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2021-12-27
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Meta Platforms Looks Cheap, but Rising Expenses may Cap Gains
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Meta’s underperformance appears to have more to do with ‘bad press’ than its financial performance. The stock price has actually shown relative strength over the last few weeks, so we decided to take a look at the opportunity Meta may offer.</p>\n<p><img src=\"https://static.tigerbbs.com/f1c25d350a348145db86e0ece96a8e76\" tg-width=\"1136\" tg-height=\"411\" width=\"100%\" height=\"auto\"></p>\n<h3>What's the opportunity in Meta Platforms?</h3>\n<p>A question to answer is whether Meta Platforms' current trading price of US$335 reflects the actual value of the large-cap? Or is it currently undervalued, providing us with the opportunity to buy? Let’s take a look at Meta Platforms’s outlook and value based on the most recent financial data to see if there are any catalysts for a price change.</p>\n<p>Our estimate of Meta’s fair value comes to about $680, which, if accurate would mean Meta is trading at a 50% discount. This would make sense when you consider that sentiment has been affected by reputational issues while the financial performance has remained strong. We can also look at the P/E ratio to get a sense of what the market expects.</p>\n<p>Meta Platforms’s price-to-earnings (PE) ratio of 22x is higher than the US market median ratio of 17x, but lower than its industry peers’ ratio of 27.16x. This suggests that the market believes the Meta will grow earnings at a slightly higher than the US market, but underperform the US interactive media industry.</p>\n<p>However, when we look at forecasts, we see that analysts expect Meta to underperform both the market and the industry on earnings growth. These growth rates are calculated by constructing a line of best fit through consensus estimates from 50 analysts.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a1ad2c70105974014ed32fee53e6597\" tg-width=\"770\" tg-height=\"292\" width=\"100%\" height=\"auto\"><span>NasdaqGS:FB Analyst Growth Forecasts December 23rd 2021</span></p>\n<p>Interestingly, analysts are also expecting Meta’s earnings growth to lag revenue growth. This implies that expenses are expected to grow faster than sales. A closer look at the range of analyst forecasts shows that a few estimates for 2022 are weighing on the average. If these analysts are correct, the stock may not be as cheap as it appears.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3cd06bc34c5eddeb2031264c559e5ab9\" tg-width=\"781\" tg-height=\"445\" width=\"100%\" height=\"auto\"><span>NasdaqGS:FB Earnings per Share Growth Forecasts December 23rd 2021</span></p>\n<h3>What does the future of Meta Platforms look like?</h3>\n<p>Meta’s revenue growth seems to be quite stable and there doesn’t seem to be any reason that it would change much in the next year or two - so expenses are the key to earnings growth. Meta has already indicated that it will be ramping up investment in its metaverse initiatives, so that accounts for at least some of the increase.</p>\n<p>Besides potential antitrust lawsuits, Meta is also facing other lawsuits for up to $150 billion. There’s no indication of how much merit these lawsuits have, and if they do they are likely to take a very long time to play out. Nevertheless some analysts may be making some allowances for legal expenses.</p>\n<p>The bottom line is that Meta does appear to be trading at a reasonable price, but if earnings don’t come in at the higher end of the range, sentiment could remain subdued in 2022.</p>\n<p>If you are interested in understanding the company at a deeper level, take a look at our full analysis which includes some of the other factors to consider.</p>\n<p>If you are no longer interested in Meta Platforms, you can use our free platform to see our list of over 50 other stocks with a high growth potential.