META
Meta Platforms, Inc.
META has the edge over TEO overall, supported by stronger valuation and lower modeled downside.
TEO
Telecom Argentina S.A.
TEO 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.
TEO Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Healthy |
TEO's revenue, profitability, cash flow and balance sheet are all currently healthy.
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 has the edge over TEO in the historical PE scenario, which offers more potential upside but is not a forecast.
TEO PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 4.5x | $4.91 | -53% |
| Fair | 8x | $8.85 | -16% |
| Current | 9.6x | $10.53 | — |
| Expensive | 34x | $37.02 | +252% |
Historical ranges are pointers, not guarantees.
TEO's PE is 9.6x, but its earnings don't support one, so it isn't a reliable read right now.
META Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Strong growth | |
| Strongly weakening | |
| Moderate | |
| Low |
META has the edge over TEO on the outlook, with more favorable earnings expectations.
TEO Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong decline | |
| Strong growth | |
| Strongly weakening | |
| Limited | |
| Moderate |
Analysts expect TEO's revenue to grow, but its earnings and profitability to decline.
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 TEO on earnings, with more consistent year-over-year improvement.
TEO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | $1.10 | +$1.15 |
| Q2 2023 | -$0.57 | -670% |
| Q1 2023 | -$0.57 | -1050% |
| Q4 2022 | -$0.66 | -6700% |
| Q3 2022 | -$0.63 | -$0.62 |
| Q2 2022 | $0.10 | +$0.12 |
| Q1 2022 | $0.06 | +$0.06 |
| Q4 2021 | $0.01 | +$0.02 |
TEO has returned to profit: it earned $1.10 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'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's operating margin was 20% last quarter, down 20 points from the same quarter a year ago, near the bottom of its range since 2019.
TEO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $1.7B | +34% |
| Q1 2026 | $1.5B | +31% |
| Q4 2025 | $1.8B | +111% |
| Q3 2025 | $1.3B | +110% |
| Q2 2025 | $1.2B | +138% |
| Q1 2025 | $1.2B | +69% |
| Q4 2024 | $831.9M | +25% |
| Q3 2024 | $636.3M | -4.6% |
TEO's revenue has grown year over year for seven quarters in a row: $1.7B last quarter, up 34% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 36% | +6.6 points |
| Q1 2026 | 35% | +5.1 points |
| Q4 2025 | -32% | -29 points |
| Q3 2025 | 31% | +35 points |
| Q2 2025 | 29% | +33 points |
| Q1 2025 | 30% | +34 points |
| Q4 2024 | -3.1% | +4.1 points |
| Q3 2024 | -3.7% | +1.8 points |
TEO has the edge over META on profitability, with a higher operating margin.
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.
TEO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $203.2M | +66% |
| Q1 2026 | $193.8M | +169% |
| Q4 2025 | $152.9M | +36% |
| Q3 2025 | $142.3M | +75% |
| Q2 2025 | $122.6M | +341% |
| Q1 2025 | $71.9M | -27% |
| Q4 2024 | $112.7M | +81460% |
| Q3 2024 | $81.5M | -48% |
TEO 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.
TEO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -6K shares |
| 1 year | 0% | -- |
| 3 years | 0% | -- |
| 5 years | 0% | -2 shares |
| Available history | 0% | +41K shares |
TEO has 431M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | $297,680 |
| Q3 2025 | $11M |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | $15M |
| Q3 2024 | $14M |
TEO spent $11M buying back its own shares over the past year, down 61% 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 TEO on leverage, with a lower net debt burden relative to earnings.
TEO Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 1.4x | Healthy |
| Q1 2026 | 1.6x | Healthy |
| Q4 2025 | 1.6x | Healthy |
| Q3 2025 | 2.6x | Moderate |
| Q2 2025 | 2.1x | Moderate |
| Q1 2025 | 2.0x | Moderate |
| Q4 2024 | 0.9x | Very low |
| Q3 2024 | 1.2x | Healthy |
TEO's net debt is about 1.4 years of its operating earnings (EBITDA), down from 2.1 years 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).
TEO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 39.9 | Neutral |
| Stochastic | 8.9 | Oversold |
TEO's weekly RSI is 40 (neutral) and its Stochastic is 9 (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.
TEO PE vs Communication Services Sector
| Metric | TEO | Sector median | Relative |
|---|---|---|---|
| PE | 9.6x | 16x | 42% below |
| PE % | 51 | 26 | 25 pts above |
TEO 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 fallen below most of its moving averages, though it's still 21% above its 200-week average.
TEO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $11.7 | 10% below |
| 20 week MA | $12.7 | 17% below |
| 50 week MA | $12.3 | 15% below |
| 100 week MA | $11.3 | 6.8% below |
| 200 week MA | $9.16 | 15% above |
TEO has fallen below most of its moving averages, though it's still 15% above 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 TEO on returns for 2026, with the stronger performance.
TEO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $11.6 | $6.67 | -43% |
| 2021 | $6.67 | $5.15 | -23% |
| 2022 | $5.15 | $4.90 | -4.9% |
| 2023 | $4.90 | $7.15 | +46% |
| 2024 | $7.15 | $13.4 | +87% |
| 2025 | $13.4 | $11.4 | -15% |
| 2026 YTD | $11.4 | $10.5 | -7.6% |
TEO has finished lower in four of the last six years. It's down 7.6% so far in 2026.