Here Group Limited (HERE)vsMercadoLibre Inc. (MELI)
HERE
Here Group Limited
$1.88
0.00%
CONSUMER CYCLICAL · Cap: $100.07M
MELI
MercadoLibre Inc.
$1,863.31
+0.04%
CONSUMER CYCLICAL · Cap: $91.21B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 2826% more annual revenue ($31.80B vs $1.09B). HERE leads profitability with a 31.5% profit margin vs 6.0%. HERE trades at a lower P/E of 2.8x. MELI earns a higher WallStSmart Score of 58/100 (C).
HERE
Hold40
out of 100
Grade: F
MELI
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HERE.
Margin of Safety
+61.3%
Fair Value
$5220.85
Current Price
$1863.31
$3357.54 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 38 in profit
Keeps 32 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
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
Smaller company, higher risk/reward
Weak financial health signals
Revenue declined 71.1%
Earnings declined 45.4%
Trading at 13.0x book value
6.0% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : HERE
The strongest argument for HERE centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 31.5% and operating margin at -26.7%.
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 1.12 suggests the stock is reasonably priced for its growth.
Bear Case : HERE
The primary concerns for HERE are Market Cap, Piotroski F-Score, Revenue Growth.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Debt/Equity. A P/E of 48.1x leaves little room for execution misses. Debt-to-equity of 1.70 is elevated, increasing financial risk.
Key Dynamics to Monitor
HERE profiles as a declining stock while MELI is a hypergrowth play — different risk/reward profiles.
MELI carries more volatility with a beta of 1.34 — expect wider price swings.
MELI is growing revenue faster at 49.0% — sustainability is the question.
Monitor LEISURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MELI scores higher overall (58/100 vs 40/100) and 49.0% 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.
Here Group Limited
CONSUMER CYCLICAL · LEISURE · China
Here Group Limited designs and sells pop toys in China. The company is headquartered in Beijing, the People's Republic of China.
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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