Greif Inc (GEF)vsMercadoLibre Inc. (MELI)
GEF
Greif Inc
$82.32
-1.58%
CONSUMER CYCLICAL · Cap: $4.75B
MELI
MercadoLibre Inc.
$1,897.37
-0.47%
CONSUMER CYCLICAL · Cap: $96.19B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 718% more annual revenue ($35.18B vs $4.30B). GEF leads profitability with a 24.7% profit margin vs 5.3%. GEF appears more attractively valued with a PEG of 0.77. GEF earns a higher WallStSmart Score of 72/100 (B).
GEF
Strong Buy72
out of 100
Grade: B
MELI
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-9.0%
Fair Value
$69.48
Current Price
$82.32
$12.84 premium
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
Keeps 25 of every $100 in revenue as profit
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 43.4% YoY
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
Premium valuation, high expectations priced in
3.5% revenue growth
ROE of 7.2% — 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 : GEF
The strongest argument for GEF centers on Profit Margin, PEG Ratio, Price/Book. Profitability is solid with margins at 24.7% and operating margin at 10.6%. PEG of 0.77 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 : GEF
The primary concerns for GEF are P/E Ratio, Revenue Growth, Return on Equity.
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
GEF profiles as a value stock while MELI is a hypergrowth play — different risk/reward profiles.
MELI carries more volatility with a beta of 1.31 — 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
GEF scores higher overall (72/100 vs 60/100), backed by strong 24.7% margins. MELI offers better value entry with a 64.8% margin of safety. Both earn "Strong 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.
Greif Inc
CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA
Greif, Inc. produces and sells industrial packaging products and services worldwide. The company is headquartered in Delaware, Ohio.
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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