Aptiv PLC (APTV)vsMercadoLibre Inc. (MELI)
APTV
Aptiv PLC
$43.93
-1.13%
CONSUMER CYCLICAL · Cap: $9.15B
MELI
MercadoLibre Inc.
$1,624.53
-2.14%
CONSUMER CYCLICAL · Cap: $82.36B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 71% more annual revenue ($35.18B vs $20.52B). MELI leads profitability with a 5.3% profit margin vs 1.1%. MELI appears more attractively valued with a PEG of 0.89. MELI earns a higher WallStSmart Score of 60/100 (C+).
APTV
Buy56
out of 100
Grade: C
MELI
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+21.6%
Fair Value
$106.89
Current Price
$43.93
$62.96 discount
Margin of Safety
+64.4%
Fair Value
$5665.85
Current Price
$1624.53
$4041.32 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
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 3.2B in free cash flow
Areas to Watch
2.3% revenue growth
ROE of 2.5% — below average capital efficiency
1.1% margin — thin
Premium valuation, high expectations priced in
Trading at 10.5x book value
5.3% 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 Ratio. PEG of 0.95 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 49.8% demonstrates continued momentum. PEG of 0.89 suggests the stock is reasonably priced for its growth.
Bear Case : APTV
The primary concerns for APTV are Revenue Growth, Return on Equity, Profit Margin. A P/E of 43.6x leaves little room for execution misses. Thin 1.1% 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 44.2x leaves little room for execution misses. Debt-to-equity of 1.68 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.
APTV carries more volatility with a beta of 1.36 — expect wider price swings.
MELI is growing revenue faster at 49.8% — sustainability is the question.
MELI generates stronger free cash flow (3.2B), providing more financial flexibility.
Bottom Line
MELI scores higher overall (60/100 vs 56/100) and 49.8% revenue growth. APTV offers better value entry with a 21.6% 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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