CMCM
Cheetah Mobile Inc.
CMCM trails on the overall score without a compensating advantage in the available component scores.
META
Meta Platforms, Inc.
META has the edge over CMCM overall, supported by stronger valuation and lower modeled downside.
CMCM Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Weak | |
| Strong |
CMCM's balance sheet is currently strong, and its revenue is stable, but its profitability and cash flow 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.
CMCM PE Valuation
CMCM 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.
CMCM Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Stable | |
| Stable | |
| Stable | |
| Limited | |
| High |
Analysts expect CMCM's earnings, revenue and profitability to hold roughly 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.
CMCM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | -$76.24 | +$41.87 |
| Q1 2026 | -$59.05 | +$84.04 |
| Q4 2025 | -$63.18 | +$91.17 |
| Q3 2025 | -$109.10 | -$5.40 |
| Q2 2025 | -$118.11 | +$14.85 |
| Q1 2025 | -$143.09 | -$5.32 |
| Q4 2024 | -$154.35 | -$0.83 |
| Q3 2024 | -$103.70 | +$67.16 |
CMCM is still losing money, but far less than before: $76.24 per share over the past year, against $188.19 at its worst in mid-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 CMCM on earnings quality, reporting a profit while its opponent remains loss making.
CMCM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $39.9M | -9.9% |
| Q1 2026 | $38.9M | 0% |
| Q4 2025 | $46.3M | +30% |
| Q3 2025 | $43.1M | +50% |
| Q2 2025 | $44.3M | +58% |
| Q1 2025 | $38.9M | +36% |
| Q4 2024 | $35.6M | +42% |
| Q3 2024 | $28.8M | +17% |
CMCM's revenue is growing: $40M last quarter, down 9.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | -13% | -8.9 points |
| Q1 2026 | -11% | -0.7 points |
| Q4 2025 | -34% | -11 points |
| Q3 2025 | 1.4% | +39 points |
| Q2 2025 | -3.8% | +38 points |
| Q1 2025 | -10% | +32 points |
| Q4 2024 | -23% | +14 points |
| Q3 2024 | -37% | -13 points |
CMCM's operating margin was −13% last quarter, down 8.9 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's revenue has grown year over year for 15 quarters in a row: $64.6B last quarter, up 26% from the same quarter a year ago.
| 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 CMCM on profitability, with a higher operating margin.
CMCM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $0 | $0 |
| Q1 2026 | $0 | $0 |
| Q4 2025 | -$27.8M | -$27.8M |
| Q3 2025 | $0 | $0 |
| Q2 2025 | $0 | $0 |
| Q1 2025 | $0 | $0 |
| Q4 2024 | $0 | $0 |
| Q3 2024 | $0 | $0 |
CMCM's free cash flow was −$28M over the past year, against $0 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 CMCM on cash generation, producing positive trailing cash flow while its opponent burns cash.
CMCM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +765 shares |
| 1 year | +2.3% | +14.2K shares |
| 3 years | +7% | +40.7K shares |
| 5 years | +8.3% | +47.9K shares |
| Available history | +13% | +71.1K shares |
CMCM has 621,551 diluted shares, up 2.3% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
CMCM hasn't bought back shares in the past year.
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 the edge over CMCM on shareholder dilution, with a more favorable share count trend.
| 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.
CMCM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q1 2026 | -168.5x | Net Cash |
| Q4 2025 | -159.4x | Net Cash |
CMCM has more cash than debt.
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's net debt is less than a year of its operating earnings (EBITDA).
CMCM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 29.9 | Oversold |
| Stochastic | 18.7 | Oversold |
CMCM's weekly RSI is 30 (oversold) and its Stochastic is 19 (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).
CMCM PE vs Communication Services Sector
CMCM 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.
CMCM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.44 | 7.8% below |
| 20 week MA | $2.83 | 20% below |
| 50 week MA | $4.57 | 51% below |
| 100 week MA | $4.99 | 55% below |
| 200 week MA | $4.01 | 44% below |
CMCM is in a downtrend: it's below all five of its weekly moving averages, and 44% 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 CMCM on trend strength, trading above more of its moving averages.
CMCM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $17.7 | $9.65 | -45% |
| 2021 | $9.65 | $6.20 | -36% |
| 2022 | $6.20 | $1.91 | -69% |
| 2023 | $1.91 | $2.28 | +19% |
| 2024 | $2.28 | $4.90 | +115% |
| 2025 | $4.90 | $6.34 | +29% |
| 2026 YTD | $6.34 | $2.25 | -65% |
CMCM's yearly returns have swung widely, from +115% in 2024 to −69% in 2022. It's down 65% 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 CMCM on returns for 2026, with the stronger performance.