MercadoLibre Inc. (MELI)vsWinmark Corporation (WINA)
MELI
MercadoLibre Inc.
$1,675.10
-1.65%
CONSUMER CYCLICAL · Cap: $84.92B
WINA
Winmark Corporation
$428.89
-0.70%
CONSUMER CYCLICAL · Cap: $1.50B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 37321% more annual revenue ($31.80B vs $84.99M). WINA leads profitability with a 48.2% profit margin vs 6.0%. MELI appears more attractively valued with a PEG of 1.03. MELI earns a higher WallStSmart Score of 58/100 (C).
MELI
Buy58
out of 100
Grade: C
WINA
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.7%
Fair Value
$5264.50
Current Price
$1675.10
$3589.40 discount
Intrinsic value data unavailable for WINA.
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
Keeps 48 of every $100 in revenue as profit
Strong operational efficiency at 59.3%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Trading at 11.7x book value
6.0% margin — thin
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Revenue declined 4.9%
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 1.03 suggests the stock is reasonably priced for its growth.
Bull Case : WINA
The strongest argument for WINA centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 48.2% and operating margin at 59.3%. PEG of 1.41 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 44.2x leaves little room for execution misses. Debt-to-equity of 1.70 is elevated, increasing financial risk.
Bear Case : WINA
The primary concerns for WINA are P/E Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while WINA is a declining play — different risk/reward profiles.
MELI carries more volatility with a beta of 1.35 — 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 45/100) and 49.0% revenue growth. Both earn "Buy" and "Hold" 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.
Winmark Corporation
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Winmark Corporation is a franchisor of five retail store concepts that buy, sell, trade and consign used merchandise primarily in the United States and Canada. The company is headquartered in Minneapolis, Minnesota.
Compare with Other INTERNET RETAIL Stocks
Want to dig deeper into these stocks?