MercadoLibre Inc. (MELI)vsTrip.com Group Ltd ADR (TCOM)
MELI
MercadoLibre Inc.
$1,607.80
-1.65%
CONSUMER CYCLICAL · Cap: $84.81B
TCOM
Trip.com Group Ltd ADR
$47.69
-1.94%
CONSUMER CYCLICAL · Cap: $30.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Trip.com Group Ltd ADR generates 96% more annual revenue ($62.41B vs $31.80B). TCOM leads profitability with a 53.3% profit margin vs 6.0%. MELI appears more attractively valued with a PEG of 1.07. TCOM earns a higher WallStSmart Score of 81/100 (A-).
MELI
Buy58
out of 100
Grade: C
TCOM
Exceptional Buy81
out of 100
Grade: A-
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
+87.0%
Fair Value
$362.17
Current Price
$47.69
$314.48 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
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 53 of every $100 in revenue as profit
Earnings expanding 98.1% YoY
Generating 13.6B in free cash flow
Conservative balance sheet, low leverage
Areas to Watch
Trading at 11.2x book value
6.0% margin — thin
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
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 : TCOM
The strongest argument for TCOM centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 53.3% and operating margin at 16.5%. Revenue growth of 20.8% 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 : TCOM
The primary concerns for TCOM are PEG Ratio.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while TCOM 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.
TCOM generates stronger free cash flow (13.6B), providing more financial flexibility.
Bottom Line
TCOM scores higher overall (81/100 vs 58/100), backed by strong 53.3% margins and 20.8% revenue growth. MELI offers better value entry with a 61.8% margin of safety. Both earn "Exceptional 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.
Trip.com Group Ltd ADR
CONSUMER CYCLICAL · TRAVEL SERVICES · China
Trip.com Group Limited is a travel service provider for accommodation booking, transportation ticketing, destination and package tours, corporate travel management and other travel-related services in China and internationally. The company is headquartered in Shanghai, the People's Republic of China.
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