Installed Building Products Inc (IBP)vsMercadoLibre Inc. (MELI)
IBP
Installed Building Products Inc
$290.22
+0.58%
CONSUMER CYCLICAL · Cap: $7.67B
MELI
MercadoLibre Inc.
$1,792.63
+1.45%
CONSUMER CYCLICAL · Cap: $90.88B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 873% more annual revenue ($28.89B vs $2.97B). IBP leads profitability with a 8.9% profit margin vs 6.9%. MELI appears more attractively valued with a PEG of 0.83. MELI earns a higher WallStSmart Score of 62/100 (C+).
IBP
Buy55
out of 100
Grade: C-
MELI
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for IBP.
Margin of Safety
+59.5%
Fair Value
$4981.85
Current Price
$1792.63
$3189.22 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 38 in profit
Safe zone — low bankruptcy risk
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
Moderate valuation
Trading at 11.0x book value
Elevated debt levels
Weak financial health signals
Trading at 13.5x book value
6.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : IBP
The strongest argument for IBP centers on Return on Equity, Altman Z-Score. PEG of 1.20 suggests the stock is reasonably priced for its growth.
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 0.83 suggests the stock is reasonably priced for its growth.
Bear Case : IBP
The primary concerns for IBP are P/E Ratio, Price/Book, Debt/Equity.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 45.5x leaves little room for execution misses.
Key Dynamics to Monitor
IBP profiles as a value stock while MELI is a hypergrowth play — different risk/reward profiles.
IBP carries more volatility with a beta of 1.99 — 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 55/100) and 44.6% revenue growth. Both earn "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.
Installed Building Products Inc
CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION · USA
Installed Building Products, Inc. is engaged in the installation of insulation, waterproofing, fire protection, fire protection, garage doors, rain gutters, window blinds, shower doors, closet shelving and mirrors and other products in the Continental United States. The company is headquartered in Columbus, Ohio.
Visit Website →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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