JAKKS Pacific Inc (JAKK)vsMercadoLibre Inc. (MELI)
JAKK
JAKKS Pacific Inc
$21.66
-0.23%
CONSUMER CYCLICAL · Cap: $247.89M
MELI
MercadoLibre Inc.
$1,607.80
-1.65%
CONSUMER CYCLICAL · Cap: $84.81B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 5538% more annual revenue ($31.80B vs $564.09M). MELI leads profitability with a 6.0% profit margin vs 1.4%. MELI appears more attractively valued with a PEG of 1.07. MELI earns a higher WallStSmart Score of 58/100 (C).
JAKK
Hold40
out of 100
Grade: F
MELI
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-86.9%
Fair Value
$9.60
Current Price
$21.66
$12.06 premium
Margin of Safety
+61.8%
Fair Value
$5279.65
Current Price
$1607.80
$3671.85 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
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
Expensive relative to growth rate
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 3.7% — below average capital efficiency
Trading at 11.2x book value
6.0% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : JAKK
The strongest argument for JAKK centers on Price/Book, Debt/Equity.
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 1.07 suggests the stock is reasonably priced for its growth.
Bear Case : JAKK
The primary concerns for JAKK are PEG Ratio, P/E Ratio, Market Cap. Thin 1.4% margins leave little buffer for downturns.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Debt/Equity. A P/E of 44.1x leaves little room for execution misses. Debt-to-equity of 1.70 is elevated, increasing financial risk.
Key Dynamics to Monitor
JAKK profiles as a value stock while MELI is a hypergrowth play — different risk/reward profiles.
JAKK carries more volatility with a beta of 1.44 — expect wider price swings.
MELI is growing revenue faster at 49.0% — sustainability is the question.
MELI generates stronger free cash flow (1.3B), providing more financial flexibility.
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.
JAKKS Pacific Inc
CONSUMER CYCLICAL · LEISURE · USA
JAKKS Pacific, Inc. develops, produces and markets toys, consumables and electronic and related products worldwide. The company is headquartered in Santa Monica, California.
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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