MercadoLibre Inc. (MELI)vsValmont Industries Inc (VMI)
MELI
MercadoLibre Inc.
$1,639.47
+1.70%
CONSUMER CYCLICAL · Cap: $81.72B
VMI
Valmont Industries Inc
$406.39
+0.59%
INDUSTRIALS · Cap: $7.94B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 604% more annual revenue ($28.89B vs $4.10B). VMI leads profitability with a 8.5% profit margin vs 6.9%. MELI appears more attractively valued with a PEG of 0.76. VMI earns a higher WallStSmart Score of 63/100 (C+).
MELI
Buy62
out of 100
Grade: C+
VMI
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-654.6%
Fair Value
$267.44
Current Price
$1639.47
$1372.03 premium
Margin of Safety
+39.1%
Fair Value
$785.30
Current Price
$406.39
$378.91 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
Earnings expanding 135.3% YoY
Conservative balance sheet, low leverage
Every $100 of equity generates 22 in profit
Areas to Watch
Trading at 12.3x book value
6.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
0.1% revenue growth
Weak financial health signals
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 0.76 suggests the stock is reasonably priced for its growth.
Bull Case : VMI
The strongest argument for VMI centers on EPS Growth, Debt/Equity, Return on Equity.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 41.0x leaves little room for execution misses.
Bear Case : VMI
The primary concerns for VMI are PEG Ratio, Revenue Growth, Piotroski F-Score.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while VMI is a value play — different risk/reward profiles.
MELI carries more volatility with a beta of 1.53 — 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
VMI scores higher overall (63/100 vs 62/100). 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.
Valmont Industries Inc
INDUSTRIALS · CONGLOMERATES · USA
Valmont Industries, Inc. produces and sells metal products manufactured in the United States, Australia, Denmark, and internationally. The company is headquartered in Omaha, Nebraska.
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