Professional
Added to YB: 2022-11-22
Pitch date: 2022-11-22
META [bullish]
Meta Platforms, Inc.
+480.2%
current return
Author Info
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Company Info
Meta Platforms, Inc. engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality and mixed reality headsets, augmented reality, and wearables worldwide.
Market Cap
$1.6T
Pitch Price
$111.04
Price Target
285.44 (-56%)
Dividend
0.32%
EV/EBITDA
16.25
P/E
28.84
EV/Sales
8.72
Sector
Interactive Media and Services
Category
value
Adding to META
META: Trades at $280B EV vs $320B using 10x 2022 EBIT. Market sees $40B negative value in $27B growth spend despite Zuck's strong track record (Instagram, WhatsApp buys). Core biz earns $32B ($15B maintenance capex). Sentiment overly negative on TikTok & regulation fears.
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