COMP <GO>
MELI vs EBAY // ENTERPRISE SCALE & MARKET CAP
MercadoLibre Inc. (NASDAQ) VS. eBay Inc. (NASDAQ) • 15-METRIC TALLY: MELI 5
— EBAY 9
▲ ENTERPRISE SCALE & MARKET CAP LEADER: MELI
LAST: $1,624.53 (-2.14%) • MKT CAP: $84.16B
market-cap
$84.16B
LAST: $121.64 (+0.37%) • MKT CAP: $53.93B
market-cap
$53.93B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MELI VS. EBAY)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MELI | EBAY | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 63.20% | 71.50% | -8.30 | EBAY | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 13.90% | 22.30% | -8.40 | EBAY | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.0x | 21.1x | +2.90 | EBAY | /valuation <GO> |
| Free Cash Flow Yield | 13.31% | 2.66% | +10.65 | MELI | /fcf-yield <GO> |
| Operating Margin | 15.70% | 20.50% | -4.80 | EBAY | /operating-margins <GO> |
| Net Profit Margin | 9.80% | 18.30% | -8.50 | EBAY | /net-margins <GO> |
| Revenue Growth (YoY) | 34.30% | 7.90% | +26.40 | MELI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.98% | -0.98 | EBAY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.46 | 6.75 | -4.29 | EBAY | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | MELI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 35.7 | 63.3 | -27.60 | EBAY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.93 | 0.87 | +0.06 | MELI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 35.4x | 24.7x | +10.70 | EBAY | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $84.16B | $53.93B | $30.23B | MELI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MELI REV | EBAY REV | MELI GROSS % | EBAY GROSS % | MELI FCF | EBAY FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $20.34B | $11.10B | 63.2% | 71.5% | $11.20B | $1.43B |
| FY 2024 | $15.14B | $10.28B | 63.3% | 72.0% | $7.24B | $1.96B |
| FY 2023 | $10.49B | $10.11B | — | — | $4.67B | $1.97B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MELI // BETA 0.93
EBAY // BETA 0.87