</p>","source":"lsy1616055508394","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms Looks Cheap, but Rising Expenses may Cap Gains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Platforms Looks Cheap, but Rising Expenses may Cap Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 15:51 GMT+8 <a href=https://simplywall.st/stocks/us/media/nasdaq-fb/meta-platforms/news/meta-platforms-inc-nasdaqfb-looks-cheap-but-rising-expenses><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The mega-cap tech stocks have had a great year in 2021, with the two exceptions being Meta Platforms, Inc. ( NASDAQ:FB ).and Amazon ( NASDAQ:AMZN ). Meta’s underperformance appears to have more to do ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/media/nasdaq-fb/meta-platforms/news/meta-platforms-inc-nasdaqfb-looks-cheap-but-rising-expenses\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OLPX":"Olaplex Holdings, Inc.","BK4539":"次新股","CRCT":"Cricut, Inc.","BK4525":"远程办公概念","HCTI":"Healthcare Triangle, Inc.","BK4524":"宅经济概念","BK4507":"流媒体概念","BK4554":"元宇宙及AR概念","TERN":"Terns Pharmaceuticals, Inc.","BK4077":"互动媒体与服务","BK4209":"餐馆","BK4508":"社交媒体","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4548":"巴美列捷福持仓","BK4503":"景林资产持仓","BK4566":"资本集团","BK4550":"红杉资本持仓","BK4167":"医疗保健技术","BK4553":"喜马拉雅资本持仓","FWRG":"First Watch Restaurant Group, Inc.","BK4191":"家用电器","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4551":"寇图资本持仓","BK4183":"个人用品","BK4007":"制药"},"source_url":"https://simplywall.st/stocks/us/media/nasdaq-fb/meta-platforms/news/meta-platforms-inc-nasdaqfb-looks-cheap-but-rising-expenses","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193140677","content_text":"The mega-cap tech stocks have had a great year in 2021, with the two exceptions being Meta Platforms, Inc. ( NASDAQ:FB ).and Amazon ( NASDAQ:AMZN ). Meta’s underperformance appears to have more to do with ‘bad press’ than its financial performance. The stock price has actually shown relative strength over the last few weeks, so we decided to take a look at the opportunity Meta may offer.\n\nWhat's the opportunity in Meta Platforms?\nA question to answer is whether Meta Platforms' current trading price of US$335 reflects the actual value of the large-cap? Or is it currently undervalued, providing us with the opportunity to buy? Let’s take a look at Meta Platforms’s outlook and value based on the most recent financial data to see if there are any catalysts for a price change.\nOur estimate of Meta’s fair value comes to about $680, which, if accurate would mean Meta is trading at a 50% discount. This would make sense when you consider that sentiment has been affected by reputational issues while the financial performance has remained strong. We can also look at the P/E ratio to get a sense of what the market expects.\nMeta Platforms’s price-to-earnings (PE) ratio of 22x is higher than the US market median ratio of 17x, but lower than its industry peers’ ratio of 27.16x. This suggests that the market believes the Meta will grow earnings at a slightly higher than the US market, but underperform the US interactive media industry.\nHowever, when we look at forecasts, we see that analysts expect Meta to underperform both the market and the industry on earnings growth. These growth rates are calculated by constructing a line of best fit through consensus estimates from 50 analysts.\nNasdaqGS:FB Analyst Growth Forecasts December 23rd 2021\nInterestingly, analysts are also expecting Meta’s earnings growth to lag revenue growth. This implies that expenses are expected to grow faster than sales. A closer look at the range of analyst forecasts shows that a few estimates for 2022 are weighing on the average. If these analysts are correct, the stock may not be as cheap as it appears.\nNasdaqGS:FB Earnings per Share Growth Forecasts December 23rd 2021\nWhat does the future of Meta Platforms look like?\nMeta’s revenue growth seems to be quite stable and there doesn’t seem to be any reason that it would change much in the next year or two - so expenses are the key to earnings growth. Meta has already indicated that it will be ramping up investment in its metaverse initiatives, so that accounts for at least some of the increase.\nBesides potential antitrust lawsuits, Meta is also facing other lawsuits for up to $150 billion. There’s no indication of how much merit these lawsuits have, and if they do they are likely to take a very long time to play out. Nevertheless some analysts may be making some allowances for legal expenses.\nThe bottom line is that Meta does appear to be trading at a reasonable price, but if earnings don’t come in at the higher end of the range, sentiment could remain subdued in 2022.\nIf you are interested in understanding the company at a deeper level, take a look at our full analysis which includes some of the other factors to consider.\nIf you are no longer interested in Meta Platforms, you can use our free platform to see our list of over 50 other stocks with a high growth potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":619,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/696926190"}
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