Etsy, Inc. (ETSY)vsMercadoLibre Inc. (MELI)
ETSY
Etsy, Inc.
$66.86
-0.28%
CONSUMER CYCLICAL · Cap: $6.59B
MELI
MercadoLibre Inc.
$1,607.80
-1.65%
CONSUMER CYCLICAL · Cap: $84.81B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 996% more annual revenue ($31.80B vs $2.90B). ETSY leads profitability with a 9.8% profit margin vs 6.0%. ETSY appears more attractively valued with a PEG of 0.68. MELI earns a higher WallStSmart Score of 58/100 (C).
ETSY
Hold45
out of 100
Grade: D
MELI
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.7%
Fair Value
$134.25
Current Price
$66.86
$67.39 discount
Margin of Safety
+61.8%
Fair Value
$5279.65
Current Price
$1607.80
$3671.85 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Growing faster than its price suggests
Revenue surging 49.0% year-over-year
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Generating 1.3B in free cash flow
Areas to Watch
Moderate valuation
3.1% revenue growth
Weak financial health signals
ROE of -1224.0% — below average capital efficiency
Trading at 11.2x book value
6.0% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ETSY
The strongest argument for ETSY centers on Debt/Equity, PEG Ratio. PEG of 0.68 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 49.0% demonstrates continued momentum. PEG of 1.07 suggests the stock is reasonably priced for its growth.
Bear Case : ETSY
The primary concerns for ETSY are P/E Ratio, Revenue Growth, Piotroski F-Score.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Debt/Equity. A P/E of 44.1x leaves little room for execution misses. Debt-to-equity of 1.70 is elevated, increasing financial risk.
Key Dynamics to Monitor
ETSY profiles as a value stock while MELI is a hypergrowth play — different risk/reward profiles.
ETSY carries more volatility with a beta of 1.86 — expect wider price swings.
MELI is growing revenue faster at 49.0% — sustainability is the question.
MELI generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
MELI scores higher overall (58/100 vs 45/100) and 49.0% revenue growth. ETSY offers better value entry with a 64.7% 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.
Etsy, Inc.
CONSUMER CYCLICAL · INTERNET RETAIL · USA
Etsy, Inc. is an American e-commerce company focused on handmade or vintage items and craft supplies. These items fall under a wide range of categories, including jewelry, bags, clothing, home decor and furniture, toys, art, as well as craft supplies and tools.
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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