MercadoLibre Inc. (MELI)vsTapestry Inc (TPR)
MELI
MercadoLibre Inc.
$1,792.63
+1.45%
CONSUMER CYCLICAL · Cap: $90.88B
TPR
Tapestry Inc
$145.04
+2.43%
CONSUMER CYCLICAL · Cap: $28.98B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 284% more annual revenue ($28.89B vs $7.51B). TPR leads profitability with a 7.0% profit margin vs 6.9%. TPR appears more attractively valued with a PEG of 0.32. TPR earns a higher WallStSmart Score of 72/100 (B).
MELI
Buy62
out of 100
Grade: C+
TPR
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.5%
Fair Value
$4981.85
Current Price
$1792.63
$3189.22 discount
Intrinsic value data unavailable for TPR.
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
Growing faster than its price suggests
Every $100 of equity generates 55 in profit
Earnings expanding 94.2% YoY
Strong operational efficiency at 28.8%
Generating 1.1B in free cash flow
Areas to Watch
Trading at 13.5x book value
6.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
7.0% margin — thin
Premium valuation, high expectations priced in
Trading at 53.3x book value
Distress zone — elevated risk
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 : TPR
The strongest argument for TPR centers on PEG Ratio, Return on Equity, EPS Growth. Revenue growth of 14.0% demonstrates continued momentum. PEG of 0.32 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 : TPR
The primary concerns for TPR are Profit Margin, P/E Ratio, Price/Book. A P/E of 54.9x leaves little room for execution misses.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while TPR is a value play — different risk/reward profiles.
TPR carries more volatility with a beta of 1.61 — 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
TPR scores higher overall (72/100 vs 62/100) and 14.0% revenue growth. MELI offers better value entry with a 59.5% margin of safety. 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.
Tapestry Inc
CONSUMER CYCLICAL · LUXURY GOODS · USA
Tapestry, Inc. is an American multinational luxury fashion holding company. It is based in New York City and is the parent company of three major brands: Coach New York, Kate Spade New York and Stuart Weitzman.
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