META
Meta Platforms, Inc.
META has the edge over PODC overall, supported by lower modeled downside and stronger valuation.
PODC
PodcastOne, Inc.
PODC offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
META Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Stable | |
| Healthy |
META's revenue, profitability and balance sheet are currently healthy, and its cash flow is stable.
PODC Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Stable | |
| Unavailable |
PODC's revenue, profitability and cash flow are currently stable. There isn't enough data to rate its balance sheet.
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.
PODC PE Valuation
PODC has no meaningful PE right now: it lost money over the past year.
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.
PODC Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
PODC 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 PODC on earnings quality, reporting a profit while its opponent remains loss making.
PODC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | -$0.12 | +$0.13 |
| Q1 2026 | -$0.11 | +$0.16 |
| Q4 2025 | -$0.17 | +$0.07 |
| Q3 2025 | -$0.22 | +$0.07 |
| Q2 2025 | -$0.25 | +$0.49 |
| Q1 2025 | -$0.27 | +$0.42 |
| Q4 2024 | -$0.24 | +$0.60 |
| Q3 2024 | -$0.29 | +$0.45 |
PODC is still losing money, but far less than before: $0.12 per share over the past year, against $0.84 at its worst in late 2023.
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 PODC 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 PODC on profitability, with a higher operating margin.
PODC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $16.1M | +7.5% |
| Q1 2026 | $15.7M | +11% |
| Q4 2025 | $15.9M | +25% |
| Q3 2025 | $15.2M | +25% |
| Q2 2025 | $15M | +14% |
| Q1 2025 | $14.1M | +20% |
| Q4 2024 | $12.7M | +22% |
| Q3 2024 | $12.2M | +16% |
PODC's revenue has grown year over year every quarter since early 2022: $16M last quarter, up 7.5% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | -9.7% | -2.6 points |
| Q1 2026 | -2.9% | +10 points |
| Q4 2025 | -1% | +12 points |
| Q3 2025 | -6.4% | +7.2 points |
| Q2 2025 | -7% | +3.4 points |
| Q1 2025 | -13% | -2.9 points |
| Q4 2024 | -12% | +12 points |
| Q3 2024 | -14% | -0.1 points |
PODC's operating margin was −9.7% last quarter, down 2.6 points from the same quarter a year ago.
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.
PODC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$447K | -157% |
| Q1 2026 | $93K | -82% |
| Q4 2025 | $669K | +$1.5M |
| Q3 2025 | $877K | +89% |
| Q2 2025 | $791K | +$1.3M |
| Q1 2025 | $507K | +40% |
| Q2 2024 | -$554K | -$460K |
| Q1 2024 | $362K | +$769K |
PODC 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 PODC 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.
PODC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +8.1% | +2.2M shares |
| 1 year | +19% | +4.7M shares |
| 3 years | +44% | +8.8M shares |
| 5 years | -81% | -119M shares |
PODC has 29M diluted shares, up 19% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2023 | — |
| Q4 2022 | — |
| Q3 2022 | — |
| Q2 2022 | — |
| Q1 2022 | — |
| Q4 2021 | — |
| Q3 2021 | — |
| Q2 2021 | — |
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).
PODC Net Leverage
PODC's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
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).
PODC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.4 | Neutral |
| Stochastic | 32.6 | Neutral |
PODC's weekly RSI is 42 (neutral) and its Stochastic is 33 (neutral).
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.
PODC PE vs Communication Services Sector
PODC has no meaningful PE right now: it lost money over the past year.
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 |
PODC has stronger trend alignment. META is above 1 of 5 weekly averages versus PODC above 1 of 4.
PODC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.09 | 4.3% above |
| 20 week MA | $2.80 | 22% below |
| 50 week MA | $2.89 | 25% below |
| 100 week MA | $2.42 | 9.9% below |
PODC has bounced recently, but its long-term trend is still down: it's above its 8-week average, but 9.9% below its 100-week average.
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.
PODC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2023 | $4.39 | $1.85 | -58% |
| 2024 | $1.85 | $2.33 | +26% |
| 2025 | $2.33 | $2.10 | -9.9% |
| 2026 YTD | $2.10 | $2.18 | +3.8% |
PODC has the edge over META on returns for 2026, with the stronger performance.