Meta Platforms, Inc. (META)

D&A growth of 8.96% while BIDU is zero at 0.00%. Bruce Berkowitz would see a mild cost difference that must be justified by expansions.

Deferred tax of 314.89% while BIDU is zero at 0.00%. Bruce Berkowitz would see a partial difference that can matter for future cash flow if large in magnitude.

SBC growth well above BIDU's 43.57%. Michael Burry would flag major dilution risk vs. competitor’s approach.

Negative yoy working capital usage while BIDU is 0.00%. Joel Greenblatt would see more free cash if revenue remains unaffected, giving a short-term advantage.

AR is negative yoy while BIDU is 0.00%. Joel Greenblatt would see a short-term cash advantage if revenue remains unaffected vs. competitor's approach.

Negative yoy inventory while BIDU is 0.00%. Joel Greenblatt would see a near-term cash advantage if top-line doesn't suffer.

AP growth of 4800.00% while BIDU is zero at 0.00%. Bruce Berkowitz would see a moderate difference that might matter for short-term liquidity if expansions are large.

Negative yoy usage while BIDU is 0.00%. Joel Greenblatt would see a short-term advantage in freeing up capital unless competitor invests effectively in these lines.

Negative yoy CFO while BIDU is 0.00%. Joel Greenblatt would see a disadvantage in operational cash generation vs. competitor.

Negative yoy CapEx while BIDU is 0.00%. Joel Greenblatt would see a near-term FCF boost unless competitor invests for long-term advantage.

Acquisition growth of 67.35% 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 107700.00% while BIDU is zero at 0.00%. Bruce Berkowitz sees a moderate difference requiring justification by ROI in these smaller invests.

We reduce yoy invests while BIDU stands at 0.00%. Joel Greenblatt sees near-term liquidity advantage unless competitor’s expansions yield high returns.

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We cut yoy buybacks while BIDU is 0.00%. Joel Greenblatt would question if competitor is gaining a per-share edge unless expansions justify holding cash here.