Meta Platforms, Inc. (META)

Net income growth under 50% of BIDU's 78.01%. Michael Burry would suspect deeper structural issues in generating bottom-line growth.

D&A growth of 7.06% 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.

Working capital change of 115.73% while BIDU is zero at 0.00%. Bruce Berkowitz would see a moderate difference that might affect near-term cash flow.

AR growth of 22.01% 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 221.16% 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 212.68% 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.

Both negative yoy, with BIDU at -26.35%. Martin Whitman would suspect an overall environment of intangible cleanup or shifting revaluations for the niche.

CapEx growth of 3.35% while BIDU is zero at 0.00%. Bruce Berkowitz would see a mild cost burden that must yield returns in future revenue or margins.

Negative yoy acquisition while BIDU stands at 0.00%. Joel Greenblatt sees potential short-term cash advantage unless competitor’s deals yield big synergy.

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.

We reduce yoy other investing while BIDU is 0.00%. Joel Greenblatt sees a near-term cash advantage unless competitor’s intangible or side bets produce strong returns.

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.