Kohl's vs MercadoLibre
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KIRA’s take AI analyst
I put Kohl's and MercadoLibre side by side, using each one’s latest annual report. Here is what stands out:
- 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%).
- MercadoLibre turned more of its sales into free cash flow (37.3% FCF margin, against 6.5%).
- 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 45.4x against 10.3x for Kohl's.
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Kohl's
KSS
1/11
Piotroski F-score
MercadoLibre
MELI
10/11
Revenue growth5-year growthGross marginOperating marginNet marginFCF marginReturn on capitalReturn on equityNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | KSS FY25 | MELI FY25 |
|---|---|---|
| Size | ||
| Market cap | $2.8B | $84.6B |
| 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 | 10.3x | 45.4x |
| Piotroski F-score | 7 | 4 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.