FAIR ISAAC CORP vs MercadoLibre, Inc., two Internet Retail stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where FICO and MELI diverge most: on return on assets, FICO reads 40.0% and MELI reads 3.6%; on operating margin, FICO reads 53.8% and MELI reads 6.7%. The rest of the comparable metrics sit closer together. What FICO'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 | FICO | MELI |
|---|---|---|
| Price | $667.21 | $1889.35 |
| Market cap | $14.4B | $95.8B |
| Sector | Internet Retail | Internet Retail |
| Stage | Growth | Growth |
| Implied growth (priced in) | -2.0% | — |
| P/E | 19.3 | 51.4 |
| P/B | — | 12.23 |
| P/S | 6.02 | 2.72 |
| EV/EBITDA | 15.8 | 32.5 |
| Revenue growth | +23.6% | +45.7% |
| Gross margin | — | 40.9% |
| Operating margin | 53.8% | 6.7% |
| Net margin | 34.0% | 5.3% |
| Return on equity | — | 23.8% |
| Return on assets | 40.0% | 3.6% |
| Return on invested capital | 62.7% | 12.1% |
| FCF yield | 6.7% | 13.0% |
| Dividend yield | 0.0% | 0.0% |
| Debt / equity | — | 1.36 |
| Current ratio | 1.18 | 1.12 |
| Altman Z (solvency) | 6.83 | 2.33 |
| Piotroski F (quality) | 6 / 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.