Meta Platforms, Inc. (META)

Revenue growth 1.25-1.5x GOOGL's 3.99%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.

Gross profit growth 1.25-1.5x GOOGL's 5.93%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.

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

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

Positive net income growth while GOOGL is negative. John Neff might see a big relative performance advantage.

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

Positive diluted EPS growth while GOOGL 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.

10Y revenue/share CAGR above 1.5x GOOGL's 522.31%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.

5Y revenue/share CAGR above 1.5x GOOGL's 139.50%. David Dodd would look for consistent product or market expansions fueling outperformance.

3Y revenue/share CAGR above 1.5x GOOGL's 79.01%. David Dodd would confirm if there's an emerging competitive moat driving recent gains.

10Y OCF/share CAGR above 1.5x GOOGL's 418.27%. David Dodd would check if a superior product mix or cost edge drives this outperformance.

5Y OCF/share CAGR above 1.5x GOOGL's 152.12%. 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 GOOGL's 55.89%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.

Net income/share CAGR above 1.5x GOOGL's 293.93% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.

5Y net income/share CAGR above 1.5x GOOGL's 152.15%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.

3Y net income/share CAGR above 1.5x GOOGL's 38.59%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.

5Y equity/share CAGR above 1.5x GOOGL's 92.80%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.

3Y equity/share CAGR above 1.5x GOOGL's 44.27%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.

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

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

Asset growth above 1.5x GOOGL's 2.31%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.

BV/share growth above 1.5x GOOGL's 1.62%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.

We cut SG&A while GOOGL invests at 15.11%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.