Meta Platforms trades at a 36% discount to hyperscaler peers despite strong stock performance.

sábado, 17 de enero de 2026, 8:09 pm ET1 min de lectura
META--

Meta Platforms trades at a P/E of 21x, 36% lower than hyperscaler peers at 33x. The company derives 97.7% of revenue from advertising, while Reality Labs has accumulated losses of $70B to $73B since 2021. Free cash flow is projected to drop 53% in 2026 as capex rises above $100B. CEO Mark Zuckerberg's bold spending bets add risk, contributing to the discount.

Meta Platforms trades at a 36% discount to hyperscaler peers despite strong stock performance.

Comentarios



Add a public comment...
Sin comentarios

Aún no hay comentarios