Meta Platforms, Inc. (META)

D&A growth of 6.23% while Internet Content & Information median is zero at 0.00%. Walter Schloss would question intangible or new expansions driving that cost difference.

Deferred tax growth of 47.14% while Internet Content & Information median is zero at 0.00%. Walter Schloss would see a difference that might matter for future cash flow if significant.

SBC growth of 1.43% while Internet Content & Information median is zero at 0.00%. Walter Schloss would question expansions or staff additions causing more equity grants.

Working capital of 33.21% while Internet Content & Information median is zero at 0.00%. Walter Schloss would check if expansions or cost inefficiencies cause that difference.

AR growth of 249.94% while Internet Content & Information median is zero at 0.00%. Walter Schloss would question expansions or more relaxed credit if revenue is not matching it.

AP shrinks yoy while Internet Content & Information median is 0.00%. Seth Klarman would see better immediate cost coverage if top-line remains intact.

Other WC usage shrinks yoy while Internet Content & Information median is 0.00%. Seth Klarman would see an advantage if top-line is stable or growing.

Other non-cash items dropping yoy while Internet Content & Information median is -5.31%. Seth Klarman would see a short-term advantage if real fundamentals remain intact.

Negative CFO growth while Internet Content & Information median is 0.00%. Seth Klarman would suspect a firm-specific operational weakness if peers maintain growth.

CapEx growth of 24.34% while Internet Content & Information median is zero at 0.00%. Walter Schloss would question expansions or upgrades behind the difference.

Acquisition spending declines yoy while Internet Content & Information median is 0.00%. Seth Klarman would note reduced M&A risk if growth continues organically.

Purchases growth of 88.53% while Internet Content & Information median is zero at 0.00%. Walter Schloss would question expansions or new strategic positions driving the difference.

We liquidate less yoy while Internet Content & Information median is 0.00%. Seth Klarman would see a firm-specific hold strategy unless missed gains exist.

Growth of 80.77% while Internet Content & Information median is zero at 0.00%. Walter Schloss questions intangible or special projects explaining that difference.

Investing flow of 10.46% while Internet Content & Information median is zero at 0.00%. Walter Schloss would question expansions or deals prompting that difference.

Debt repayment yoy declines while Internet Content & Information median is 0.00%. Seth Klarman fears increased leverage if expansions do not yield quick returns.

We reduce yoy buybacks while Internet Content & Information median is 0.00%. Seth Klarman sees a potential missed chance unless expansions promise higher returns.