Meta Platforms, Inc. (META)

Both firms have declining sales. Martin Whitman would suspect an industry slump or new disruptive entrants.

Both firms have negative gross profit growth. Martin Whitman would question the sector’s viability or cyclical slump.

Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.

Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.

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 SNAP is at 0.53%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.

Reduced diluted shares while SNAP is at 0.53%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.

Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.

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

3Y revenue/share CAGR 1.25-1.5x SNAP's 41.51%. Bruce Berkowitz might see better product or regional expansions than the competitor.

10Y OCF/share CAGR above 1.5x SNAP's 171.77%. David Dodd would check if a superior product mix or cost edge drives this outperformance.

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

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

5Y net income/share CAGR above 1.5x SNAP's 20.02%. 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 SNAP's 3.06%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.

Equity/share CAGR of 811.59% while SNAP is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.

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

3Y equity/share CAGR above 1.5x SNAP's 13.87%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.

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Both reduce assets yoy. Martin Whitman suspects a broader sector retraction or post-boom asset trimming cycle.

Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.

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

We expand SG&A while SNAP cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.