MercadoLibre Inc. (MELI)vsTaylor Morn Home (TMHC)
MELI
MercadoLibre Inc.
$1,792.63
+1.45%
CONSUMER CYCLICAL · Cap: $90.88B
TMHC
Taylor Morn Home
$60.74
+0.13%
CONSUMER CYCLICAL · Cap: $5.67B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 280% more annual revenue ($28.89B vs $7.61B). TMHC leads profitability with a 8.8% profit margin vs 6.9%. MELI appears more attractively valued with a PEG of 0.83. MELI earns a higher WallStSmart Score of 62/100 (C+).
MELI
Buy62
out of 100
Grade: C+
TMHC
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.5%
Fair Value
$4981.85
Current Price
$1792.63
$3189.22 discount
Margin of Safety
+41.6%
Fair Value
$112.44
Current Price
$60.74
$51.70 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
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Trading at 13.5x book value
6.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 26.8%
Earnings declined 51.2%
Negative free cash flow — burning cash
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 0.83 suggests the stock is reasonably priced for its growth.
Bull Case : TMHC
The strongest argument for TMHC centers on P/E Ratio, Price/Book. PEG of 1.41 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 45.5x leaves little room for execution misses.
Bear Case : TMHC
The primary concerns for TMHC are Piotroski F-Score, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while TMHC is a value play — different risk/reward profiles.
TMHC carries more volatility with a beta of 1.58 — 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 59/100) and 44.6% revenue growth. TMHC offers better value entry with a 41.6% margin of safety. 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.
Taylor Morn Home
CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION · USA
Taylor Morrison Home Corporation, is a public housing builder in the United States. The company is headquartered in Scottsdale, Arizona.
Visit Website →Compare with Other INTERNET RETAIL Stocks
Want to dig deeper into these stocks?