MercadoLibre Inc. (MELI)vsThe TJX Companies Inc (TJX)
MELI
MercadoLibre Inc.
$1,779.14
-0.47%
CONSUMER CYCLICAL · Cap: $90.62B
TJX
The TJX Companies Inc
$150.96
0.00%
CONSUMER CYCLICAL · Cap: $166.64B
Smart Verdict
WallStSmart Research — data-driven comparison
The TJX Companies Inc generates 75% more annual revenue ($61.58B vs $35.18B). TJX leads profitability with a 9.4% profit margin vs 5.3%. MELI appears more attractively valued with a PEG of 1.32. MELI earns a higher WallStSmart Score of 58/100 (C).
MELI
Buy58
out of 100
Grade: C
TJX
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.0%
Fair Value
$5760.17
Current Price
$1779.14
$3981.03 discount
Margin of Safety
-8.8%
Fair Value
$138.78
Current Price
$150.96
$12.18 premium
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
Generating 3.4B in free cash flow
Every $100 of equity generates 56 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Earnings expanding 29.3% YoY
Areas to Watch
Trading at 11.5x book value
5.3% margin — thin
Elevated debt levels
Weak financial health signals
Moderate valuation
Trading at 16.0x book value
Elevated debt levels
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 49.8% demonstrates continued momentum. PEG of 1.32 suggests the stock is reasonably priced for its growth.
Bull Case : TJX
The strongest argument for TJX centers on Return on Equity, Altman Z-Score, Market Cap.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Debt/Equity. A P/E of 50.3x leaves little room for execution misses. Debt-to-equity of 1.68 is elevated, increasing financial risk.
Bear Case : TJX
The primary concerns for TJX are P/E Ratio, Price/Book, Debt/Equity.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while TJX 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 (3.4B), providing more financial flexibility.
Bottom Line
MELI scores higher overall (58/100 vs 56/100) and 49.8% 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.
The TJX Companies Inc
CONSUMER CYCLICAL · APPAREL RETAIL · USA
The TJX Companies, Inc. (abbreviated TJX) is an American multinational off-price department store corporation, headquartered in Framingham, Massachusetts.
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