MELI vs. ORLY: MercadoLibre vs. O'Reilly Automotive Stock Comparison
How do MercadoLibre (MELI) and O'Reilly Automotive (ORLY) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
MercadoLibre (MELI) and O'Reilly Automotive (ORLY) both fall under the Consumer Discretionary Distribution & Retail industry group, but MELI is classified in Broadline Retail while ORLY is classified in Specialty Retail.
| Profile Item | MELI | ORLY |
|---|---|---|
| Name | MercadoLibre Inc. | O'Reilly Automotive Inc. |
| Country/Region | Uruguay | United States |
| GICS Sector | Consumer Discretionary | Consumer Discretionary |
| GICS Industry Group | Consumer Discretionary Distribution & Retail | Consumer Discretionary Distribution & Retail |
| GICS Industry | Broadline Retail | Specialty Retail |
| GICS Sub-Industry | Broadline Retail | Automotive Retail |
| Market Capitalization | 76.55 billion USD | 72.33 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | August 10, 2007 | April 23, 1993 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | MELI | ORLY |
|---|---|---|
| Total Return (1Y) | -26.90% | -7.41% |
| Total Return (3Y, Annualized) | 4.74% | 11.29% |
| Total Return (5Y, Annualized) | -2.06% | 15.95% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
MercadoLibre (MELI) has an aggressive beta of 1.39, indicating higher sensitivity to broad-market moves, while O'Reilly Automotive (ORLY) is defensive at 0.55 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.
| Metric | MELI | ORLY |
|---|---|---|
| Volatility (1Y, Annualized) | 42.09% | 26.15% |
| Beta (5Y) | 1.39 | 0.55 |
| Max Drawdown (5Y) | -64.17% | -23.27% |
| Avg. Volume (3M) | 581.53K | 5.82M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | MELI | ORLY |
|---|---|---|
| Sharpe Ratio (1Y) | -0.74 | -0.45 |
| Sortino Ratio (1Y) | -0.97 | -0.65 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: MercadoLibre (MELI) earns 26.22% on shareholders’ equity, ranked against its industry; O'Reilly Automotive (ORLY) has no ROE this period.
MELI
Consumer Discretionary Distribution & Retail industry group
26.22%
- Max
- 62.17%
- Q3
- 29.44%
- MELI
- 26.22%
- Median
- 15.69%
- Q1
- 6.73%
- Min
- -12.16%
ORLY
Consumer Discretionary Distribution & Retail industry group
--
- Max
- 62.17%
- Q3
- 29.44%
- Median
- 15.69%
- Q1
- 6.73%
- Min
- -12.16%
- ORLY
- --
Net Margin (TTM)
O'Reilly Automotive (ORLY) at 14.27% retains a top-quartile share of revenue as profit, ahead of MercadoLibre (MELI) at 4.91%, which keeps about the industry-typical share.
MELI
Consumer Discretionary Distribution & Retail industry group
4.91%
- Max
- 16.94%
- Q3
- 8.69%
- MELI
- 4.91%
- Median
- 3.55%
- Q1
- 1.14%
- Min
- -9.41%
ORLY
Consumer Discretionary Distribution & Retail industry group
14.27%
- Max
- 16.94%
- ORLY
- 14.27%
- Q3
- 8.69%
- Median
- 3.55%
- Q1
- 1.14%
- Min
- -9.41%
Operating Margin (TTM)
O'Reilly Automotive (ORLY) at 21.45% operates in the top operating margin quartile, ahead of MercadoLibre (MELI) at 6.29%, which runs around its industry’s norm.
MELI
Consumer Discretionary Distribution & Retail industry group
6.29%
- Max
- 21.45%
- Q3
- 10.89%
- MELI
- 6.29%
- Median
- 5.57%
- Q1
- 2.28%
- Min
- -7.12%
ORLY
Consumer Discretionary Distribution & Retail industry group
21.45%
- ORLY
- 21.45%
- Max
- 21.45%
- Q3
- 10.89%
- Median
- 5.57%
- Q1
- 2.28%
- Min
- -7.12%
Profitability Metrics
| Metric | MELI | ORLY |
|---|---|---|
| ROE (TTM) | 26.22% | -- |
| ROA (TTM) | 3.80% | 13.85% |
| Net Margin (TTM) | 4.91% | 14.27% |
| Operating Margin (TTM) | 6.29% | 21.45% |
| Gross Margin (TTM) | 46.66% | 51.79% |
Growth
Revenue Growth
MercadoLibre (MELI) at 39.06% clears its industry range for revenue growth, far stronger top-line momentum than O'Reilly Automotive (ORLY) at 6.43%, which is closer to a typical peer reading.
EPS Growth
Both MercadoLibre (MELI) at 4.54% and O'Reilly Automotive (ORLY) at 9.57% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | MELI | ORLY |
|---|---|---|
| Revenue Growth (YoY) | 39.06% | 6.43% |
| Revenue Growth (3Y CAGR) | 38.91% | 7.26% |
| EPS Growth (YoY) | 4.54% | 9.57% |
| EPS Growth (3Y CAGR) | 60.50% | 10.03% |
Financial Strength
Current Ratio (MRQ)
MercadoLibre (MELI) at 1.17 keeps current ratio within its industry’s typical mid-range, while O'Reilly Automotive (ORLY) at 0.77 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for ORLY.
