Carvana Co (CVNA)vsMercadoLibre Inc. (MELI)
CVNA
Carvana Co
$416.79
+3.96%
CONSUMER CYCLICAL · Cap: $91.99B
MELI
MercadoLibre Inc.
$1,860.98
+0.37%
CONSUMER CYCLICAL · Cap: $94.35B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 42% more annual revenue ($28.89B vs $20.32B). CVNA leads profitability with a 6.9% profit margin vs 6.9%. MELI trades at a lower P/E of 47.2x. MELI earns a higher WallStSmart Score of 62/100 (C+).
CVNA
Buy58
out of 100
Grade: C
MELI
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-63.3%
Fair Value
$222.98
Current Price
$416.79
$193.81 premium
Margin of Safety
+59.6%
Fair Value
$4995.04
Current Price
$1860.98
$3134.06 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 68 in profit
Revenue surging 58.0% year-over-year
Earnings expanding 947.0% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
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
Trading at 17.2x book value
6.9% margin — thin
Premium valuation, high expectations priced in
Trading at 14.0x book value
6.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CVNA
The strongest argument for CVNA centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 58.0% demonstrates continued momentum.
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 0.87 suggests the stock is reasonably priced for its growth.
Bear Case : CVNA
The primary concerns for CVNA are Price/Book, Profit Margin, P/E Ratio. A P/E of 49.3x leaves little room for execution misses.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 47.2x leaves little room for execution misses.
Key Dynamics to Monitor
CVNA carries more volatility with a beta of 3.61 — expect wider price swings.
CVNA is growing revenue faster at 58.0% — sustainability is the question.
MELI generates stronger free cash flow (4.8B), providing more financial flexibility.
Monitor AUTO & TRUCK DEALERSHIPS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MELI scores higher overall (62/100 vs 58/100) and 44.6% revenue growth. 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.
Carvana Co
CONSUMER CYCLICAL · AUTO & TRUCK DEALERSHIPS · USA
Carvana Co., operates an e-commerce platform to buy and sell used cars in the United States. The company is headquartered in Tempe, Arizona.
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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