Professional
Added to YB: 2026-02-13
Pitch date: 2026-02-08
META [neutral]
Meta Platforms, Inc.
+11.42%
current return
Author Info
Sustainable Growth Advisers is a global equities firm focused on companies with predictable, above-average long-term earnings and free cash-flow growth. Sign up for the newsletter.
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 (VR) headsets, and AI glasses in the United States, Canada, Europe, Asia-Pacific, and internationally.
Market Cap
$1.9T
Pitch Price
$661.19
Price Target
N/A
Dividend
0.28%
EV/EBITDA
16.80
P/E
28.00
EV/Sales
8.39
Sector
Interactive Media and Services
Category
growth
SGA U.S. Large Cap Growth Portfolio Holding: Meta Platforms, Inc.
META (trimmed to target): Strong Q results w/ 26% rev growth & rising engagement overshadowed by capex & opex guidance rising 30%+, outpacing rev growth & pressuring margins. Leadership in social, ads & AI productization supports dbl-digit growth 3yr+, but near-term profitability concerns from heavy AI capex led to trim.
Read full article (1 min)