HEPS vs MELI vs AMZN vs BABA vs SHOP

For growth investors, D-Market Elektronik Hizmetler ve Ticaret A.

S. (HEPS) is the stronger pick with 61. 0% revenue growth year-over-year, versus 2. 7% for Alibaba Group Holding Limited (BABA). Alibaba Group Holding Limited (BABA) offers the better valuation at 17. 3x trailing P/E (2. 6x forward), making it the more compelling value choice. Analysts rate MercadoLibre, Inc. (MELI) a "Buy" — based on 33 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Alibaba Group Holding Limited (BABA) is the cheapest at 17.

3x versus Shopify Inc. at 115. 1x. On forward P/E, Alibaba Group Holding Limited is actually cheaper at 2. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Amazon. com, Inc. wins at 0. 97x versus Shopify Inc. 's 2. 04x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Amazon.

com, Inc. (AMZN) delivered a total return of +41. 0%, compared to -79. 2% for D-Market Elektronik Hizmetler ve Ticaret A. S. (HEPS). Over 10 years, the gap is even starker: SHOP returned +37. 7% versus HEPS's -79. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), D-Market Elektronik Hizmetler ve Ticaret A.

S. (HEPS) is the lower-risk stock at 0. 90β versus Shopify Inc. 's 2. 29β — meaning SHOP is approximately 153% more volatile than HEPS relative to the S&P 500. On balance sheet safety, Shopify Inc. (SHOP) carries a lower debt/equity ratio of 1% versus 169% for MercadoLibre, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), D-Market Elektronik Hizmetler ve Ticaret A.

S. (HEPS) is pulling ahead at 61. 0% versus 2. 7% for Alibaba Group Holding Limited (BABA). On earnings-per-share growth, the picture is similar: Amazon. com, Inc. grew EPS 29. 7% year-over-year, compared to -286. 4% for D-Market Elektronik Hizmetler ve Ticaret A. S.. Over a 3-year CAGR, MELI leads at 38. 9% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Amazon.

com, Inc. (AMZN) is the more profitable company, earning 10. 8% net margin versus -6. 7% for D-Market Elektronik Hizmetler ve Ticaret A. S. — meaning it keeps 10. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SHOP leads at 12. 7% versus -2. 4% for HEPS. At the gross margin level — before operating expenses — AMZN leads at 50. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Amazon. com, Inc. (AMZN) is the more undervalued stock at a PEG of 0. 97x versus Shopify Inc. 's 2. 04x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Alibaba Group Holding Limited (BABA) trades at 2. 6x forward P/E versus 59. 7x for Shopify Inc. — 57. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BABA: 67. 7% to $189. 17.

In this comparison, BABA (1.

8% yield) pays a dividend. HEPS, MELI, AMZN, SHOP do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, MercadoLibre, Inc.

(MELI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 22), +1093% 10Y return). Shopify Inc. (SHOP) carries a higher beta of 2. 29 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (MELI: +1093%, SHOP: +37. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (HEPS (Consumer Cyclical) and MELI (Consumer Cyclical) and AMZN (Consumer Cyclical) and BABA (Consumer Cyclical) and SHOP (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: HEPS is a small-cap high-growth stock; MELI is a mid-cap high-growth stock; AMZN is a mega-cap quality compounder stock; BABA is a large-cap deep-value stock; SHOP is a mid-cap high-growth stock. BABA pays a dividend while HEPS, MELI, AMZN, SHOP do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.