MercadoLibre Inc. (MELI)vsRollins Inc (ROL)
MELI
MercadoLibre Inc.
$1,660.13
-0.77%
CONSUMER CYCLICAL · Cap: $92.98B
ROL
Rollins Inc
$34.69
+3.55%
CONSUMER CYCLICAL · Cap: $16.69B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 782% more annual revenue ($35.18B vs $3.99B). ROL leads profitability with a 13.2% profit margin vs 5.3%. MELI appears more attractively valued with a PEG of 1.00. MELI earns a higher WallStSmart Score of 58/100 (C).
MELI
Buy58
out of 100
Grade: C
ROL
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.4%
Fair Value
$5665.85
Current Price
$1660.13
$4005.72 discount
Margin of Safety
+49.1%
Fair Value
$68.19
Current Price
$34.69
$33.50 discount
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
Every $100 of equity generates 38 in profit
Strong operational efficiency at 20.6%
Areas to Watch
Trading at 10.7x book value
5.3% margin — thin
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 11.9x book value
Expensive relative to growth rate
Earnings declined 2.3%
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 1.00 suggests the stock is reasonably priced for its growth.
Bull Case : ROL
The strongest argument for ROL centers on Return on Equity, Operating Margin.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Debt/Equity. A P/E of 50.5x leaves little room for execution misses. Debt-to-equity of 1.68 is elevated, increasing financial risk.
Bear Case : ROL
The primary concerns for ROL are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while ROL 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 (3.2B), providing more financial flexibility.
Bottom Line
MELI scores higher overall (58/100 vs 52/100) and 49.8% revenue growth. ROL offers better value entry with a 49.1% 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.
Rollins Inc
CONSUMER CYCLICAL · PERSONAL SERVICES · USA
Rollins, Inc. is a North American consumer and commercial services company.
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