MercadoLibre, Inc. vs PayPal Holdings, Inc., two Internet Retail stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where MELI and PYPL diverge most: on dividend yield, MELI reads 0.0% and PYPL reads 0.3%; on revenue growth, MELI reads +41.7% and PYPL reads +5.8%. The rest of the comparable metrics sit closer together. What MELI's price implies is a demanding bet versus history and the cohort (whole-company basis). What PYPL's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | MELI | PYPL |
|---|---|---|
| Price | $1852.49 | $46.33 |
| Market cap | $93.9B | $42.6B |
| Sector | Internet Retail | Internet Retail |
| Stage | Growth | Mature |
| P/E | 48.9 | 8.7 |
| P/B | 12.90 | 2.13 |
| P/S | 2.95 | 1.26 |
| EV/EBITDA | 30.4 | 7.4 |
| Revenue growth | +41.7% | +5.8% |
| Gross margin | 43.7% | — |
| Operating margin | 6.9% | 17.8% |
| Net margin | 6.0% | 15.0% |
| Return on equity | 26.4% | 25.3% |
| Return on assets | 4.1% | 6.3% |
| Return on invested capital | 12.8% | 15.4% |
| FCF yield | 12.6% | 12.9% |
| Dividend yield | 0.0% | 0.3% |
| Debt / equity | 1.36 | 0.54 |
| Current ratio | 1.16 | 1.26 |
| Altman Z (solvency) | 2.46 | 1.67 |
| Piotroski F (quality) | 6 / 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.