Duluth Holdings Inc (DLTH)vsMercadoLibre Inc. (MELI)
DLTH
Duluth Holdings Inc
$4.65
+0.65%
CONSUMER CYCLICAL · Cap: $176.72M
MELI
MercadoLibre Inc.
$1,897.37
-0.47%
CONSUMER CYCLICAL · Cap: $96.19B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 6288% more annual revenue ($35.18B vs $550.75M). MELI leads profitability with a 5.3% profit margin vs 1.1%. DLTH appears more attractively valued with a PEG of 0.83. MELI earns a higher WallStSmart Score of 60/100 (C+).
DLTH
Buy57
out of 100
Grade: C
MELI
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.4%
Fair Value
$8.54
Current Price
$4.65
$3.89 discount
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
Earnings expanding 1266.0% YoY
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 3.4B in free cash flow
Areas to Watch
Moderate valuation
Smaller company, higher risk/reward
1.1% margin — thin
ROE of -9.7% — below average capital efficiency
Trading at 12.3x book value
5.3% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : DLTH
The strongest argument for DLTH centers on Price/Book, EPS Growth, PEG Ratio. PEG of 0.83 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 0.92 suggests the stock is reasonably priced for its growth.
Bear Case : DLTH
The primary concerns for DLTH are P/E Ratio, Market Cap, Profit Margin. 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 51.8x leaves little room for execution misses. Debt-to-equity of 1.68 is elevated, increasing financial risk.
Key Dynamics to Monitor
DLTH profiles as a value stock while MELI is a hypergrowth play — different risk/reward profiles.
DLTH carries more volatility with a beta of 1.38 — 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 57/100) and 49.8% revenue growth. DLTH offers better value entry with a 72.4% 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.
Duluth Holdings Inc
CONSUMER CYCLICAL · APPAREL RETAIL · USA
Duluth Holdings Inc. sells men's and women's casual, workwear, and accessories under the Duluth Trading brand in the United States. The company is headquartered in Mount Horeb, Wisconsin.
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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