Cannae Holdings Inc (CNNE)vsMercadoLibre Inc. (MELI)
CNNE
Cannae Holdings Inc
$15.41
+1.52%
CONSUMER CYCLICAL · Cap: $668.40M
MELI
MercadoLibre Inc.
$1,897.37
-0.47%
CONSUMER CYCLICAL · Cap: $96.19B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 8510% more annual revenue ($35.18B vs $408.60M). MELI leads profitability with a 5.3% profit margin vs -38.2%. MELI earns a higher WallStSmart Score of 60/100 (C+).
CNNE
Avoid34
out of 100
Grade: F
MELI
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-16.1%
Fair Value
$11.85
Current Price
$15.41
$3.56 premium
Margin of Safety
+64.8%
Fair Value
$5728.38
Current Price
$1897.37
$3831.01 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
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
Areas to Watch
Smaller company, higher risk/reward
ROE of -16.3% — below average capital efficiency
Revenue declined 7.3%
Earnings declined 67.0%
Trading at 12.3x book value
5.3% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CNNE
The strongest argument for CNNE centers on Price/Book, Debt/Equity.
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 0.92 suggests the stock is reasonably priced for its growth.
Bear Case : CNNE
The primary concerns for CNNE are Market Cap, Return on Equity, Revenue Growth.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Debt/Equity. A P/E of 51.8x leaves little room for execution misses. Debt-to-equity of 1.68 is elevated, increasing financial risk.
Key Dynamics to Monitor
CNNE profiles as a turnaround stock while MELI is a hypergrowth 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 (60/100 vs 34/100) and 49.8% revenue growth. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Cannae Holdings Inc
CONSUMER CYCLICAL · RESTAURANTS · USA
Cannae Holdings, Inc. is one of the leading investment firms. The company is headquartered in Las Vegas, Nevada.
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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