META
Meta Platforms, Inc.
META has the edge over TV overall, supported by stronger valuation and stronger modeled upside.
TV
Grupo Televisa, S.A.B.
TV's outlook is improving, though it still trails on the overall score.
META Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Stable | |
| Healthy |
META's revenue, profitability and balance sheet are currently healthy, and its cash flow is stable.
TV Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Stable | |
| Stable |
TV's revenue, profitability, cash flow and balance sheet are all currently 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.
TV PE Valuation
TV 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.
TV Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect TV's earnings to grow and its profitability to improve, with its revenue holding steady. However, they disagree widely on these estimates.
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 stronger earnings trend. Trailing diluted EPS is up 30% for META versus TV down 312%.
TV Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2025 | -$1.08 | -$0.57 |
| Q2 2025 | -$0.83 | -$0.16 |
| Q1 2025 | -$0.88 | -$0.23 |
| Q4 2024 | -$0.82 | $0.00 |
| Q3 2024 | -$0.51 | +$0.79 |
| Q2 2024 | -$0.67 | +$0.44 |
| Q1 2024 | -$0.65 | +$0.17 |
| Q4 2023 | -$0.82 | -121% |
TV is still losing money, but less than at its worst: $1.08 per share over the past year, against $1.30 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 TV 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 TV on profitability, with a higher operating margin.
TV Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $766.7M | -3% |
| Q1 2026 | $778.7M | -3.1% |
| Q4 2025 | $780.6M | -4.5% |
| Q3 2025 | $784.8M | -4.8% |
| Q2 2025 | $790.3M | -6.3% |
| Q1 2025 | $803.4M | -6.1% |
| Q4 2024 | $817M | -17% |
| Q3 2024 | $824.3M | -6.4% |
TV's revenue fell from its 2021 peak and has held roughly level since: $767M last quarter, down 3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 12% | +3.4 points |
| Q1 2026 | 11% | +3.9 points |
| Q4 2025 | 13% | +23 points |
| Q3 2025 | 6.7% | +4.3 points |
| Q2 2025 | 8.3% | +7.8 points |
| Q1 2025 | 7.3% | -11 points |
| Q4 2024 | -9.7% | -13 points |
| Q3 2024 | 2.4% | +4.7 points |
TV's operating margin was 12% last quarter, up 3.4 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.
TV Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $58.7M | +1085% |
| Q1 2026 | $23.7M | -87% |
| Q4 2025 | $28.5M | -92% |
| Q3 2025 | $60.8M | -81% |
| Q2 2025 | $4.9M | -99% |
| Q1 2025 | $187.7M | +25% |
| Q4 2024 | $378.3M | +249% |
| Q3 2024 | $318.2M | +274% |
TV still generates free cash flow, though less than at its 2024 peak: $172M 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 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.
TV Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -59% | -633M shares |
| 1 year | -20% | -111M shares |
| 3 years | -27% | -160M shares |
| 5 years | -28% | -170M shares |
| Available history | -25% | -144M shares |
TV has the edge over META on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | $15,347 |
| Q1 2026 | $2.2M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | $27.4M |
| Q3 2024 | — |
TV spent $2M buying back its own shares over the past year, down 92% 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 TV on leverage, with a lower net debt burden relative to earnings.
TV Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 2.5x | Moderate |
| Q1 2026 | 2.6x | Moderate |
| Q4 2025 | 2.3x | Moderate |
| Q3 2025 | 2.8x | Moderate |
| Q2 2025 | 2.8x | Moderate |
| Q1 2025 | 3.0x | Elevated |
| Q4 2024 | 0.1x | Very low |
| Q3 2024 | 2.5x | Moderate |
TV's net debt is about 2.5 years of its operating earnings (EBITDA), down from 2.8 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).
TV Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.6 | Neutral |
| Stochastic | 20.8 | Neutral |
TV's weekly RSI is 41 (neutral) and its Stochastic is 21 (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.
TV PE vs Communication Services Sector
TV 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 TV on trend strength, trading above more of its moving averages.
TV Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.30 | 3% below |
| 20 week MA | $2.53 | 12% below |
| 50 week MA | $2.79 | 20% below |
| 100 week MA | $2.50 | 11% below |
| 200 week MA | $3.00 | 26% below |
TV is in a downtrend: it's below all five of its weekly moving averages, and 26% 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 TV on returns for 2026, with the stronger performance.
TV Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $11.9 | $7.90 | -33% |
| 2021 | $7.90 | $9.48 | +20% |
| 2022 | $9.48 | $4.75 | -50% |
| 2023 | $4.75 | $3.34 | -30% |
| 2024 | $3.34 | $1.77 | -47% |
| 2025 | $1.77 | $2.95 | +67% |
| 2026 YTD | $2.95 | $2.23 | -24% |
TV has finished lower in four of the last six years. It's down 24% so far in 2026.