WallStSmart

MercadoLibre Inc. (MELI)vsShake Shack Inc (SHAK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

MercadoLibre Inc. generates 1899% more annual revenue ($28.89B vs $1.45B). MELI leads profitability with a 6.9% profit margin vs 3.2%. MELI appears more attractively valued with a PEG of 0.83. MELI earns a higher WallStSmart Score of 62/100 (C+).

MELI

Buy

62

out of 100

Grade: C+

Growth: 7.3Profit: 6.5Value: 7.3Quality: 5.3
Piotroski: 2/9Altman Z: 2.04

SHAK

Hold

50

out of 100

Grade: D+

Growth: 8.0Profit: 5.0Value: 4.7Quality: 4.8
Piotroski: 3/9Altman Z: 1.39
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MELIUndervalued (+59.5%)

Margin of Safety

+59.5%

Fair Value

$4981.85

Current Price

$1792.63

$3189.22 discount

UndervaluedFair: $4981.85Overvalued
SHAKUndervalued (+35.5%)

Margin of Safety

+35.5%

Fair Value

$150.43

Current Price

$100.61

$49.82 discount

UndervaluedFair: $150.43Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MELI5 strengths · Avg: 9.0/10
Return on EquityProfitability
36.0%10/10

Every $100 of equity generates 36 in profit

Revenue GrowthGrowth
44.6%10/10

Revenue surging 44.6% year-over-year

Market CapQuality
$90.88B9/10

Large-cap with strong market position

PEG RatioValuation
0.838/10

Growing faster than its price suggests

Free Cash FlowQuality
$4.78B8/10

Generating 4.8B in free cash flow

SHAK2 strengths · Avg: 8.0/10
Revenue GrowthGrowth
21.9%8/10

Revenue surging 21.9% year-over-year

EPS GrowthGrowth
28.7%8/10

Earnings expanding 28.7% YoY

Areas to Watch

MELI4 concerns · Avg: 3.0/10
Price/BookValuation
13.5x4/10

Trading at 13.5x book value

Profit MarginProfitability
6.9%3/10

6.9% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
45.5x2/10

Premium valuation, high expectations priced in

SHAK4 concerns · Avg: 2.5/10
Profit MarginProfitability
3.2%3/10

3.2% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.552/10

Expensive relative to growth rate

P/E RatioValuation
92.3x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull 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 0.83 suggests the stock is reasonably priced for its growth.

Bull Case : SHAK

The strongest argument for SHAK centers on Revenue Growth, EPS Growth. Revenue growth of 21.9% demonstrates continued momentum.

Bear Case : MELI

The primary concerns for MELI are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 45.5x leaves little room for execution misses.

Bear Case : SHAK

The primary concerns for SHAK are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 92.3x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.

Key Dynamics to Monitor

MELI profiles as a hypergrowth stock while SHAK is a growth play — different risk/reward profiles.

SHAK carries more volatility with a beta of 1.75 — 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.

Bottom Line

MELI scores higher overall (62/100 vs 50/100) and 44.6% revenue growth. SHAK offers better value entry with a 35.5% margin of safety. Both earn "Buy" and "Hold" 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.

Shake Shack Inc

CONSUMER CYCLICAL · RESTAURANTS · USA

Shake Shack Inc. owns, operates and licenses Shake Shack restaurants (Shacks) in the United States and internationally. The company is headquartered in New York, New York.

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