MercadoLibre Inc. (MELI)vsMarriot Vacations Worldwide (VAC)
MELI
MercadoLibre Inc.
$1,841.14
+1.31%
CONSUMER CYCLICAL · Cap: $91.94B
VAC
Marriot Vacations Worldwide
$78.26
+6.16%
CONSUMER CYCLICAL · Cap: $2.50B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 767% more annual revenue ($28.89B vs $3.33B). MELI leads profitability with a 6.9% profit margin vs -9.2%. MELI appears more attractively valued with a PEG of 1.14. MELI earns a higher WallStSmart Score of 60/100 (C+).
MELI
Buy60
out of 100
Grade: C+
VAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.3%
Fair Value
$4955.41
Current Price
$1841.14
$3114.27 discount
Margin of Safety
+51.0%
Fair Value
$113.32
Current Price
$78.26
$35.06 discount
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
Reasonable price relative to book value
Earnings expanding 82.7% YoY
Areas to Watch
Trading at 13.8x book value
6.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Operating margin of 3.7%
Weak financial health signals
ROE of -13.9% — below average capital efficiency
Revenue declined 2.7%
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 : VAC
The strongest argument for VAC centers on Price/Book, EPS Growth. 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, Piotroski F-Score. A P/E of 47.0x leaves little room for execution misses.
Bear Case : VAC
The primary concerns for VAC are Operating Margin, Piotroski F-Score, Return on Equity. Debt-to-equity of 2.33 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 1.41 — 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 54/100) and 44.6% revenue growth. VAC offers better value entry with a 51.0% 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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