MercadoLibre Inc. (MELI)vsPlanet Fitness Inc (PLNT)
MELI
MercadoLibre Inc.
$1,897.37
-0.47%
CONSUMER CYCLICAL · Cap: $96.19B
PLNT
Planet Fitness Inc
$50.75
+1.54%
CONSUMER CYCLICAL · Cap: $3.78B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 2603% more annual revenue ($35.18B vs $1.30B). PLNT leads profitability with a 18.3% profit margin vs 5.3%. PLNT appears more attractively valued with a PEG of 0.92. PLNT earns a higher WallStSmart Score of 62/100 (C+).
MELI
Buy60
out of 100
Grade: C+
PLNT
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.8%
Fair Value
$5728.38
Current Price
$1897.37
$3831.01 discount
Intrinsic value data unavailable for PLNT.
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 3.4B in free cash flow
Strong operational efficiency at 33.7%
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
Earnings expanding 26.1% YoY
Areas to Watch
Trading at 12.3x book value
5.3% margin — thin
Elevated debt levels
Weak financial health signals
4.5% revenue growth
ROE of 0.0% — below average capital efficiency
Distress zone — elevated risk
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 0.92 suggests the stock is reasonably priced for its growth.
Bull Case : PLNT
The strongest argument for PLNT centers on Operating Margin, Debt/Equity, PEG Ratio. Profitability is solid with margins at 18.3% and operating margin at 33.7%. PEG of 0.92 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 51.8x leaves little room for execution misses. Debt-to-equity of 1.68 is elevated, increasing financial risk.
Bear Case : PLNT
The primary concerns for PLNT are Revenue Growth, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while PLNT is a value 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
PLNT scores higher overall (62/100 vs 60/100), backed by strong 18.3% margins. MELI offers better value entry with a 64.8% 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.
MercadoLibre Inc.
CONSUMER CYCLICAL · INTERNET RETAIL · USA
MercadoLibre, Inc. operates online trading platforms in Latin America. The company is headquartered in Buenos Aires, Argentina.
Planet Fitness Inc
CONSUMER CYCLICAL · LEISURE · USA
Planet Fitness, Inc., franchises and operates gyms under the Planet Fitness brand. The company is headquartered in Hampton, New Hampshire.
Visit Website →Compare with Other INTERNET RETAIL Stocks
Want to dig deeper into these stocks?