
Marriott Vacations Worldwide Corporation, a vacation company, develops, markets, sells and manages vacation ownership and related products. The company is headquartered in Orlando, Florida.
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