WallStSmart

MercadoLibre Inc. (MELI)vsWinnebago Industries Inc (WGO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

MercadoLibre Inc. generates 992% more annual revenue ($31.80B vs $2.91B). MELI leads profitability with a 6.0% profit margin vs 1.4%. WGO appears more attractively valued with a PEG of 0.17. MELI earns a higher WallStSmart Score of 58/100 (C).

MELI

Buy

58

out of 100

Grade: C

Growth: 7.3Profit: 6.5Value: 6.7Quality: 4.0
Piotroski: 2/9Altman Z: 1.35

WGO

Buy

54

out of 100

Grade: C-

Growth: 3.3Profit: 4.0Value: 8.7Quality: 8.0
Piotroski: 4/9Altman Z: 3.33
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MELIUndervalued (+61.8%)

Margin of Safety

+61.8%

Fair Value

$5279.65

Current Price

$1607.80

$3671.85 discount

UndervaluedFair: $5279.65Overvalued
WGOUndervalued (+37.3%)

Margin of Safety

+37.3%

Fair Value

$75.49

Current Price

$27.70

$47.79 discount

UndervaluedFair: $75.49Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MELI4 strengths · Avg: 9.0/10
Revenue GrowthGrowth
49.0%10/10

Revenue surging 49.0% year-over-year

Market CapQuality
$84.81B9/10

Large-cap with strong market position

Return on EquityProfitability
26.4%9/10

Every $100 of equity generates 26 in profit

Free Cash FlowQuality
$1.28B8/10

Generating 1.3B in free cash flow

WGO3 strengths · Avg: 10.0/10
PEG RatioValuation
0.1710/10

Growing faster than its price suggests

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Altman Z-ScoreHealth
3.3310/10

Safe zone — low bankruptcy risk

Areas to Watch

MELI4 concerns · Avg: 3.3/10
Price/BookValuation
11.2x4/10

Trading at 11.2x book value

Profit MarginProfitability
6.0%3/10

6.0% margin — thin

Debt/EquityHealth
1.703/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

WGO4 concerns · Avg: 3.0/10
Market CapQuality
$820.84M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
3.4%3/10

ROE of 3.4% — below average capital efficiency

Profit MarginProfitability
1.4%3/10

1.4% margin — thin

Operating MarginProfitability
1.8%3/10

Operating margin of 1.8%

Comparative Analysis Report

WallStSmart Research

Bull 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 : WGO

The strongest argument for WGO centers on PEG Ratio, Price/Book, Altman Z-Score. 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, 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 : WGO

The primary concerns for WGO are Market Cap, Return on Equity, Profit Margin. Thin 1.4% margins leave little buffer for downturns.

Key Dynamics to Monitor

MELI profiles as a hypergrowth stock while WGO 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

MELI scores higher overall (58/100 vs 54/100) and 49.0% revenue growth. WGO offers better value entry with a 37.3% 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.

Winnebago Industries Inc

CONSUMER CYCLICAL · RECREATIONAL VEHICLES · USA

Winnebago Industries, Inc. manufactures and sells recreational vehicles and marine products primarily for use in leisure travel and outdoor recreational activities. The company is headquartered in Forest City, Iowa.

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