These two growth stocks operate similar business models in different regions.
2 extracted signals · 2 resolved · 0 still active
Parkev Tatevosian, CFA14 Sept 2025, 19:45 UTC
AI-generated source summary
The analysis compares Sea Limited (SE) and Mercado Libre (MELI) based on revenue growth, operating cash flow to sales, and return on invested capital (ROIC). MELI's revenue has grown from $0.3B in 2016 to $24.1B with a CAGR of 48.3%, while SE's revenue increased from $0.1B to $19.4B, with a CAGR of 61%. MELI's operating cash flow to sales is 35.2%, while SE's is 23.5%. MELI has an ROIC of 13.3% and SE has a ROIC of 7.3%. The intrinsic value for MELI is calculated at $2103.56, compared to the current market price of $2339.36. The fair value for SE is estimated at $148.42, while its current market price is $196.05. The forward price to free cash flow shows MELI at 25 and SE at 27. Based on this analysis, MELI is the better long-term investment.
AI-generated summary based on the source content.
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Parkev Tatevosian, CFA
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