MercadoLibre Inc. (MELI)vsModine Manufacturing Company (MOD)
MELI
MercadoLibre Inc.
$1,599.52
-1.93%
CONSUMER CYCLICAL · Cap: $81.09B
MOD
Modine Manufacturing Company
$213.96
-0.86%
CONSUMER CYCLICAL · Cap: $11.28B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 905% more annual revenue ($28.89B vs $2.87B). MELI leads profitability with a 6.9% profit margin vs 3.4%. MELI appears more attractively valued with a PEG of 0.76. MELI earns a higher WallStSmart Score of 62/100 (C+).
MELI
Buy62
out of 100
Grade: C+
MOD
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-654.2%
Fair Value
$267.58
Current Price
$1599.52
$1331.94 premium
Margin of Safety
-1654.6%
Fair Value
$12.51
Current Price
$213.96
$201.45 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
Growing faster than its price suggests
Generating 4.8B in free cash flow
Revenue surging 30.5% year-over-year
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
Trading at 12.0x book value
6.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 10.1x book value
3.4% margin — thin
Premium valuation, high expectations priced in
Earnings declined 3.5%
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 0.76 suggests the stock is reasonably priced for its growth.
Bull Case : MOD
The strongest argument for MOD centers on Revenue Growth, Altman Z-Score, PEG Ratio. Revenue growth of 30.5% demonstrates continued momentum. PEG of 0.88 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 40.6x leaves little room for execution misses.
Bear Case : MOD
The primary concerns for MOD are Price/Book, Profit Margin, P/E Ratio. A P/E of 116.3x leaves little room for execution misses. Thin 3.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
MOD carries more volatility with a beta of 1.68 — 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.
Monitor INTERNET RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MELI scores higher overall (62/100 vs 55/100) 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.
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.
Compare with Other INTERNET RETAIL Stocks
Want to dig deeper into these stocks?