MercadoLibre Inc. (MELI)vsSea Ltd (SE)
MELI
MercadoLibre Inc.
$1,690.26
-2.19%
CONSUMER CYCLICAL · Cap: $87.82B
SE
Sea Ltd
$84.47
-3.56%
CONSUMER CYCLICAL · Cap: $51.84B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 26% more annual revenue ($28.89B vs $22.94B). MELI leads profitability with a 6.9% profit margin vs 6.9%. SE appears more attractively valued with a PEG of 0.61. SE earns a higher WallStSmart Score of 70/100 (B-).
MELI
Buy62
out of 100
Grade: C+
SE
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-654.8%
Fair Value
$267.38
Current Price
$1690.26
$1422.88 premium
Margin of Safety
+2.9%
Fair Value
$117.94
Current Price
$84.47
$33.47 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
Growing faster than its price suggests
Generating 4.8B in free cash flow
Revenue surging 38.4% year-over-year
Earnings expanding 58.5% YoY
Large-cap with strong market position
Growing faster than its price suggests
Generating 1.0B in free cash flow
Areas to Watch
Trading at 12.7x book value
6.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
6.9% margin — thin
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 0.82 suggests the stock is reasonably priced for its growth.
Bull Case : SE
The strongest argument for SE centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 38.4% demonstrates continued momentum. PEG of 0.61 suggests the stock is reasonably priced for its growth.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 44.1x leaves little room for execution misses.
Bear Case : SE
The primary concerns for SE are P/E Ratio, Profit Margin.
Key Dynamics to Monitor
SE carries more volatility with a beta of 1.63 — 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.
Monitor INTERNET RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SE scores higher overall (70/100 vs 62/100) and 38.4% revenue growth. 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.
Sea Ltd
CONSUMER CYCLICAL · INTERNET RETAIL · USA
Sea Limited is engaged in the digital entertainment, e-commerce and digital financial services businesses in Southeast Asia, Latin America, the rest of Asia and internationally. The company is headquartered in Singapore.
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