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 35.3% and MELI reads 6.7%; on net margin, CPAY reads 22.7% and MELI reads 5.3%. 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 | $397.87 | $1889.35 |
| Market cap | $26.4B | $95.8B |
| Sector | Internet Retail | Internet Retail |
| Stage | Growth | Growth |
| Implied growth (priced in) | -0.9% | — |
| P/E | 24.2 | 51.4 |
| P/B | 7.35 | 12.23 |
| P/S | 5.26 | 2.72 |
| EV/EBITDA | 12.8 | 32.5 |
| Revenue growth | +20.4% | +45.7% |
| Gross margin | — | 40.9% |
| Operating margin | 35.3% | 6.7% |
| Net margin | 22.7% | 5.3% |
| Return on equity | 31.8% | 23.8% |
| Return on assets | 4.0% | 3.6% |
| Return on invested capital | 11.3% | 12.1% |
| FCF yield | 6.2% | 13.0% |
| Dividend yield | — | 0.0% |
| Debt / equity | 2.96 | 1.36 |
| Current ratio | 0.97 | 1.12 |
| Altman Z (solvency) | 6.75 | 2.33 |
| Piotroski F (quality) | 8 / 9 | 6 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.