Meta Platforms, Inc. (META)

Both yoy net incomes decline, with BIDU at -24.38%. Martin Whitman would view it as a broader sector or cyclical slump hitting profits.

D&A growth of 5.54% while BIDU is zero at 0.00%. Bruce Berkowitz would see a mild cost difference that must be justified by expansions.

Negative yoy deferred tax while BIDU stands at 0.00%. Joel Greenblatt would consider near-term tax obligations but a possible advantage if competitor's deferrals become a burden later.

Both cut yoy SBC, with BIDU at -14.14%. Martin Whitman would view it as an industry shift to reduce stock-based pay or a sign of reduced expansions.

Working capital change of 219.25% while BIDU is zero at 0.00%. Bruce Berkowitz would see a moderate difference that might affect near-term cash flow.

AR growth of 124.28% while BIDU is zero at 0.00%. Bruce Berkowitz would see a mild difference in credit approach that could matter for cash flow.

Inventory growth of 82.24% while BIDU is zero at 0.00%. Bruce Berkowitz would see a moderate build that must match future sales to avoid risk.

Negative yoy AP while BIDU is 0.00%. Joel Greenblatt would see quicker payments or less reliance on trade credit than competitor, unless expansions are hindered.

Growth of 62.28% while BIDU is zero at 0.00%. Bruce Berkowitz would see a difference in minor WC usage that might affect short-term cash flow if large.

Well above BIDU's 74.83%. Michael Burry would worry about large intangible write-downs or revaluation gains overshadowing real performance.

CapEx growth of 2.90% while BIDU is zero at 0.00%. Bruce Berkowitz would see a mild cost burden that must yield returns in future revenue or margins.

Acquisition growth of 93.91% while BIDU is zero at 0.00%. Bruce Berkowitz sees a mild outflow that must deliver synergy to justify the difference.

Negative yoy purchasing while BIDU stands at 0.00%. Joel Greenblatt sees a near-term liquidity advantage unless competitor’s new investments produce outsized returns.

We reduce yoy sales while BIDU is 0.00%. Joel Greenblatt sees competitor possibly capitalizing on market peaks or forced to raise cash while we hold tight.

Growth of 109.79% while BIDU is zero at 0.00%. Bruce Berkowitz sees a moderate difference requiring justification by ROI in these smaller invests.

We expand invests by 57.01% while BIDU is zero at 0.00%. Bruce Berkowitz sees a moderate outflow that must be justified by returns vs. competitor’s stable approach.

We cut debt repayment yoy while BIDU is 0.00%. Joel Greenblatt sees competitor possibly lowering risk more if expansions do not hamper them.

Negative yoy issuance while BIDU is 0.00%. Joel Greenblatt sees a near-term advantage in avoiding dilution unless competitor invests more effectively with the new shares.