MercadoLibre Inc. (MELI)vsWinnebago Industries Inc (WGO)
MELI
MercadoLibre Inc.
$1,607.80
-1.65%
CONSUMER CYCLICAL · Cap: $84.81B
WGO
Winnebago Industries Inc
$27.70
-1.49%
CONSUMER CYCLICAL · Cap: $820.84M
Smart Verdict
WallStSmart Research — data-driven comparison
MercadoLibre Inc. generates 992% more annual revenue ($31.80B vs $2.91B). MELI leads profitability with a 6.0% profit margin vs 1.4%. WGO appears more attractively valued with a PEG of 0.17. MELI earns a higher WallStSmart Score of 58/100 (C).
MELI
Buy58
out of 100
Grade: C
WGO
Buy54
out of 100
Grade: C-
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
+37.3%
Fair Value
$75.49
Current Price
$27.70
$47.79 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
Growing faster than its price suggests
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Areas to Watch
Trading at 11.2x book value
6.0% margin — thin
Elevated debt levels
Weak financial health signals
Smaller company, higher risk/reward
ROE of 3.4% — below average capital efficiency
1.4% margin — thin
Operating margin of 1.8%
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 : WGO
The strongest argument for WGO centers on PEG Ratio, Price/Book, Altman Z-Score. PEG of 0.17 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 44.1x leaves little room for execution misses. Debt-to-equity of 1.70 is elevated, increasing financial risk.
Bear Case : WGO
The primary concerns for WGO are Market Cap, Return on Equity, Profit Margin. Thin 1.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
MELI profiles as a hypergrowth stock while WGO is a value 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.
MELI generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
MELI scores higher overall (58/100 vs 54/100) and 49.0% revenue growth. WGO offers better value entry with a 37.3% 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.
Winnebago Industries Inc
CONSUMER CYCLICAL · RECREATIONAL VEHICLES · USA
Winnebago Industries, Inc. manufactures and sells recreational vehicles and marine products primarily for use in leisure travel and outdoor recreational activities. The company is headquartered in Forest City, Iowa.
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