Levi Strauss & Co Class A (LEVI)vsMercadoLibre Inc. (MELI)
LEVI
Levi Strauss & Co Class A
$21.89
-1.84%
CONSUMER CYCLICAL · Cap: $8.42B
MELI
MercadoLibre Inc.
$1,792.63
+1.45%
CONSUMER CYCLICAL · Cap: $90.88B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 345% more annual revenue ($28.89B vs $6.50B). LEVI leads profitability with a 9.5% profit margin vs 6.9%. LEVI trades at a lower P/E of 16.1x. MELI earns a higher WallStSmart Score of 62/100 (C+).
LEVI
Buy62
out of 100
Grade: C+
MELI
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.6%
Fair Value
$55.96
Current Price
$21.89
$34.07 discount
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 25 in profit
Attractively priced relative to earnings
Earnings expanding 32.6% YoY
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
No major concerns identified
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 : LEVI
The strongest argument for LEVI centers on Return on Equity, P/E Ratio, EPS Growth. Revenue growth of 14.1% 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 0.83 suggests the stock is reasonably priced for its growth.
Bear Case : LEVI
No major red flags identified for LEVI, but monitor valuation.
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
LEVI profiles as a value stock while MELI is a hypergrowth play — different risk/reward profiles.
MELI carries more volatility with a beta of 1.49 — 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
LEVI scores higher overall (62/100 vs 62/100) and 14.1% revenue growth. MELI offers better value entry with a 59.5% margin of safety. 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.
Levi Strauss & Co Class A
CONSUMER CYCLICAL · APPAREL MANUFACTURING · USA
Levi Strauss & Co. is a clothing company. The company is headquartered in San Francisco, California.
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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