META
Meta Platforms, Inc.
META has the edge over TBLA overall, supported by lower modeled downside and stronger valuation.
TBLA
Taboola.com Ltd.
TBLA 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.
TBLA Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Strong |
TBLA's profitability, cash flow and balance sheet are currently healthy, and its revenue 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.
TBLA PE Valuation
TBLA 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.
TBLA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect TBLA's earnings to grow and its profitability to improve, with its revenue holding steady.
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 earned $29.32 per share over the past year, up 30% from the year before.
TBLA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.26 | -32% |
| Q2 2026 | $0.39 | +875% |
| Q1 2026 | $0.37 | +825% |
| Q4 2025 | $0.14 | +$0.15 |
| Q3 2025 | $0.08 | +$0.18 |
| Q2 2025 | $0.04 | +$0.19 |
| Q1 2025 | $0.04 | +$0.27 |
| Q4 2024 | -$0.01 | +$0.23 |
| Q3 2024 | -$0.10 | +$0.09 |
TBLA has the edge over META on earnings, with more consistent year-over-year improvement.
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 TBLA 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 TBLA on profitability, with a higher operating margin.
TBLA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $462.3M | -6.9% |
| Q2 2026 | $476.8M | +2.4% |
| Q1 2026 | $466.4M | +9.1% |
| Q4 2025 | $522.3M | +6.4% |
| Q3 2025 | $496.8M | +15% |
| Q2 2025 | $465.5M | +8.7% |
| Q1 2025 | $427.5M | +3.3% |
| Q4 2024 | $491M | +17% |
TBLA's revenue has held roughly level: $462M last quarter, down 6.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 5.8% | +4.5 points |
| Q2 2026 | 1.5% | +1.5 points |
| Q1 2026 | 15% | +16 points |
| Q4 2025 | 8.4% | -1.2 points |
| Q3 2025 | 1.3% | +0.3 points |
| Q2 2025 | 0% | +1.8 points |
| Q1 2025 | -1.5% | +2.9 points |
| Q4 2024 | 9.6% | +7.5 points |
TBLA's operating margin was 5.8% last quarter, up 4.5 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.
TBLA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $20.4M | -56% |
| Q2 2026 | $17.3M | -49% |
| Q1 2026 | $90.3M | +150% |
| Q4 2025 | $46.9M | -9.6% |
| Q3 2025 | $46.3M | +8% |
| Q2 2025 | $34.2M | +24% |
| Q1 2025 | $36.1M | +35% |
| Q4 2024 | $51.9M | +394% |
TBLA 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 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.
TBLA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -9.4% | -30M shares |
| 1 year | -16% | -53.2M shares |
| 3 years | -13% | -44.7M shares |
| 5 years | +37% | +77.6M shares |
TBLA has the edge over META on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $30.4M |
| Q2 2026 | $41.5M |
| Q1 2026 | $22.7M |
| Q4 2025 | $186.5M |
| Q3 2025 | $34.6M |
| Q2 2025 | $100.7M |
| Q1 2025 | $49.3M |
| Q4 2024 | $8.8M |
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).
TBLA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | -0.3x | Net Cash |
| Q1 2026 | -0.4x | Net Cash |
| Q4 2025 | 0.5x | Very low |
| Q3 2025 | -0.3x | Net Cash |
| Q2 2025 | -0.2x | Net Cash |
| Q1 2025 | -0.7x | Net Cash |
| Q4 2024 | -0.4x | Net Cash |
TBLA has the edge over META on leverage, with a lower net debt burden relative to earnings.
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).
TBLA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 27.8 | Oversold |
| Stochastic | 7.5 | Oversold |
TBLA's weekly RSI is 28 (oversold) and its Stochastic is 7 (oversold).
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.
TBLA PE vs Communication Services Sector
| Metric | TBLA | Sector median | Relative |
|---|---|---|---|
| PE | 8.9x | 16x | 46% below |
| PE % | 4 | 30 | 26 pts below |
TBLA has the edge over META on valuation relative to its sector.
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 TBLA on trend strength, trading above more of its moving averages.
TBLA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $3.08 | 31% below |
| 20 week MA | $3.86 | 45% below |
| 50 week MA | $3.95 | 46% below |
| 100 week MA | $3.69 | 42% below |
| 200 week MA | $3.64 | 41% below |
TBLA is in a downtrend: it's below all five of its weekly moving averages, and 41% below its 200-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 has the edge over TBLA on returns for 2026, with the stronger performance.
TBLA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $10.5 | $8.06 | -23% |
| 2022 | $8.06 | $2.65 | -67% |
| 2023 | $2.65 | $4.33 | +63% |
| 2024 | $4.33 | $3.81 | -12% |
| 2025 | $3.81 | $4.49 | +18% |
| 2026 YTD | $4.49 | $2.13 | -53% |
TBLA has finished lower in three of the last five years. It's down 53% so far in 2026.