COMPARE · Data as of August 24, 2026
MELI vs W
Verdict: Side-by-side breakdown using the Bull Rankings model. MELI scored 72.8, W scored 26.7 — MELI leads.
Compare another set
MELI
MercadoLibre, Inc.
72.8
$1,947.90 · $98.8B
fundamentals as of
Score gap
46.1
MELI leads
W
Wayfair Inc.
26.7
$103.19 · $14.1B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthMELI+41.2%
- 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
46
98
Growthrevenue & earnings expansion
43
53
Valuevaluation vs sector peers
10
MELI is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
MELI
W
$12.4bA-
FCF
$562mC+
+41.2%A
Rev
+7.5%B
1.69C+
D/E
—
53.0xD
P/E
—
1.37B
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
7% above
~-7%/yr
Growth the price implies10-yr FCF · lower = less priced in
~16%/yr
+80%
1-yr DCF upside
-29%
+135%
5-yr DCF upside
-7%
+245%
10-yr DCF upside
+40%
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.
Why now
Internet Retail · market cap $98.8b. Down 24% from 52-week high of $2548.50 — deep drawdown territory. Revenue growing +41% — in hypergrowth territory. 24 sell-side analysts rate this a Buy with a mean 1-yr target of $2,257 (implying +16% upside).
Moat
ROE 24% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong. $98.8b 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 53.0x 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.
Why now
Internet Retail · market cap $14.1b. 14% off the 52-week high of $119.98. 29 sell-side analysts rate this a Buy with a mean 1-yr target of $123.31 (implying +19% upside).
Moat
ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Currently unprofitable (margin -2.5%) — path to GAAP profitability is the core thesis risk. Beta 2.98 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 46.1 points in favor of MELI. The widest single difference is Growth, where MELI leads by 55.6 points.
- GrowthMELI 98.1 · W 42.5MELI +55.6
- ValueMELI 52.6 · W 9.7MELI +42.9
- QualityMELI 74.8 · W 46.4MELI +28.4
Pillars run 0–100 against sector peers, so a 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.