Corpay, Inc vs MercadoLibre, Inc., two Internet Retail stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CPAY and MELI diverge most: on operating margin, CPAY reads 50.5% and MELI reads 6.9%; on net margin, CPAY reads 24.6% and MELI reads 6.0%. The rest of the comparable metrics sit closer together. What CPAY's price implies is a bet that sits within the historical range (whole-company basis). What MELI's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | CPAY | MELI |
|---|---|---|
| Price | $382.15 | $1878.37 |
| Market cap | $26.2B | $95.2B |
| Sector | Internet Retail | Internet Retail |
| Stage | Growth | Growth |
| Implied growth (priced in) | +1.1% | — |
| P/E | 22.9 | 49.6 |
| P/B | 7.36 | 13.08 |
| P/S | 5.47 | 2.99 |
| EV/EBITDA | 14.4 | 30.8 |
| Revenue growth | +18.2% | +41.7% |
| Gross margin | — | 43.7% |
| Operating margin | 50.5% | 6.9% |
| Net margin | 24.6% | 6.0% |
| Return on equity | 33.1% | 26.4% |
| Return on assets | 4.4% | 4.1% |
| Return on invested capital | 8.7% | 12.8% |
| FCF yield | 5.0% | 12.4% |
| Dividend yield | — | 0.0% |
| Debt / equity | 3.97 | 1.36 |
| Current ratio | 0.98 | 1.16 |
| Altman Z (solvency) | 6.80 | 2.48 |
| Piotroski F (quality) | 5 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.