META
Meta Platforms, Inc.
META has the edge over WB overall, supported by stronger fundamentals and stronger modeled upside.
WB
Weibo Corporation
WB offers stronger valuation, 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.
WB Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Stable | |
| Strong |
WB's profitability and balance sheet are currently healthy, and its revenue and cash flow are 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.
WB PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 5.1x | $6.12 | — |
| Cheap | 5.7x | $6.83 | +12% |
| Fair | 14x | $16.28 | +166% |
| Expensive | 35x | $41.18 | +573% |
Historical ranges are pointers, not guarantees.
WB has the edge over META in the historical PE scenario, which offers more potential upside but is not a forecast.
META Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Strong growth | |
| Strongly weakening | |
| Moderate | |
| Low |
META has the edge over WB on the outlook, with more favorable earnings expectations.
WB Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Stable | |
| Growth | |
| Weakening | |
| Limited | |
| High |
Analysts expect WB's revenue to grow, but its profitability to weaken.
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 WB on earnings, with more consistent year-over-year improvement.
WB Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | $1.19 | -15% |
| Q1 2026 | $1.41 | +4.4% |
| Q4 2025 | $1.67 | +46% |
| Q3 2023 | $1.67 | +596% |
| Q2 2023 | $1.28 | +17% |
| Q1 2023 | $1.06 | -20% |
| Q4 2022 | $0.33 | -82% |
| Q3 2022 | $0.24 | -84% |
WB's earnings per share have fallen from their peak: $1.19 over the past year, against $2.49 in late 2019. Its recent earnings include one-off gains.
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 WB 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'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.
WB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $454.6M | +2.2% |
| Q1 2026 | $421.3M | +6.2% |
| Q4 2025 | $475.3M | +4% |
| Q3 2025 | $442.9M | -4.6% |
| Q2 2025 | $444.8M | +1.6% |
| Q1 2025 | $396.9M | +0.3% |
| Q4 2024 | $456.8M | -1.5% |
| Q3 2024 | $464.5M | +5.1% |
WB's revenue fell from its 2021 peak and has held roughly level since: $455M last quarter, up 2.2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 26% | -6.5 points |
| Q1 2026 | 26% | -1.5 points |
| Q4 2025 | 19% | -6.4 points |
| Q3 2025 | 26% | -3.9 points |
| Q2 2025 | 33% | +1.8 points |
| Q1 2025 | 28% | +2.6 points |
| Q4 2024 | 26% | +0.1 points |
| Q3 2024 | 30% | +0.1 points |
WB 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 has the edge over WB on cash flow, with more consistent year-over-year improvement.
WB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $0 | $0 |
| Q1 2026 | $0 | $0 |
| Q4 2025 | $0 | $0 |
| Q3 2025 | $0 | $0 |
| Q2 2025 | $0 | $0 |
| Q1 2025 | $0 | $0 |
| Q4 2024 | $0 | -100% |
| Q3 2024 | $0 | $0 |
WB's free cash flow was $0 over the past year, against $0 the year before.
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 WB 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.
WB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.5% | +1.4M shares |
| 1 year | +1.2% | +3.2M shares |
| 3 years | +15% | +34.7M shares |
| 5 years | +18% | +42.2M shares |
| Available history | +16% | +38.4M shares |
WB has 272M diluted shares, up 1.2% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
WB hasn't bought back shares in the past year.
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).
WB Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 0.4x | Very low |
| Q1 2026 | 0.6x | Very low |
| Q4 2025 | -0.6x | Net Cash |
| Q3 2025 | 1.0x | Healthy |
| Q2 2025 | 1.1x | Healthy |
| Q1 2025 | 1.1x | Healthy |
| Q4 2024 | 0.0x | Very low |
| Q3 2024 | 1.2x | Healthy |
WB 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).
WB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 30.5 | Neutral |
| Stochastic | 8.8 | Oversold |
WB's weekly RSI is 30 (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.
WB PE vs Communication Services Sector
| Metric | WB | Sector median | Relative |
|---|---|---|---|
| PE | 5.1x | 16x | 69% below |
| PE % | 6 | 26 | 20 pts below |
WB 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 WB on trend strength, trading above more of its moving averages.
WB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $6.36 | 3.8% below |
| 20 week MA | $6.96 | 12% below |
| 50 week MA | $8.31 | 26% below |
| 100 week MA | $9.21 | 34% below |
| 200 week MA | $10.5 | 42% below |
WB is in a downtrend: it's below all five of its weekly moving averages, and 42% 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 WB on returns for 2026, with the stronger performance.
WB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $47.1 | $44.3 | -5.9% |
| 2021 | $44.3 | $29.8 | -33% |
| 2022 | $29.8 | $17.9 | -40% |
| 2023 | $17.9 | $11.0 | -39% |
| 2024 | $11.0 | $9.78 | -11% |
| 2025 | $9.78 | $10.1 | +3.7% |
| 2026 YTD | $10.1 | $6.12 | -40% |
WB has finished lower in five of the last six years. It's down 40% so far in 2026.