ADV
Advantage Solutions Inc.
ADV offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
META
Meta Platforms, Inc.
META has the edge over ADV overall, supported by lower modeled downside and stronger valuation.
ADV Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Healthy | |
| Weak |
ADV's cash flow is currently healthy, and its revenue is stable, but its profitability and balance sheet are under pressure.
META Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Stable | |
| Healthy |
META's revenue, profitability and balance sheet are currently healthy, and its cash flow is stable.
ADV PE Valuation
ADV has no meaningful PE right now: it lost money over the past year.
META PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 19x | $624 | — |
| Cheap | 21x | $613 | -1.7% |
| Current | 21x | $624 | — |
| Fair | 27x | $803 | +29% |
| Expensive | 32x | $934 | +50% |
Historical ranges are pointers, not guarantees.
META's PE is in its cheap range at 21x. If earnings grow as analysts expect, today's price would be 19x next year's earnings.
ADV Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Turning to a loss | |
| Stable | |
| Stable | |
| Limited | |
| High |
Analysts expect ADV's earnings to decline, with its revenue and profitability holding steady.
META Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Strong growth | |
| Strongly weakening | |
| Moderate | |
| Low |
Analysts expect earnings and revenue growth for META, but weaker profitability. However, they disagree widely on these estimates.
ADV Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$24.65 | -$5.53 |
| Q2 2026 | -$21.17 | +$2.71 |
| Q1 2026 | -$18.67 | +$10.62 |
| Q4 2025 | -$17.54 | +$7.88 |
| Q3 2025 | -$19.12 | -$8.87 |
| Q2 2025 | -$23.88 | -$15.13 |
| Q1 2025 | -$29.29 | -$27.54 |
| Q4 2024 | -$25.42 | -$20.42 |
ADV is still losing money, but far less than before: $24.65 per share over the past year, against $118.00 at its worst in late 2023.
META Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $32.16 | +9.7% |
| Q3 2026 | $29.32 | +30% |
| Q2 2026 | $26.54 | -3.7% |
| Q1 2026 | $27.50 | +7.5% |
| Q4 2025 | $23.49 | -1.6% |
| Q3 2025 | $22.58 | +6.5% |
| Q2 2025 | $27.56 | +41% |
| Q1 2025 | $25.58 | +47% |
| Q4 2024 | $23.86 | +60% |
META has the edge over ADV on earnings quality, reporting a profit while its opponent remains loss making.
ADV Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $913.7M | -0.1% |
| Q2 2026 | $889.5M | +1.8% |
| Q1 2026 | $869.6M | +5.8% |
| Q4 2025 | $932.1M | +4.5% |
| Q3 2025 | $915M | -2.6% |
| Q2 2025 | $873.7M | 0% |
| Q1 2025 | $821.8M | -6.5% |
| Q4 2024 | $892.3M | -17% |
ADV's revenue fell from its 2022 peak and has held roughly level since: $914M last quarter, about level with the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 0.8% | -3.6 points |
| Q2 2026 | 0.2% | -1 points |
| Q1 2026 | 0.5% | +2.3 points |
| Q4 2025 | -17% | +1.7 points |
| Q3 2025 | 4.4% | +4.7 points |
| Q2 2025 | 1.1% | +12 points |
| Q1 2025 | -1.8% | +1.3 points |
| Q4 2024 | -19% | -23 points |
ADV's operating margin was 0.8% last quarter, down 3.6 points from the same quarter a year ago.
META Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $64.6B | +26% |
| Q2 2026 | $60.8B | +28% |
| Q1 2026 | $56.3B | +33% |
| Q4 2025 | $59.9B | +24% |
| Q3 2025 | $51.2B | +26% |
| Q2 2025 | $47.5B | +22% |
| Q1 2025 | $42.3B | +16% |
| Q4 2024 | $48.4B | +21% |
META has the edge over ADV on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 20% | -20 points |
| Q2 2026 | 31% | -12 points |
| Q1 2026 | 41% | -0.9 points |
| Q4 2025 | 41% | -7 points |
| Q3 2025 | 40% | -2.7 points |
| Q2 2025 | 43% | +5 points |
| Q1 2025 | 41% | +3.6 points |
| Q4 2024 | 48% | +7.4 points |
META has the edge over ADV on profitability, with a higher operating margin.
ADV Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $40.6M | -22% |
| Q2 2026 | -$16M | -$5.7M |
| Q1 2026 | $12.3M | +$67.1M |
| Q4 2025 | $67.8M | +33% |
| Q3 2025 | $52.2M | +500% |
| Q2 2025 | -$10.2M | -121% |
| Q1 2025 | -$54.7M | -$30.7M |
| Q4 2024 | $51.2M | +23% |
ADV has the edge over META on cash flow, with more consistent year-over-year improvement.
META Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$1.2B | -110% |
| Q2 2026 | $1.7B | -81% |
| Q1 2026 | $13.2B | +19% |
| Q4 2025 | $14.8B | +9.3% |
| Q3 2025 | $11.2B | -32% |
| Q2 2025 | $9B | -19% |
| Q1 2025 | $11.1B | -14% |
| Q4 2024 | $13.6B | +16% |
META usually generates cash, though not every quarter: the latest was −$1.2B, but it generated $28.6B over the past year.
ADV Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.8% | -100K shares |
| 1 year | -5.7% | -777K shares |
| 3 years | -1.3% | -172K shares |
| 5 years | +0.1% | +11.8K shares |
| Available history | +57% | +4.7M shares |
ADV has the edge over META on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $2.3M |
| Q2 2026 | $14.7M |
| Q1 2026 | $2.3M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | $869,000 |
| Q4 2024 | — |
ADV spent $19M buying back its own shares over the past year, more than ten times what it spent the year before.
META Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +7M shares |
| 1 year | 0% | +1M shares |
| 3 years | -2.6% | -68M shares |
| 5 years | -10% | -286M shares |
| Available history | -11% | -303M shares |
META has 2.6B diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | $3.3B |
| Q2 2025 | $10.2B |
| Q1 2025 | $12.8B |
| Q4 2024 | — |
META hasn't bought back shares in the past year.
ADV Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 25.2x | High |
| Q2 2026 | 16.3x | High |
| Q1 2026 | 14.7x | High |
| Q4 2025 | 18.9x | High |
| Q3 2025 | 21.6x | High |
| Q2 2025 | 60.2x | High |
| Q3 2024 | 11.2x | High |
| Q2 2024 | 10.3x | High |
ADV's net debt is more than 20 years of its operating earnings (EBITDA), up from more than 20 years a year ago.
META Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.7x | Very low |
| Q2 2026 | 0.6x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.2x | Very low |
| Q3 2025 | 0.2x | Very low |
| Q2 2025 | 0.2x | Very low |
| Q1 2025 | 0.0x | Very low |
| Q4 2024 | -0.2x | Net Cash |
META has the edge over ADV on leverage, with a lower net debt burden relative to earnings.
ADV Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 48.9 | Neutral |
| Stochastic | 41.3 | Neutral |
ADV's weekly RSI is 49 (neutral) and its Stochastic is 41 (neutral).
META Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 48.2 | Neutral |
| Stochastic | 33.7 | Neutral |
META's weekly RSI is 48 (neutral) and its Stochastic is 34 (neutral).
ADV PE vs Communication Services Sector
| Metric | ADV | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 16x | — |
ADV has no meaningful PE right now: it lost money over the past year.
META PE vs Communication Services Sector
| Metric | META | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 16x | 29% above |
| PE % | 18 | 26 | 8 pts below |
META is trading at 21x earnings, a 29% premium to the Communication Services sector's median of 16x.
ADV Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $30.5 | 3.2% above |
| 20 week MA | $33.2 | 5.3% below |
| 50 week MA | $29.3 | 7.2% above |
| 100 week MA | $36.4 | 14% below |
| 200 week MA | $56.1 | 44% below |
ADV has the edge over META on trend strength, trading above more of its moving averages.
META Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $674.9 | 7.6% below |
| 20 week MA | $634.5 | 1.7% below |
| 50 week MA | $630.8 | 1.1% below |
| 100 week MA | $647.8 | 3.7% below |
| 200 week MA | $517.5 | 21% above |
META has fallen below most of its moving averages, though it's still 21% above its 200-week average.
ADV Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $260.0 | $333.5 | +28% |
| 2021 | $333.5 | $195.5 | -41% |
| 2022 | $195.5 | $46.8 | -76% |
| 2023 | $46.8 | $90.5 | +94% |
| 2024 | $90.5 | $74.3 | -18% |
| 2025 | $74.3 | $22.2 | -70% |
| 2026 YTD | $22.2 | $31.4 | +41% |
ADV has the edge over META on returns for 2026, with the stronger performance.
META Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $208.1 | $267.4 | +28% |
| 2021 | $267.4 | $335.2 | +25% |
| 2022 | $335.2 | $118.0 | -65% |
| 2023 | $118.0 | $354.0 | +200% |
| 2024 | $354.0 | $599.8 | +69% |
| 2025 | $599.8 | $663.3 | +11% |
| 2026 YTD | $663.3 | $623.6 | -6% |
META's yearly returns have swung widely, from +200% in 2023 to −65% in 2022. It's down 6% so far in 2026.