Crocs Inc (CROX)vsMercadoLibre Inc. (MELI)
CROX
Crocs Inc
$101.98
+1.84%
CONSUMER CYCLICAL · Cap: $5.01B
MELI
MercadoLibre Inc.
$1,792.63
+1.45%
CONSUMER CYCLICAL · Cap: $90.88B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 615% more annual revenue ($28.89B vs $4.04B). MELI leads profitability with a 6.9% profit margin vs -2.0%. MELI appears more attractively valued with a PEG of 0.83. MELI earns a higher WallStSmart Score of 62/100 (C+).
CROX
Hold42
out of 100
Grade: D
MELI
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+36.8%
Fair Value
$130.95
Current Price
$101.98
$28.97 discount
Margin of Safety
+59.5%
Fair Value
$4981.85
Current Price
$1792.63
$3189.22 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Every $100 of equity generates 36 in profit
Revenue surging 44.6% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Generating 4.8B in free cash flow
Areas to Watch
Weak financial health signals
ROE of -5.2% — below average capital efficiency
Revenue declined 3.2%
Earnings declined 68.0%
Trading at 13.5x book value
6.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CROX
PEG of 1.39 suggests the stock is reasonably priced for its growth.
Bull Case : MELI
The strongest argument for MELI centers on Return on Equity, Revenue Growth, Market Cap. Revenue growth of 44.6% demonstrates continued momentum. PEG of 0.83 suggests the stock is reasonably priced for its growth.
Bear Case : CROX
The primary concerns for CROX are Piotroski F-Score, Return on Equity, Revenue Growth.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 45.5x leaves little room for execution misses.
Key Dynamics to Monitor
CROX profiles as a turnaround stock while MELI is a hypergrowth play — different risk/reward profiles.
CROX carries more volatility with a beta of 1.54 — expect wider price swings.
MELI is growing revenue faster at 44.6% — sustainability is the question.
MELI generates stronger free cash flow (4.8B), providing more financial flexibility.
Bottom Line
MELI scores higher overall (62/100 vs 42/100) and 44.6% revenue growth. CROX offers better value entry with a 36.8% margin of safety. 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.
Crocs Inc
CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA
Crocs, Inc. designs, develops, manufactures, markets and distributes casual lifestyle footwear and accessories for men, women and children. The company is headquartered in Broomfield, Colorado.
MercadoLibre Inc.
CONSUMER CYCLICAL · INTERNET RETAIL · USA
MercadoLibre, Inc. operates online trading platforms in Latin America. The company is headquartered in Buenos Aires, Argentina.
Compare with Other FOOTWEAR & ACCESSORIES Stocks
Want to dig deeper into these stocks?