Verdict: Side-by-side breakdown using the Bull Rankings model. MELI scored 77.4, W scored 24.6 — MELI leads.
Compare another set
MELI
MercadoLibre, Inc.
Internet Retail · Quality-Growth
77.4
$1,889.85 · $95.8B
fundamentals as of
Score gap
52.8
MELI leads
W
Wayfair Inc.
Internet Retail · Quality-Growth
24.6
$105.74 · $14.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthMELI+46.0%
Highest qualityMELI75 / 100
Largest discount to fair valueMELI-58%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
MELI
stronger →← stronger
W
75
Qualityreturns · margins · balance sheet
33
96
Growthrevenue & earnings expansion
43
64
Valuevaluation vs sector peers
10
MELI is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
MELI
W
$12.4bA-
FCF
$562mC+
+46.0%A
Rev
+7.5%B
1.69C+
D/E
Negative equity
51.4xD
P/E
—
1.01B+
PEG
23.50D
—
P/S
1.1xB
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
MELI
W
58% below
Price vs fair valuelower is cheaper
158% above
~-7%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~32%/yr
+86%
1-yr DCF upside
-63%
+141%
5-yr DCF upside
-61%
+248%
10-yr DCF upside
-59%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
MELI
Why this score
Durable high returns
W
Why this score
Diluting shareholders
The companies
MELIMercadoLibre, Inc.
Internet Retail · $1,889.85 · beta 1.31
Why now
Internet Retail · market cap $95.8b. Down 22% from 52-week high of $2428.00 — deep drawdown territory. Revenue growing +46% — in hypergrowth territory. 26 sell-side analysts rate this a Buy with a mean 1-yr target of $2,276 (implying +20% upside).
Moat
ROE 24% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately. Free cash flow runs well ahead of reported net income, mostly because of cash released from working capital ($7.5b) — a release that doesn't repeat every year the way earnings can. $95.8b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Trailing P/E 51.4x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. E-commerce competition — Amazon, Walmart, Shein, and Temu have each forced the rest of the category to compete on price, fulfillment speed, or assortment; sustaining margins requires one of those being structurally defended.
WWayfair Inc.
Internet Retail · $105.74 · beta 3.02
Why now
Internet Retail · market cap $14.5b. 12% off the 52-week high of $119.98. 29 sell-side analysts rate this a Buy with a mean 1-yr target of $123.72 (implying +17% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -2.5%) — path to GAAP profitability is the core thesis risk. Beta 3.02 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. E-commerce competition — Amazon, Walmart, Shein, and Temu have each forced the rest of the category to compete on price, fulfillment speed, or assortment; sustaining margins requires one of those being structurally defended.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where MELI and W diverge
On the headline score the gap is 52.8 points in favor of MELI. The widest single difference is Growth, where MELI leads by 53.9 points.
GrowthMELI 96.4 · W 42.5MELI +53.9
ValueMELI 64.3 · W 10.5MELI +53.8
QualityMELI 74.9 · W 33.4MELI +41.5
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is MELI or W the better stock?
MELI scores higher: MELI 77.4, W 24.6 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do MELI and W differ most?
The widest gap is growth, where MELI leads by 54 points on the 0–100 pillar scale. MELI leads all three pillars, so the gap is broad rather than a single-measure difference.
How are MELI and W scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.