Meta Platforms, Inc. (META)

Positive revenue growth while BIDU is negative. John Neff might see a notable competitive edge here.

Positive gross profit growth while BIDU is negative. John Neff would see a clear operational edge over the competitor.

Positive EBIT growth while BIDU is negative. John Neff might see a substantial edge in operational management.

Positive operating income growth while BIDU is negative. John Neff might view this as a competitive edge in operations.

Positive EPS growth while BIDU is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.

Positive diluted EPS growth while BIDU is negative. John Neff might view this as a strong relative advantage in controlling dilution.

Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.

Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.

Positive OCF growth while BIDU is negative. John Neff would see this as a clear operational advantage vs. the competitor.

Positive FCF growth while BIDU is negative. John Neff would see a strong competitive edge in net cash generation.

Positive 10Y revenue/share CAGR while BIDU is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.

Positive 5Y CAGR while BIDU is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.

Positive 3Y CAGR while BIDU is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.

OCF/share CAGR of 1960.90% while BIDU is zero. Bruce Berkowitz might see a slight advantage that could compound over time.

Positive OCF/share growth while BIDU is negative. John Neff might see a comparative advantage in operational cash viability.

Positive 3Y OCF/share CAGR while BIDU is negative. John Neff might see a big short-term edge in operational efficiency.

Positive 10Y CAGR while BIDU is negative. John Neff might see a substantial advantage in bottom-line trajectory.

5Y net income/share CAGR above 1.5x BIDU's 100.00%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.

Positive growth while BIDU is negative. John Neff might see a strong advantage in steadily compounding net worth over a decade.

Positive 5Y equity/share CAGR while BIDU is negative. John Neff might see a clear edge in retaining earnings or managing capital better.

Positive short-term equity growth while BIDU is negative. John Neff sees a strong advantage in near-term net worth buildup.

Our AR growth while BIDU is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.

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Asset growth above 1.5x BIDU's 0.43%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.

Positive BV/share change while BIDU is negative. John Neff sees a clear edge over a competitor losing equity.

We have some new debt while BIDU reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.

We increase R&D while BIDU cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.

We cut SG&A while BIDU invests at 2.93%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.