MercadoLibre Inc. (MELI)vsPlanet Fitness Inc (PLNT)
MELI
MercadoLibre Inc.
$1,607.80
-1.65%
CONSUMER CYCLICAL · Cap: $84.81B
PLNT
Planet Fitness Inc
$50.68
-1.27%
CONSUMER CYCLICAL · Cap: $4.05B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 2370% more annual revenue ($31.80B vs $1.29B). PLNT leads profitability with a 17.8% profit margin vs 6.0%. PLNT appears more attractively valued with a PEG of 0.88. PLNT earns a higher WallStSmart Score of 68/100 (B-).
MELI
Buy58
out of 100
Grade: C
PLNT
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.8%
Fair Value
$5279.65
Current Price
$1607.80
$3671.85 discount
Intrinsic value data unavailable for PLNT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 49.0% year-over-year
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Generating 1.3B in free cash flow
Strong operational efficiency at 32.5%
Conservative balance sheet, low leverage
Growing faster than its price suggests
19.7% revenue growth
Earnings expanding 30.2% YoY
Areas to Watch
Trading at 11.2x book value
6.0% margin — thin
Elevated debt levels
Weak financial health signals
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 49.0% demonstrates continued momentum. PEG of 1.07 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 17.8% and operating margin at 32.5%. Revenue growth of 19.7% demonstrates continued momentum.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Debt/Equity. A P/E of 44.1x leaves little room for execution misses. Debt-to-equity of 1.70 is elevated, increasing financial risk.
Bear Case : PLNT
The primary concerns for PLNT are Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while PLNT is a growth play — different risk/reward profiles.
MELI carries more volatility with a beta of 1.41 — expect wider price swings.
MELI is growing revenue faster at 49.0% — sustainability is the question.
MELI generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
PLNT scores higher overall (68/100 vs 58/100), backed by strong 17.8% margins and 19.7% revenue growth. MELI offers better value entry with a 61.8% margin of safety. Both earn "Strong 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.
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