CABO
Cable One, Inc.
CABO offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
META
Meta Platforms, Inc.
META has the edge over CABO overall, supported by lower modeled downside and stronger fundamentals.
CABO Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Weak | |
| Stable | |
| Weak |
CABO's cash flow is currently stable, but its revenue, 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.
CABO PE Valuation
CABO 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.
CABO Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong decline | |
| Growth | |
| Strongly weakening | |
| Limited | |
| High |
Analysts expect CABO's revenue to grow, but its earnings and profitability to decline.
META Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Strong growth | |
| Strongly weakening | |
| Moderate | |
| Low |
META has the edge over CABO on the outlook, with more favorable earnings expectations.
CABO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $10.36 | — |
| Q3 2026 | -$274.38 | -$194.47 |
| Q2 2026 | -$184.20 | -$97.35 |
| Q1 2026 | -$57.55 | -$54.98 |
| Q4 2025 | -$63.21 | -1943% |
| Q3 2025 | -$79.91 | -310% |
| Q2 2025 | -$86.85 | -333% |
| Q1 2025 | -$2.57 | -106% |
| Q4 2024 | $3.43 | -92% |
CABO lost $274.38 per share over the past year, a bigger loss than the year before.
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 CABO on earnings quality, reporting a profit while its opponent remains loss making.
CABO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $332.2M | -12% |
| Q2 2026 | $348.9M | -8.4% |
| Q1 2026 | $353M | -7.3% |
| Q4 2025 | $363.7M | -6.1% |
| Q3 2025 | $376M | -4.5% |
| Q2 2025 | $381.1M | -3.4% |
| Q1 2025 | $380.6M | -5.9% |
| Q4 2024 | $387.2M | -6% |
CABO's revenue has slid since its 2021 peak: $332M last quarter, down 12% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -103% | -128 points |
| Q2 2026 | -150% | -22 points |
| Q1 2026 | 25% | -0.6 points |
| Q4 2025 | 25% | -1.1 points |
| Q3 2025 | 25% | -2.8 points |
| Q2 2025 | -128% | -156 points |
| Q1 2025 | 25% | -4.5 points |
| Q4 2024 | 26% | -4.7 points |
CABO's operating margin was −103% last quarter, down 128 points from the same quarter a year ago, near the bottom of its range since 2019.
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 CABO 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 CABO on profitability, with a higher operating margin.
CABO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $14.7M | -83% |
| Q2 2026 | $46.9M | -39% |
| Q1 2026 | $49.8M | +10% |
| Q4 2025 | $71.6M | -25% |
| Q3 2025 | $84.8M | -15% |
| Q2 2025 | $76.6M | -8.8% |
| Q1 2025 | $45.2M | -54% |
| Q4 2024 | $95.7M | +165% |
CABO's free cash flow has been positive every quarter for seven years: $183M over the past year, down 39% from the year before.
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 has the edge over CABO on cash flow, with more consistent year-over-year improvement.
CABO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +8.9K shares |
| 1 year | -5.9% | -361K shares |
| 3 years | -5.3% | -319K shares |
| 5 years | -12% | -753K shares |
| Available history | -0.8% | -44.2K shares |
CABO has the edge over META on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | $16.5M |
| Q2 2023 | $41.4M |
| Q1 2023 | $41.8M |
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.
CABO Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 36.3x | High |
| Q1 2026 | 24.7x | High |
| Q4 2025 | 23.2x | High |
| Q3 2025 | 21.7x | High |
| Q2 2025 | 20.7x | High |
| Q1 2025 | 4.5x | High |
| Q4 2024 | 4.4x | High |
| Q3 2024 | 4.0x | High |
CABO'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 CABO on leverage, with a lower net debt burden relative to earnings.
CABO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 23.5 | Oversold |
| Stochastic | 1.2 | Oversold |
CABO's weekly RSI is 24 (oversold) and its Stochastic is 1 (oversold).
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).
CABO PE vs Communication Services Sector
| Metric | CABO | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 16x | — |
CABO 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.
CABO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $7.85 | 62% below |
| 20 week MA | $22.5 | 87% below |
| 50 week MA | $62.2 | 95% below |
| 100 week MA | $132.6 | 98% below |
| 200 week MA | $329.7 | 99% below |
CABO is in a downtrend: it's below all five of its weekly moving averages, and 99% below its 200-week average.
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 the edge over CABO on trend strength, trading above more of its moving averages.
CABO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $1,497.5 | $2,260.9 | +51% |
| 2021 | $2,260.9 | $1,738.1 | -23% |
| 2022 | $1,738.1 | $697.5 | -60% |
| 2023 | $697.5 | $556.6 | -20% |
| 2024 | $556.6 | $370.6 | -33% |
| 2025 | $370.6 | $116.9 | -68% |
| 2026 YTD | $116.9 | $2.96 | -97% |
CABO has finished five years in a row lower, and it's down 97% so far in 2026.
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 has the edge over CABO on returns for 2026, with the stronger performance.