Etsy, Inc. (ETSY)vsMercadoLibre Inc. (MELI)
ETSY
Etsy, Inc.
$91.63
-0.79%
CONSUMER CYCLICAL · Cap: $7.81B
MELI
MercadoLibre Inc.
$1,673.09
-0.44%
CONSUMER CYCLICAL · Cap: $92.98B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 1096% more annual revenue ($35.18B vs $2.94B). ETSY leads profitability with a 7.1% profit margin vs 5.3%. ETSY appears more attractively valued with a PEG of 0.78. MELI earns a higher WallStSmart Score of 58/100 (C).
ETSY
Hold47
out of 100
Grade: D+
MELI
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.0%
Fair Value
$135.39
Current Price
$91.63
$43.76 discount
Margin of Safety
+64.4%
Fair Value
$5665.85
Current Price
$1673.09
$3992.76 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Growing faster than its price suggests
Revenue surging 49.8% year-over-year
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Growing faster than its price suggests
Generating 3.2B in free cash flow
Areas to Watch
7.1% margin — thin
Weak financial health signals
ROE of -1224.0% — below average capital efficiency
Earnings declined 7.1%
Trading at 10.8x book value
5.3% 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 0.78 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 1.00 suggests the stock is reasonably priced for its growth.
Bear Case : ETSY
The primary concerns for ETSY are Profit Margin, Piotroski F-Score, Return on Equity.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Debt/Equity. A P/E of 50.5x leaves little room for execution misses. Debt-to-equity of 1.68 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 49.8% — sustainability is the question.
MELI generates stronger free cash flow (3.2B), providing more financial flexibility.
Bottom Line
MELI scores higher overall (58/100 vs 47/100) and 49.8% revenue growth. ETSY offers better value entry with a 65.0% 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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