MercadoLibre Inc. (MELI)vsMarriot Vacations Worldwide (VAC)
MELI
MercadoLibre Inc.
$1,607.80
-1.65%
CONSUMER CYCLICAL · Cap: $83.47B
VAC
Marriot Vacations Worldwide
$89.49
+3.02%
CONSUMER CYCLICAL · Cap: $3.21B
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 854% more annual revenue ($31.80B vs $3.33B). MELI leads profitability with a 6.0% profit margin vs -10.3%. MELI appears more attractively valued with a PEG of 1.02. MELI earns a higher WallStSmart Score of 58/100 (C).
MELI
Buy58
out of 100
Grade: C
VAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.7%
Fair Value
$5264.50
Current Price
$1607.80
$3656.70 discount
Margin of Safety
+40.1%
Fair Value
$92.80
Current Price
$89.49
$3.31 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
Reasonable price relative to book value
Areas to Watch
Trading at 11.2x book value
6.0% margin — thin
Elevated debt levels
Weak financial health signals
0.0% revenue growth
ROE of -17.2% — below average capital efficiency
Earnings declined 56.1%
Negative free cash flow — burning cash
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 1.02 suggests the stock is reasonably priced for its growth.
Bull Case : VAC
The strongest argument for VAC centers on Price/Book. PEG of 1.48 suggests the stock is reasonably priced for its growth.
Bear Case : MELI
The primary concerns for MELI are Price/Book, Profit Margin, Debt/Equity. A P/E of 43.5x leaves little room for execution misses. Debt-to-equity of 1.70 is elevated, increasing financial risk.
Bear Case : VAC
The primary concerns for VAC are Revenue Growth, Return on Equity, EPS Growth. Debt-to-equity of 2.83 is elevated, increasing financial risk.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while VAC is a turnaround play — different risk/reward profiles.
MELI carries more volatility with a beta of 1.35 — expect wider price swings.
MELI is growing revenue faster at 49.0% — sustainability is the question.
MELI generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
MELI scores higher overall (58/100 vs 49/100) and 49.0% revenue growth. VAC offers better value entry with a 40.1% 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.
Marriot Vacations Worldwide
CONSUMER CYCLICAL · RESORTS & CASINOS · USA
Marriott Vacations Worldwide Corporation, a vacation company, develops, markets, sells and manages vacation ownership and related products. The company is headquartered in Orlando, Florida.
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