MELI
Consumer Discretionary Distribution & Retail industry group
1.17
- Max
- 2.62
- Q3
- 1.75
- Median
- 1.35
- MELI
- 1.17
- Q1
- 1.00
- Min
- 0.48
ORLY
Consumer Discretionary Distribution & Retail industry group
0.77
- Max
- 2.62
- Q3
- 1.75
- Median
- 1.35
- Q1
- 1.00
- ORLY
- 0.77
- Min
- 0.48
Debt / Equity (MRQ)
Only one side’s leverage can be read here: MercadoLibre (MELI) carries debt-to-equity ratio of 1.97 against its industry range, while O'Reilly Automotive (ORLY) reports no figure this period.
MELI
Consumer Discretionary Distribution & Retail industry group
1.97
- Max
- 3.93
- Q3
- 2.14
- MELI
- 1.97
- Median
- 1.25
- Q1
- 0.73
- Min
- 0.01
ORLY
Consumer Discretionary Distribution & Retail industry group
--
- Max
- 3.93
- Q3
- 2.14
- Median
- 1.25
- Q1
- 0.73
- Min
- 0.01
- ORLY
- --
Financial Strength Metrics
| Metric | MELI | ORLY |
|---|---|---|
| Current Ratio (MRQ) | 1.17 | 0.77 |
| Debt / Equity (MRQ) | 1.97 | -- |
| Net Debt / EBITDA | 2.23 | 2.35 |
Dividends
Dividend Yield (TTM)
Neither MercadoLibre (MELI) nor O'Reilly Automotive (ORLY) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
MELI
Consumer Discretionary Distribution & Retail industry group
0.00%
- Max
- 5.84%
- Q3
- 2.50%
- MELI
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
ORLY
Consumer Discretionary Distribution & Retail industry group
0.00%
- Max
- 5.84%
- Q3
- 2.50%
- ORLY
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither MercadoLibre (MELI) nor O'Reilly Automotive (ORLY) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
MELI
Consumer Discretionary Distribution & Retail industry group
0.00%
- Max
- 72.73%
- Q3
- 32.44%
- MELI
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
ORLY
Consumer Discretionary Distribution & Retail industry group
0.00%
- Max
- 72.73%
- Q3
- 32.44%
- ORLY
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | MELI | ORLY |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
Both MercadoLibre (MELI) at 40.50 and O'Reilly Automotive (ORLY) at 27.57 sit in the richer earnings-multiple quartile for P/E ratio, so investors are paying more for TTM earnings than they pay for typical peers.
MELI
Consumer Discretionary Distribution & Retail industry group
40.50
- MELI
- 40.50
- Max
- 40.50
- Q3
- 24.26
- Median
- 19.23
- Q1
- 12.64
- Min
- 4.67
ORLY
Consumer Discretionary Distribution & Retail industry group
27.57
- Max
- 40.50
- ORLY
- 27.57
- Q3
- 24.26
- Median
- 19.23
- Q1
- 12.64
- Min
- 4.67
P/S Ratio (TTM)
MercadoLibre (MELI) at 1.99 is priced about in line with its industry on P/S ratio, while O'Reilly Automotive (ORLY) at 3.81 sits in the pricier quartile — ORLY costs more per dollar of sales.
MELI
Consumer Discretionary Distribution & Retail industry group
1.99
- Max
- 4.32
- MELI
- 1.99
- Q3
- 1.99
- Median
- 0.70
- Q1
- 0.26
- Min
- 0.03
ORLY
Consumer Discretionary Distribution & Retail industry group
3.81
- Max
- 4.32
- ORLY
- 3.81
- Q3
- 1.99
- Median
- 0.70
- Q1
- 0.26
- Min
- 0.03
P/B Ratio (MRQ)
O'Reilly Automotive (ORLY) reports a negative P/B ratio of -34.56, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile MercadoLibre (MELI) reports 9.34, ranking against industry peers normally.
MELI
Consumer Discretionary Distribution & Retail industry group
9.34
- Max
- 10.96
- MELI
- 9.34
- Q3
- 5.26
- Median
- 2.16
- Q1
- 1.08
- Min
- -4.45
ORLY
Consumer Discretionary Distribution & Retail industry group
-34.56
- Max
- 10.96
- Q3
- 5.26
- Median
- 2.16
- Q1
- 1.08
- Min
- -4.45
- ORLY
- -34.56
Valuation Metrics
| Metric | MELI | ORLY |
|---|---|---|
| P/E Ratio (TTM) | 40.50 | 27.57 |
| P/S Ratio (TTM) | 1.99 | 3.81 |
| P/B Ratio (MRQ) | 9.34 | -34.56 |
| Free Cash Flow Yield (TTM) | -3.36% | 2.23% |