MercadoLibre Inc. (MELI)vsVF Corporation (VFC)
MELI
MercadoLibre Inc.
$1,607.80
-1.65%
CONSUMER CYCLICAL · Cap: $84.81B
VFC
VF Corporation
$16.59
+0.48%
CONSUMER CYCLICAL · Cap: $6.91B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 149% more annual revenue ($31.80B vs $12.78B). MELI leads profitability with a 6.0% profit margin vs 5.5%. VFC appears more attractively valued with a PEG of 0.43. VFC earns a higher WallStSmart Score of 66/100 (B-).
MELI
Buy58
out of 100
Grade: C
VFC
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.8%
Fair Value
$5279.65
Current Price
$1607.80
$3671.85 discount
Margin of Safety
+77.4%
Fair Value
$92.11
Current Price
$16.59
$75.52 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 49.0% year-over-year
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Generating 1.3B in free cash flow
Growing faster than its price suggests
Earnings expanding 78.1% YoY
Reasonable price relative to book value
Areas to Watch
Trading at 11.2x book value
6.0% margin — thin
Elevated debt levels
Weak financial health signals
Moderate valuation
1.0% revenue growth
5.5% margin — thin
Operating margin of 3.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : MELI
The strongest argument for MELI centers on Revenue Growth, Market Cap, Return on Equity. Revenue growth of 49.0% demonstrates continued momentum. PEG of 1.07 suggests the stock is reasonably priced for its growth.
Bull Case : VFC
The strongest argument for VFC centers on PEG Ratio, EPS Growth, Price/Book. 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 44.1x leaves little room for execution misses. Debt-to-equity of 1.70 is elevated, increasing financial risk.
Bear Case : VFC
The primary concerns for VFC are P/E Ratio, Revenue Growth, Profit Margin. Debt-to-equity of 2.69 is elevated, increasing financial risk.
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 1.41 — expect wider price swings.
MELI is growing revenue faster at 49.0% — sustainability is the question.
MELI generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
VFC scores higher overall (66/100 vs 58/100). MELI offers better value entry with a 61.8% 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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