MercadoLibre Inc. (MELI)vsModine Manufacturing Company (MOD)
MELI
MercadoLibre Inc.
$1,624.53
-2.14%
CONSUMER CYCLICAL · Cap: $82.36B
MOD
Modine Manufacturing Company
$129.76
-6.51%
CONSUMER CYCLICAL · Cap: $7.64B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 943% more annual revenue ($35.18B vs $3.37B). MELI leads profitability with a 5.3% profit margin vs 4.3%. MOD appears more attractively valued with a PEG of 0.50. MOD earns a higher WallStSmart Score of 60/100 (C).
MELI
Buy60
out of 100
Grade: C+
MOD
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.4%
Fair Value
$5665.85
Current Price
$1624.53
$4041.32 discount
Intrinsic value data unavailable for MOD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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 3.2B in free cash flow
Growing faster than its price suggests
Revenue surging 28.0% year-over-year
Earnings expanding 44.2% YoY
Areas to Watch
Trading at 10.5x book value
5.3% margin — thin
Elevated debt levels
Weak financial health signals
4.3% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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 0.89 suggests the stock is reasonably priced for its growth.
Bull Case : MOD
The strongest argument for MOD centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 28.0% demonstrates continued momentum. PEG of 0.50 suggests the stock is reasonably priced for its growth.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Debt/Equity. A P/E of 44.2x leaves little room for execution misses. Debt-to-equity of 1.68 is elevated, increasing financial risk.
Bear Case : MOD
The primary concerns for MOD are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 51.3x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while MOD is a growth play — different risk/reward profiles.
MOD carries more volatility with a beta of 1.71 — expect wider price swings.
MELI is growing revenue faster at 49.8% — sustainability is the question.
MELI generates stronger free cash flow (3.2B), providing more financial flexibility.
Bottom Line
MELI scores higher overall (60/100 vs 60/100) and 49.8% 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.
Modine Manufacturing Company
CONSUMER CYCLICAL · AUTO PARTS · USA
Modine Manufacturing Company provides heat transfer systems and heat transfer components designed for use in on-highway and off-highway original equipment manufacturer (OEM) vehicular applications. The company is headquartered in Racine, Wisconsin.
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