MercadoLibre Inc. (MELI)vsVF Corporation (VFC)
MELI
MercadoLibre Inc.
$1,792.63
+1.45%
CONSUMER CYCLICAL · Cap: $90.88B
VFC
VF Corporation
$18.93
+3.73%
CONSUMER CYCLICAL · Cap: $7.32B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 126% more annual revenue ($28.89B vs $12.78B). MELI leads profitability with a 6.9% profit margin vs 5.5%. VFC appears more attractively valued with a PEG of 0.17. VFC earns a higher WallStSmart Score of 69/100 (B-).
MELI
Buy62
out of 100
Grade: C+
VFC
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.5%
Fair Value
$4981.85
Current Price
$1792.63
$3189.22 discount
Margin of Safety
+79.4%
Fair Value
$101.05
Current Price
$18.93
$82.12 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
Growing faster than its price suggests
Generating 4.8B in free cash flow
Growing faster than its price suggests
Earnings expanding 78.1% YoY
Every $100 of equity generates 22 in profit
Reasonable price relative to book value
Areas to Watch
Trading at 13.5x book value
6.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
1.5% revenue growth
5.5% margin — thin
Negative free cash flow — burning cash
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 0.83 suggests the stock is reasonably priced for its growth.
Bull Case : VFC
The strongest argument for VFC centers on PEG Ratio, EPS Growth, Return on Equity. PEG of 0.17 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 45.5x leaves little room for execution misses.
Bear Case : VFC
The primary concerns for VFC are P/E Ratio, Revenue Growth, Profit Margin.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while VFC is a value play — different risk/reward profiles.
MELI carries more volatility with a beta of 1.49 — 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
VFC scores higher overall (69/100 vs 62/100). MELI offers better value entry with a 59.5% margin of safety. Both earn "Strong 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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