Meta Platforms, Inc. (META)

Revenue growth above 1.5x GOOG's 16.39%. David Dodd would confirm if the firm has a unique advantage driving sales higher.

Gross profit growth above 1.5x GOOG's 8.61%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.

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

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

Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.

Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.

Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.

Share reduction while GOOG is at 0.14%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.

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

OCF growth above 1.5x GOOG's 4.01%. David Dodd would confirm a clear edge in underlying cash generation.

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

10Y revenue/share CAGR above 1.5x GOOG's 499.60%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.

5Y revenue/share CAGR above 1.5x GOOG's 132.08%. David Dodd would look for consistent product or market expansions fueling outperformance.

3Y revenue/share CAGR above 1.5x GOOG's 74.61%. David Dodd would confirm if there's an emerging competitive moat driving recent gains.

10Y OCF/share CAGR above 1.5x GOOG's 442.96%. David Dodd would check if a superior product mix or cost edge drives this outperformance.

5Y OCF/share CAGR above 1.5x GOOG's 108.66%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.

3Y OCF/share CAGR above 1.5x GOOG's 57.79%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.

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

Positive 5Y CAGR while GOOG is negative. John Neff might view this as a strong mid-term relative advantage.

Positive short-term CAGR while GOOG is negative. John Neff would see a clear advantage in near-term profit trajectory.

10Y equity/share CAGR above 1.5x GOOG's 501.80%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.

5Y equity/share CAGR above 1.5x GOOG's 101.77%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.

3Y equity/share CAGR above 1.5x GOOG's 42.72%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.

No Data available this quarter, please select a different quarter.

Asset growth above 1.5x GOOG's 4.09%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.

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

No Data available this quarter, please select a different quarter.

Our R&D shrinks while GOOG invests at 2.40%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.