Kohl's
KSS · Broadline Retail
$24.58
0.8%MercadoLibre
MELI · Broadline Retail
$1,810.15
0.8%The short version
- MercadoLibre is the larger business, with $28.9B of revenue in fiscal 2025 against $15.5B for Kohl's, about 1.9 times as much.
- MercadoLibre grew revenue faster (39.1%, against −4.3%).
- MercadoLibre kept more of each dollar of sales as operating profit (11.1% operating margin, against 4.0% operating margin).
- MercadoLibre turned more of its sales into free cash flow (37.3% FCF margin, against 6.5% FCF margin).
- MercadoLibre earned a higher return on the capital invested in it (35.0%, against 7.2%).
- Investors pay more for each dollar of MercadoLibre’s earnings: a P/E of 49.2x against 10.7x for Kohl's.
| Latest fiscal year | KSS · FY25 | MELI · FY25 |
|---|---|---|
| Size | ||
| Market cap | $2.9B | $91.8B |
| Revenue | $15.5B | $28.9B |
| Free cash flow | $1.0B | $10.8B |
| Net income | $272M | $2.0B |
| Growth | ||
| Revenue growth | −4.3% | 39.1% |
| 5-year growth | −0.5% | 48.7% |
| Share count change | 1.8% | 0.0% |
| Profitability | ||
| Gross margin | 40.6% | 44.5% |
| Operating margin | 4.0% | 11.1% |
| Net margin | 1.8% | 6.9% |
| FCF margin | 6.5% | 37.3% |
| Return on capital | 7.2% | 35.0% |
| Return on equity | 6.9% | 36.0% |
| Balance sheet | ||
| Net debt | $2.8B | $3.0B |
| Net debt / EBITDA | 2.1x | 0.8x |
| Dividends and buybacks | $56.0M | $1.0M |
| Valuation & quality | ||
| P/E | 10.7x | 49.2x |
| Piotroski F-score | 7 | 4 |
FY16
KSS $19.7B
MELI $844M
FY17
KSS $20.1B
MELI $1.2B
FY18
KSS $20.2B
MELI $1.4B
FY19
KSS $20.0B
MELI $2.3B
FY20
KSS $16.0B
MELI $4.0B
FY21
KSS $19.4B
MELI $7.1B
FY22
KSS $18.1B
MELI $10.8B
FY23
KSS $17.5B
MELI $15.1B
FY24
KSS $16.2B
MELI $20.8B
FY25
KSS $15.5B
MELI $28.9B
KSS
MELI
FY16
KSS 6.0%
MELI 21.4%
FY17
KSS 7.1%
MELI 4.6%
FY18
KSS 6.7%
MELI −4.8%
FY19
KSS 5.5%
MELI −6.7%
FY20
KSS −1.6%
MELI 3.2%
FY21
KSS 8.7%
MELI 6.2%
FY22
KSS 1.4%
MELI 9.9%
FY23
KSS 4.1%
MELI 14.6%
FY24
KSS 2.7%
MELI 12.7%
FY25
KSS 4.0%
MELI 11.1%
KSS
MELI
FY16
KSS $1.4B
MELI $122M
FY17
KSS $1.0B
MELI $214M
FY18
KSS $1.5B
MELI $138M
FY19
KSS $802M
MELI $314M
FY20
KSS $1.0B
MELI $935M
FY21
KSS $1.7B
MELI $392M
FY22
KSS −$544M
MELI $2.5B
FY23
KSS $591M
MELI $4.6B
FY24
KSS $182M
MELI $7.1B
FY25
KSS $1.0B
MELI $10.8B
KSS
MELI
FY16
KSS 10.2%
MELI 51.1%
FY17
KSS 15.5%
MELI 16.0%
FY18
KSS 15.4%
MELI —
FY19
KSS 11.9%
MELI —
FY20
KSS −3.0%
MELI —
FY21
KSS 19.7%
MELI 19.0%
FY22
KSS 2.6%
MELI 32.3%
FY23
KSS —
MELI 69.1%
FY24
KSS —
MELI 87.4%
FY25
KSS 7.2%
MELI 35.0%
KSS
MELI
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