Etsy, Inc. (ETSY)vsMercadoLibre Inc. (MELI)
ETSY
Etsy, Inc.
$48.23
-2.49%
CONSUMER CYCLICAL · Cap: $4.88B
MELI
MercadoLibre Inc.
$1,639.47
+1.70%
CONSUMER CYCLICAL · Cap: $81.72B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 902% more annual revenue ($28.89B vs $2.88B). MELI leads profitability with a 6.9% profit margin vs 5.7%. MELI appears more attractively valued with a PEG of 0.76. MELI earns a higher WallStSmart Score of 62/100 (C+).
ETSY
Hold39
out of 100
Grade: F
MELI
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-402.2%
Fair Value
$9.45
Current Price
$48.23
$38.78 premium
Margin of Safety
-654.6%
Fair Value
$267.44
Current Price
$1639.47
$1372.03 premium
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
Expensive relative to growth rate
Premium valuation, high expectations priced in
3.5% revenue growth
5.7% margin — thin
Trading at 12.3x book value
6.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ETSY
ETSY has a balanced fundamental profile.
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 0.76 suggests the stock is reasonably priced for its growth.
Bear Case : ETSY
The primary concerns for ETSY are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 41.0x leaves little room for execution misses.
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 1.78 — 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 39/100) and 44.6% revenue growth. 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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