How Does Meta Platforms Stock Stack Up Against Its Peers?

+39.67%
Upside
599
Market
836
Trefis
META: Meta Platforms logo
META
Meta Platforms

Meta Platforms’ stock has delivered moderate returns over the past year, lagging Google but surpassing Microsoft and social media peers. A closer look reveals robust profitability, with strong operating and free cash flow margins, alongside leading revenue growth. Its valuation appears moderate relative to its growth and financial strength. However, sustained outperformance hinges on its massive AI investments, which are being rapidly deployed across platforms, and the recalibration of its metaverse strategy amidst intense digital advertising competition.

  • META’s 43.2% operating margin reflects ad business scalability, but MSFT’s 46.3% shows cloud/software’s superior efficiency.
  • META’s 21.3% revenue growth, outpacing peers, signals strong ad spending recovery and effective platform monetization.
  • META’s 31.6 P/E implies future growth confidence, though its 11.6% stock gain trails GOOGL, reflecting differing market expectations.

Here’s how Meta Platforms stacks up across size, valuation, and profitability versus key peers.

  META GOOGL MSFT Z SNAP
Market Cap ($ Bil) 1,672.4 3,655.5 3,597.4 16.4 12.9
Revenue ($ Bil) 189.5 385.5 293.8 2.5 5.8
PE Ratio 31.6 23.6 36.7 -583.5 -26.3
LTM Revenue Growth 21.3% 13.4% 15.6% 15.2% 11.7%
LTM Operating Margin 43.2% 32.2% 46.3% -3.6% -10.5%
LTM FCF Margin 23.7% 19.1% 26.6% 6.0% 7.2%
12M Market Return 11.6% 61.2% 11.5% -10.5% -32.0%

For more details on Meta Platforms, read Buy or Sell META Stock. Below we compare META’s growth, margin, and valuation with peers across years

Revenue Growth Comparison

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  LTM 2025 2024 2023 2022
META 21.3% 21.9% 15.7% -1.1%
GOOGL 13.4% 13.9% 8.7% 9.8%
MSFT 15.6% 14.9% 15.7% 6.9%  
Z 15.2% 15.0% -0.7% -8.2%
SNAP 11.7% 16.4% 0.1% 11.8%

Operating Margin Comparison

  LTM 2025 2024 2023 2022
META 43.2% 42.2% 34.7% 24.8%
GOOGL 32.2% 32.1% 27.4% 26.5%
MSFT 46.3% 45.6% 44.6% 41.8%  
Z -3.6% -8.5% -12.7% -3.5%
SNAP -10.5% -14.7% -30.4% -30.3%

PE Ratio Comparison

  LTM 2025 2024 2023 2022
META 31.6 23.8 23.3 13.9
GOOGL 23.6 23.3 23.9 19.2
MSFT 36.7 30.8 31.7 24.7  
Z -583.5 -154.8 -85.5 -77.2
SNAP -26.3 -25.6 -20.6 -10.1

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