META
Meta Platforms, Inc.
META has slightly lower modeled downside risk, despite its lower overall score.
OOMA
Ooma, Inc.
OOMA has a slight edge over META overall, supported by stronger fundamentals.
META Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Stable | |
| Healthy |
META's revenue, profitability and balance sheet are currently healthy, and its cash flow is stable.
OOMA Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Stable |
OOMA's revenue, profitability and cash flow are currently healthy, and its balance sheet is stable.
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.
OOMA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 13x | $18.39 | — |
| Current | 47x | $18.39 | — |
| Cheap | 54x | $21.02 | +14% |
| Fair | 67x | $26.21 | +43% |
| Expensive | 163x | $63.54 | +246% |
Historical ranges are pointers, not guarantees.
OOMA has the edge over META in the historical PE scenario, which offers more potential upside but is not a forecast.
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.
OOMA Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Stable | |
| Limited | |
| Moderate |
OOMA has the edge over META on the outlook, with more favorable profitability expectations.
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 OOMA on earnings, with more consistent year-over-year improvement.
OOMA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.41 | +262% |
| Q3 2026 | $0.39 | +$0.46 |
| Q2 2026 | $0.33 | +$0.52 |
| Q1 2026 | $0.23 | +$0.49 |
| Q4 2025 | $0.07 | +$0.44 |
| Q3 2025 | -$0.07 | +$0.12 |
| Q2 2025 | -$0.19 | -$0.09 |
| Q1 2025 | -$0.26 | -$0.23 |
| Q4 2024 | -$0.37 | -629% |
OOMA has returned to profit: it earned $0.39 per share over the past year, after losing money the year before.
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 OOMA on sales, with stronger typical year-over-year growth.
| 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 OOMA on profitability, with a higher operating margin.
OOMA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $83.2M | +25% |
| Q2 2026 | $81.1M | +25% |
| Q1 2026 | $74.6M | +15% |
| Q4 2025 | $67.6M | +3.8% |
| Q3 2025 | $66.4M | +3.5% |
| Q2 2025 | $65M | +4% |
| Q1 2025 | $65.1M | +5.5% |
| Q4 2024 | $65.1M | +8.8% |
OOMA's revenue has grown year over year every quarter since late 2020: $83M last quarter, up 25% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 4.8% | +3.4 points |
| Q2 2026 | 4.3% | +4.4 points |
| Q1 2026 | 2.8% | +3.3 points |
| Q4 2025 | 1.9% | +5.4 points |
| Q3 2025 | 1.4% | +3.9 points |
| Q2 2025 | -0.1% | +4.3 points |
| Q1 2025 | -0.5% | +3.4 points |
| Q4 2024 | -3.5% | -1.8 points |
OOMA's operating margin was 4.8% last quarter, up 3.4 points from the same quarter a year ago, near the top of its range since 2019.
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.
OOMA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $10.8M | +114% |
| Q2 2026 | $4.9M | +99% |
| Q1 2026 | $9.1M | +48% |
| Q4 2025 | $5.4M | -17% |
| Q3 2025 | $5M | -5.5% |
| Q2 2025 | $2.5M | +16% |
| Q1 2025 | $6.1M | +45% |
| Q4 2024 | $6.5M | +1060% |
OOMA has the edge over META on cash flow, with more consistent year-over-year improvement.
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 OOMA 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.
OOMA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +2.8% | +780K shares |
| 1 year | +2.7% | +752K shares |
| 3 years | +11% | +2.9M shares |
| 5 years | +24% | +5.5M shares |
| Available history | +36% | +7.6M shares |
OOMA has 29M diluted shares, up 2.7% from a year ago, despite $12M in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $2.5M |
| Q2 2026 | $3.3M |
| Q1 2026 | $3.4M |
| Q4 2025 | $2.8M |
| Q3 2025 | $3.2M |
| Q2 2025 | $2.2M |
| Q1 2025 | $2.4M |
| Q4 2024 | $1.2M |
OOMA spent $12M buying back its own shares over the past year, up 33% from the year before.
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 OOMA on leverage, with a lower net debt burden relative to earnings.
OOMA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.8x | Healthy |
| Q2 2026 | 2.9x | Moderate |
| Q1 2026 | 4.4x | High |
| Q4 2025 | -3.6x | Net Cash |
| Q3 2025 | -7.9x | Net Cash |
| Q1 2024 | -4.9x | Net Cash |
| Q4 2023 | -0.4x | Net Cash |
| Q3 2023 | -108.9x | Net Cash |
OOMA's net debt is about 1.8 years of its operating earnings (EBITDA), after holding more cash than debt a year ago.
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).
OOMA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 44.4 | Neutral |
| Stochastic | 9.8 | Oversold |
OOMA's weekly RSI is 44 (neutral) and its Stochastic is 10 (oversold).
META PE vs Communication Services Sector
| Metric | META | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 16x | 29% above |
| PE % | 18 | 26 | 8 pts below |
META has the edge over OOMA on valuation relative to its sector.
OOMA PE vs Communication Services Sector
| Metric | OOMA | Sector median | Relative |
|---|---|---|---|
| PE | 47x | 16x | 186% above |
| PE % | 2 | 26 | 24 pts below |
OOMA is trading at 47x earnings, a 186% premium to the Communication Services sector's median of 16x.
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.
OOMA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $19.8 | 7.1% below |
| 20 week MA | $20.9 | 12% below |
| 50 week MA | $17.0 | 8.4% above |
| 100 week MA | $14.9 | 24% above |
| 200 week MA | $13.2 | 39% above |
OOMA has the edge over META on trend strength, trading above more of its moving averages.
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.
OOMA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $13.3 | $14.4 | +8.3% |
| 2021 | $14.4 | $20.3 | +41% |
| 2022 | $20.3 | $13.7 | -33% |
| 2023 | $13.7 | $10.7 | -22% |
| 2024 | $10.7 | $14.3 | +33% |
| 2025 | $14.3 | $11.6 | -19% |
| 2026 YTD | $11.6 | $18.4 | +59% |
OOMA has the edge over META on returns for 2026, with the stronger performance.