Levi Strauss & Co Class A (LEVI)vsMercadoLibre Inc. (MELI)
LEVI
Levi Strauss & Co Class A
$20.16
+0.20%
CONSUMER CYCLICAL · Cap: $8.02B
MELI
MercadoLibre Inc.
$1,897.37
-0.47%
CONSUMER CYCLICAL · Cap: $96.19B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 432% more annual revenue ($35.18B vs $6.61B). LEVI leads profitability with a 9.7% profit margin vs 5.3%. LEVI trades at a lower P/E of 14.9x. MELI earns a higher WallStSmart Score of 60/100 (C+).
LEVI
Buy58
out of 100
Grade: C
MELI
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+30.1%
Fair Value
$31.54
Current Price
$20.16
$11.38 discount
Margin of Safety
+64.8%
Fair Value
$5728.38
Current Price
$1897.37
$3831.01 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 28 in profit
Attractively priced relative to earnings
Earnings expanding 31.1% YoY
Revenue surging 49.8% year-over-year
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Growing faster than its price suggests
Generating 3.4B in free cash flow
Areas to Watch
Elevated debt levels
Trading at 12.3x book value
5.3% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : LEVI
The strongest argument for LEVI centers on Return on Equity, P/E Ratio, EPS Growth.
Bull Case : MELI
The strongest argument for MELI centers on Revenue Growth, Market Cap, Return on Equity. Revenue growth of 49.8% demonstrates continued momentum. PEG of 0.92 suggests the stock is reasonably priced for its growth.
Bear Case : LEVI
The primary concerns for LEVI are Debt/Equity.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Debt/Equity. A P/E of 51.8x leaves little room for execution misses. Debt-to-equity of 1.68 is elevated, increasing financial risk.
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 1.31 — expect wider price swings.
MELI is growing revenue faster at 49.8% — sustainability is the question.
MELI generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
MELI scores higher overall (60/100 vs 58/100) and 49.8% revenue growth. LEVI offers better value entry with a 30.1% 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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