eBay Inc. (EBAY) vs MercadoLibre, Inc. (MELI)

eBay Inc. and MercadoLibre, Inc. are both Internet Retail companies. MercadoLibre, Inc. is the larger, with a market value of $77.6B against $54.2B — 1.4× the size. eBay Inc. trades at the lower P/E: 26.4× against 40.8×. MercadoLibre, Inc. grew revenue faster over the last twelve months: 47.1% against 15.7%. eBay Inc. has the higher net margin (16.9% vs 4.91%) and the higher return on invested capital (17.2% vs 0.00%). Across the 22 metrics below, MercadoLibre, Inc. leads on 12 and eBay Inc. on 10.

Valuation

Metric EBAY MELI Internet Retail median
P/E 26.40 40.77 23.90
P/S 4.42 2.00 0.71
P/B 12.40 9.40 1.80
Price to free cash flow 22.69 6.29 15.07
EV/EBITDA 19.65 17.33 17.34
EV/Sales 4.80 1.77 0.77
Earnings yield 3.79% 2.45% 0.46%
Free cash flow yield 4.41% 15.89% (0.39%)

Profitability

Metric EBAY MELI Internet Retail median
Gross margin 72.17% 42.02% 44.04%
Operating margin 20.32% 7.42% 0.08%
Net margin 16.94% 4.91% 1.15%
Free cash flow margin 19.46% 31.81% 0.00%
Return on equity 45.98% 26.22% 0.00%
Return on assets 11.73% 4.02% 0.00%
Return on invested capital 17.17% 0.00% 0.00%

Growth

Metric EBAY MELI Internet Retail median
Revenue growth (TTM) 15.68% 47.07% 10.82%
EPS growth (last fiscal year) 10.15% 4.54% 19.82%
Revenue growth, 5-year CAGR 4.53% 48.70% 10.81%
Net income growth, 5-year CAGR (18.55%) 0.00% 0.00%

Health

Metric EBAY MELI Internet Retail median
Debt to equity 1.53 1.61 0.12
Current ratio 0.78 1.17 1.52
Net debt to EBITDA 1.43 (1.73) (0.66)

Dividend

Metric EBAY MELI Internet Retail median
Dividend yield 0.99% — 1.66%
Payout ratio 0.27 — 0.27

Size

Metric EBAY MELI Internet Retail median
Market cap 54.15b 77.58b 566.40m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack