SE’s One-Week Rally Offers a Chance to Reevaluate MELI
MELI offers superior revenue growth across key periods, better profitability, and relatively lower valuation.
- MELI’s quarterly revenue grew 37.0%, vs. SE’s 29.6%.
- In addition, its Last 12 Months growth came in at 37.7%, ahead of SE’s 30.3%.
- MELI leads on profitability over both periods – LTM margin of 12.8% and 3-year average of 12.9%.
That is one way to look at stocks. Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risk while giving upside exposure
Valuation & Performance Overview
| SE | MELI | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 95.0 | 42.7 | MELI |
| Revenue Growth | |||
| Last Quarter | 29.6% | 37.0% | MELI |
| Last 12 Months | 30.3% | 37.7% | MELI |
| Last 3 Year Average | 17.7% | 41.3% | MELI |
| Margins | |||
| Last 12 Months | 5.8% | 12.8% | MELI |
| Last 3 Year Average | 1.3% | 12.9% | MELI |
| Momentum | |||
| Last 3 Year Return | 143.4% | 248.9% | MELI |
Historical Market Performance
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| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| SE Return | 395% | 12% | -77% | -22% | 162% | 57% | 276% | ||
| MELI Return | 193% | -20% | -37% | 86% | 8% | 38% | 316% | <=== | |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 7% | 94% | ||
| Monthly Win Rates [3] | |||||||||
| SE Win Rate | 83% | 67% | 17% | 50% | 67% | 83% | 61% | ||
| MELI Win Rate | 75% | 50% | 42% | 50% | 33% | 83% | 56% | ||
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 50% | 61% | <=== | |
| Max Drawdowns [4] | |||||||||
| SE Max Drawdown | -6% | -2% | -82% | -33% | -14% | -1% | -23% | ||
| MELI Max Drawdown | -22% | -37% | -55% | -2% | -14% | 0% | -22% | ||
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | -12% | <=== | |
[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year till date (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year