META
Meta Platforms, Inc.
META has the edge over TTGT overall, supported by lower modeled downside and stronger valuation.
TTGT
TechTarget, Inc.
TTGT 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.
TTGT Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Stable | |
| Strong |
TTGT's balance sheet is currently strong, and its revenue and cash flow are stable, but its profitability is under pressure.
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.
TTGT PE Valuation
TTGT 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.
TTGT Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses steady | |
| Stable | |
| Stable | |
| Limited | |
| High |
Analysts expect TTGT's earnings, revenue and profitability to hold roughly 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 has the edge over TTGT on earnings quality, reporting a profit while its opponent remains loss making.
TTGT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.62 | +$13.12 |
| Q2 2024 | -$0.30 | -135% |
| Q1 2024 | -$0.25 | -122% |
| Q4 2023 | $0.16 | -88% |
| Q3 2023 | $0.45 | -18% |
| Q2 2023 | $0.85 | +107% |
| Q1 2023 | $1.13 | +465% |
| Q4 2022 | $1.30 | +4233% |
TTGT is still losing money, but far less than before: $1.62 per share over the past year, against $14.74 at its worst in late 2025.
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 TTGT 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 TTGT on profitability, with a higher operating margin.
TTGT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $119.2M | -2.5% |
| Q2 2026 | $116.1M | -3.2% |
| Q1 2026 | $106M | +2.1% |
| Q4 2025 | $140.7M | +40% |
| Q2 2025 | $119.9M | +104% |
| Q1 2025 | $103.9M | +101% |
| Q4 2024 | $100.4M | +75% |
| Q2 2024 | $58.9M | +0.8% |
TTGT's revenue is growing: $119M last quarter, down 2.5% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -13% | +75 points |
| Q2 2026 | -19% | +323 points |
| Q1 2026 | -76% | +398 points |
| Q4 2025 | -11% | +37 points |
| Q3 2025 | -88% | N/A |
| Q2 2025 | -342% | -338 points |
| Q1 2025 | -474% | -453 points |
| Q4 2024 | -48% | -41 points |
TTGT's operating margin was −13% last quarter, up 75 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.
TTGT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$5.2M | +$4.1M |
| Q2 2026 | $1.3M | -5.6% |
| Q1 2026 | -$110K | -101% |
| Q2 2025 | $1.4M | -81% |
| Q1 2025 | $12.2M | +137% |
| Q2 2024 | $7.7M | +28% |
| Q1 2024 | $5.1M | -65% |
| Q4 2023 | $15M | -10% |
TTGT usually generates cash, though not every quarter: the latest was −$5M, but it generated $8M over 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 TTGT 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.
TTGT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +153K shares |
| 1 year | +1% | +705K shares |
| 3 years | +150% | +43.5M shares |
| 5 years | +148% | +43.2M shares |
TTGT has 72M diluted shares, up 1% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | $25M |
| Q1 2023 | $25M |
| Q4 2022 | $33.9M |
| Q3 2022 | $27.7M |
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).
TTGT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2024 | -70.4x | Net Cash |
| Q1 2024 | -36.3x | Net Cash |
| Q4 2023 | -13.3x | Net Cash |
| Q3 2023 | -7.4x | Net Cash |
| Q2 2023 | -5.2x | Net Cash |
| Q1 2023 | -4.8x | Net Cash |
| Q4 2022 | -4.6x | Net Cash |
| Q3 2022 | -4.7x | Net Cash |
TTGT has more cash than debt.
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).
TTGT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 35.8 | Neutral |
| Stochastic | 11.7 | Oversold |
TTGT's weekly RSI is 36 (neutral) and its Stochastic is 12 (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.
TTGT PE vs Communication Services Sector
| Metric | TTGT | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 16x | — |
TTGT 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 |
META has the edge over TTGT on trend strength, trading above more of its moving averages.
TTGT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $3.47 | 19% below |
| 20 week MA | $3.72 | 24% below |
| 50 week MA | $4.31 | 35% below |
| 100 week MA | $6.99 | 60% below |
| 200 week MA | $19.3 | 85% below |
TTGT is in a downtrend: it's below all five of its weekly moving averages, and 85% 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 TTGT on returns for 2026, with the stronger performance.
TTGT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $26.3 | $60.5 | +130% |
| 2021 | $60.5 | $98.5 | +63% |
| 2022 | $98.5 | $43.2 | -56% |
| 2023 | $43.2 | $34.9 | -19% |
| 2024 | $34.9 | $19.5 | -44% |
| 2025 | $19.5 | $5.20 | -73% |
| 2026 YTD | $5.20 | $2.81 | -46% |
TTGT has finished four years in a row lower, and it's down 46% so far in 2026.