MercadoLibre, Inc. vs VISA INC., two Internet Retail stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where MELI and V diverge most: on operating margin, MELI reads 6.9% and V reads 64.4%; on net margin, MELI reads 6.0% and V reads 51.7%. 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 V'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 | V |
|---|---|---|
| Price | $1852.49 | $348.63 |
| Market cap | $93.9B | $648.5B |
| Sector | Internet Retail | Internet Retail |
| Stage | Growth | Mature |
| Implied growth (priced in) | — | +19.7% |
| P/E | 48.9 | — |
| P/B | 12.90 | 18.18 |
| P/S | 2.95 | 15.07 |
| EV/EBITDA | 30.4 | 23.9 |
| Revenue growth | +41.7% | +14.4% |
| Gross margin | 43.7% | — |
| Operating margin | 6.9% | 64.4% |
| Net margin | 6.0% | 51.7% |
| Return on equity | 26.4% | 62.4% |
| Return on assets | 4.1% | 23.4% |
| Return on invested capital | 12.8% | 37.0% |
| FCF yield | 12.6% | 3.3% |
| Dividend yield | 0.0% | 0.2% |
| Debt / equity | 1.36 | 0.67 |
| Current ratio | 1.16 | 1.09 |
| Altman Z (solvency) | 2.46 | 6.93 |
| 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.