MercadoLibre Inc. (MELI)vsM/I Homes Inc (MHO)
MELI
MercadoLibre Inc.
$1,632.52
-12.70%
CONSUMER CYCLICAL · Cap: $94.80B
MHO
M/I Homes Inc
$131.87
+1.42%
CONSUMER CYCLICAL · Cap: $3.35B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 562% more annual revenue ($28.89B vs $4.36B). MHO leads profitability with a 8.2% profit margin vs 6.9%. MHO appears more attractively valued with a PEG of 0.95. MELI earns a higher WallStSmart Score of 60/100 (C+).
MELI
Buy60
out of 100
Grade: C+
MHO
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.3%
Fair Value
$4955.41
Current Price
$1632.52
$3322.89 discount
Margin of Safety
-25.6%
Fair Value
$115.76
Current Price
$131.87
$16.11 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 36 in profit
Revenue surging 44.6% year-over-year
Large-cap with strong market position
Generating 4.8B in free cash flow
Attractively priced relative to earnings
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
Trading at 12.3x book value
6.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Revenue declined 5.7%
Earnings declined 35.9%
Comparative Analysis Report
WallStSmart ResearchBull 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 1.14 suggests the stock is reasonably priced for its growth.
Bull Case : MHO
The strongest argument for MHO centers on P/E Ratio, Price/Book, PEG Ratio. PEG of 0.95 suggests the stock is reasonably priced for its growth.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 47.4x leaves little room for execution misses.
Bear Case : MHO
The primary concerns for MHO are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while MHO is a value play — different risk/reward profiles.
MHO carries more volatility with a beta of 1.65 — 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 (60/100 vs 56/100) 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.
MercadoLibre Inc.
CONSUMER CYCLICAL · INTERNET RETAIL · USA
MercadoLibre, Inc. operates online trading platforms in Latin America. The company is headquartered in Buenos Aires, Argentina.
M/I Homes Inc
CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION · USA
M / I Homes, Inc., is a builder of single-family homes in Ohio, Indiana, Illinois, Michigan, Minnesota, North Carolina, Florida and Texas, United States. The company is headquartered in Columbus, Ohio.
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