COMPARE · Data as of August 14, 2026
MELI vs RVLV
Verdict: Side-by-side breakdown using the Bull Rankings model. MELI scored 78.3, RVLV scored 66.1 — MELI leads.
Compare another set
MELI
MercadoLibre, Inc.
78.3
$1,844.58 · $93.5B
fundamentals as of
Score gap
12.2
MELI leads
RVLV
Revolve Group, Inc.
66.1
$23.69 · $1.7B
fundamentals as of
The model, pillar by pillar (0–100 each)
MELI
stronger →← stronger
RVLV
75
Qualityreturns · margins · balance sheet
61
98
Growthrevenue & earnings expansion
76
66
Valuevaluation vs sector peers
62
MELI is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
MELI
RVLV
$12.4bA-
FCF
$28mC-
+41.2%A
Rev
+10.8%B
1.69C+
D/E
0.06A
50.2xD
P/E
23.2xC+
1.12B+
PEG
1.08B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
MELI
RVLV
60% below
Price vs fair valuelower is cheaper
294% above
~-8%/yr
Growth the price implies10-yr FCF · lower = less priced in
~55%/yr
+90%
1-yr DCF upside
-80%
+149%
5-yr DCF upside
-75%
+264%
10-yr DCF upside
-64%
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
RVLV
No notable signals flagged.
The companies
MELIMercadoLibre, Inc.
Why now
Internet Retail · market cap $93.5b. Down 28% 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 $2,252 (implying +22% 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. $93.5b 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 50.2x 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.
RVLVRevolve Group, Inc.
Why now
Internet Retail · market cap $1.7b. Down 25% from 52-week high of $31.68 — deep drawdown territory. Revenue growing +11%, comfortably above the S&P median. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $30.85 (implying +30% upside).
Moat
ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Beta 1.64 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 RVLV diverge
On the headline score the gap is 12.2 points in favor of MELI. The widest single difference is Growth, where MELI leads by 22.5 points.
- GrowthMELI 98.1 · RVLV 75.6MELI +22.5
- QualityMELI 74.8 · RVLV 61.4MELI +13.4
- ValueMELI 65.5 · RVLV 62.3MELI +3.2
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.