MercadoLibre Inc. (MELI)vsRush Street Interactive Inc (RSI)
MELI
MercadoLibre Inc.
$1,607.80
-1.65%
CONSUMER CYCLICAL · Cap: $84.81B
RSI
Rush Street Interactive Inc
$26.23
+0.99%
CONSUMER CYCLICAL · Cap: $6.85B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 2460% more annual revenue ($31.80B vs $1.24B). MELI leads profitability with a 6.0% profit margin vs 3.0%. MELI trades at a lower P/E of 44.1x. MELI earns a higher WallStSmart Score of 58/100 (C).
MELI
Buy58
out of 100
Grade: C
RSI
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.8%
Fair Value
$5279.65
Current Price
$1607.80
$3671.85 discount
Margin of Safety
+3.0%
Fair Value
$30.50
Current Price
$26.23
$4.27 discount
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
Revenue surging 41.1% year-over-year
Earnings expanding 67.2% YoY
Every $100 of equity generates 23 in profit
Areas to Watch
Trading at 11.2x book value
6.0% margin — thin
Elevated debt levels
Weak financial health signals
Trading at 17.0x book value
3.0% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
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 : RSI
The strongest argument for RSI centers on Revenue Growth, EPS Growth, Return on Equity. Revenue growth of 41.1% 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 : RSI
The primary concerns for RSI are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 87.1x leaves little room for execution misses. Thin 3.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
RSI carries more volatility with a beta of 1.59 — 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.
Monitor INTERNET RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MELI scores higher overall (58/100 vs 56/100) and 49.0% 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.
Rush Street Interactive Inc
CONSUMER CYCLICAL · GAMBLING · USA
Rush Street Interactive, Inc. is an online casino and sports betting company in the United States and Latin America. The company is headquartered in Chicago, Illinois.
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