Aptiv PLC (APTV)vsMercadoLibre Inc. (MELI)
APTV
Aptiv PLC
$68.60
-5.92%
CONSUMER CYCLICAL · Cap: $14.40B
MELI
MercadoLibre Inc.
$1,607.80
-1.65%
CONSUMER CYCLICAL · Cap: $83.47B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 54% more annual revenue ($31.80B vs $20.66B). MELI leads profitability with a 6.0% profit margin vs 1.8%. MELI appears more attractively valued with a PEG of 1.02. MELI earns a higher WallStSmart Score of 58/100 (C).
APTV
Buy54
out of 100
Grade: C-
MELI
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+23.1%
Fair Value
$108.86
Current Price
$68.60
$40.26 discount
Margin of Safety
+61.8%
Fair Value
$5279.65
Current Price
$1607.80
$3671.85 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
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
Areas to Watch
ROE of 4.0% — below average capital efficiency
1.8% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 11.2x book value
6.0% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : APTV
The strongest argument for APTV centers on Price/Book. PEG of 1.09 suggests the stock is reasonably priced for its growth.
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 1.02 suggests the stock is reasonably priced for its growth.
Bear Case : APTV
The primary concerns for APTV are Return on Equity, Profit Margin, Debt/Equity. A P/E of 40.5x leaves little room for execution misses. Thin 1.8% margins leave little buffer for downturns.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Debt/Equity. A P/E of 43.5x leaves little room for execution misses. Debt-to-equity of 1.70 is elevated, increasing financial risk.
Key Dynamics to Monitor
APTV profiles as a value stock while MELI is a hypergrowth 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 54/100) and 49.0% revenue growth. APTV offers better value entry with a 23.1% 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.
Aptiv PLC
CONSUMER CYCLICAL · AUTO PARTS · USA
Aptiv plc is an auto parts company headquartered in Dublin, Ireland.
Visit Website →MercadoLibre Inc.
CONSUMER CYCLICAL · INTERNET RETAIL · USA
MercadoLibre, Inc. operates online trading platforms in Latin America. The company is headquartered in Buenos Aires, Argentina.
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