MercadoLibre Inc. (MELI)vsWinmark Corporation (WINA)
MELI
MercadoLibre Inc.
$1,752.61
-0.09%
CONSUMER CYCLICAL · Cap: $91.22B
WINA
Winmark Corporation
$296.35
+1.21%
CONSUMER CYCLICAL · Cap: $1.06B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 40556% more annual revenue ($35.18B vs $86.53M). WINA leads profitability with a 47.1% profit margin vs 5.3%. MELI appears more attractively valued with a PEG of 1.00. MELI earns a higher WallStSmart Score of 58/100 (C).
MELI
Buy58
out of 100
Grade: C
WINA
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.7%
Fair Value
$5712.73
Current Price
$1752.61
$3960.12 discount
Intrinsic value data unavailable for WINA.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 49.8% year-over-year
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Growing faster than its price suggests
Generating 3.4B in free cash flow
Keeps 47 of every $100 in revenue as profit
Strong operational efficiency at 62.1%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Trading at 11.3x book value
5.3% margin — thin
Elevated debt levels
Weak financial health signals
Moderate valuation
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Earnings declined 2.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : MELI
The strongest argument for MELI centers on Revenue Growth, Market Cap, Return on Equity. Revenue growth of 49.8% demonstrates continued momentum. PEG of 1.00 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 47.1% and operating margin at 62.1%. 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 48.8x leaves little room for execution misses. Debt-to-equity of 1.68 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 mature play — different risk/reward profiles.
MELI carries more volatility with a beta of 1.31 — expect wider price swings.
MELI is growing revenue faster at 49.8% — sustainability is the question.
MELI generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
MELI scores higher overall (58/100 vs 49/100) and 49.8% 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.
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