MercadoLibre Inc. (MELI)vsVF Corporation (VFC)
MELI
MercadoLibre Inc.
$1,673.09
-0.44%
CONSUMER CYCLICAL · Cap: $92.98B
VFC
VF Corporation
$17.23
+1.17%
CONSUMER CYCLICAL · Cap: $6.77B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 270% more annual revenue ($35.18B vs $9.51B). MELI leads profitability with a 5.3% profit margin vs 2.9%. VFC appears more attractively valued with a PEG of 0.43. VFC earns a higher WallStSmart Score of 59/100 (C).
MELI
Buy58
out of 100
Grade: C
VFC
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.4%
Fair Value
$5665.85
Current Price
$1673.09
$3992.76 discount
Margin of Safety
+68.0%
Fair Value
$65.14
Current Price
$17.23
$47.91 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
Growing faster than its price suggests
Earnings expanding 78.1% YoY
Areas to Watch
Trading at 10.8x book value
5.3% margin — thin
Elevated debt levels
Weak financial health signals
Moderate valuation
2.9% margin — thin
Revenue declined 5.2%
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 49.8% demonstrates continued momentum. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bull Case : VFC
The strongest argument for VFC centers on PEG Ratio, EPS Growth. PEG of 0.43 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 50.5x leaves little room for execution misses. Debt-to-equity of 1.68 is elevated, increasing financial risk.
Bear Case : VFC
The primary concerns for VFC are P/E Ratio, Profit Margin, Revenue Growth. Debt-to-equity of 2.81 is elevated, increasing financial risk. Thin 2.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while VFC is a value play — different risk/reward profiles.
VFC carries more volatility with a beta of 1.58 — 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
VFC scores higher overall (59/100 vs 58/100). MELI offers better value entry with a 64.4% 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.
VF Corporation
CONSUMER CYCLICAL · APPAREL MANUFACTURING · USA
VF Corporation is an American worldwide apparel and footwear company founded in 1899 and headquartered in Denver, Colorado. The company's more than 30 brands are organized into three categories: Outdoor, Active and Work.
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