MercadoLibre Inc. (MELI)vsPlby Group Inc (PLBY)
MELI
MercadoLibre Inc.
$1,841.14
+1.31%
CONSUMER CYCLICAL · Cap: $91.94B
PLBY
Plby Group Inc
$1.68
-5.08%
CONSUMER CYCLICAL · Cap: $204.36M
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 23793% more annual revenue ($28.89B vs $120.93M). MELI leads profitability with a 6.9% profit margin vs -10.5%. MELI appears more attractively valued with a PEG of 1.14. MELI earns a higher WallStSmart Score of 60/100 (C+).
MELI
Buy60
out of 100
Grade: C+
PLBY
Avoid28
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.3%
Fair Value
$4955.41
Current Price
$1841.14
$3114.27 discount
Margin of Safety
+23.9%
Fair Value
$3.56
Current Price
$1.68
$1.88 discount
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
No standout strengths identified
Areas to Watch
Trading at 13.8x book value
6.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 10.5x book value
4.2% revenue growth
0.0% earnings growth
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 : PLBY
PLBY has a balanced fundamental profile.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 47.0x leaves little room for execution misses.
Bear Case : PLBY
The primary concerns for PLBY are PEG Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while PLBY is a turnaround play — different risk/reward profiles.
PLBY carries more volatility with a beta of 1.93 — 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 28/100) and 44.6% revenue growth. PLBY offers better value entry with a 23.9% margin of safety. Both earn "Buy" and "Avoid" 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.
Plby Group Inc
CONSUMER CYCLICAL · LEISURE · USA
PLBY Group, Inc. is a global leisure and leisure company. The company is headquartered in Los Angeles, California.
Compare with Other INTERNET RETAIL Stocks
Want to dig deeper into these stocks?