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