Jumia Technologies AG (JMIA)vsMercadoLibre Inc. (MELI)
JMIA
Jumia Technologies AG
$7.10
+2.45%
CONSUMER CYCLICAL · Cap: $1.23B
MELI
MercadoLibre Inc.
$1,639.47
+1.70%
CONSUMER CYCLICAL · Cap: $81.72B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 17515% more annual revenue ($28.89B vs $164.02M). MELI leads profitability with a 6.9% profit margin vs -42.5%. MELI earns a higher WallStSmart Score of 62/100 (C+).
JMIA
Avoid23
out of 100
Grade: F
MELI
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JMIA.
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
Revenue surging 25.1% year-over-year
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
Trading at 10.0x book value
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -178.7% — below average capital efficiency
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 : JMIA
The strongest argument for JMIA centers on Revenue Growth. Revenue growth of 25.1% demonstrates continued momentum.
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 : JMIA
The primary concerns for JMIA are Price/Book, EPS Growth, Market Cap.
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
JMIA profiles as a growth stock while MELI is a hypergrowth play — different risk/reward profiles.
JMIA carries more volatility with a beta of 2.30 — 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 23/100) and 44.6% revenue growth. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Jumia Technologies AG
CONSUMER CYCLICAL · INTERNET RETAIL · USA
Jumia Technologies AG operates an e-commerce platform in Africa, Portugal, Germany and the United Arab Emirates. The company is headquartered in Berlin, Germany.
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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