How Does Meta Platforms Stock Stack Up Against Its Peers?
Meta Platforms stock has delivered a flat return over the past year, but how does its robust performance stack up against tech giants rapidly scaling in the evolving digital landscape? A closer look as of January 20, 2026, reveals strong profitability with attractive operating (43.2%) and free cash flow margins (23.7%), and robust revenue growth (21.3%) compared to mega-cap peers. While its PE ratio (26.0) is moderate among hyperscalers, potential upside hinges on successful AI monetization amidst significant capital expenditure, contrasting with pure-plays like MSFT that monetize AI infrastructure directly.
- META’s 43.2% operating margin, boosted by AI ad optimization, trails MSFT’s 46.3% from high-margin cloud services.
- META’s 21.3% revenue growth, outpacing peers, is driven by robust AI-powered ad demand and improved Reels conversions.
- META’s stock, down 1.1% and underperforming, reflects investor concern over heavy AI CapEx and Reality Labs losses at a 26.0 PE.
Here’s how Meta Platforms stacks up across size, valuation, and profitability versus key peers.
| META | GOOGL | AMZN | MSFT | SNAP | PINS | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 1,520.6 | 3,891.7 | 2,457.1 | 3,378.4 | 12.5 | 17.2 |
| Revenue ($ Bil) | 189.5 | 385.5 | 670.0 | 293.8 | 5.8 | 4.1 |
| PE Ratio | 26.0 | 31.3 | 34.8 | 32.2 | -25.1 | 8.7 |
| LTM Revenue Growth | 21.3% | 13.4% | 10.9% | 15.6% | 11.7% | 16.8% |
| LTM Operating Margin | 43.2% | 32.2% | 11.4% | 46.3% | -10.5% | 6.9% |
| LTM FCF Margin | 23.7% | 19.1% | 2.0% | 26.6% | 7.2% | 27.7% |
| 12M Market Return | -1.1% | 64.9% | 2.2% | 6.7% | -32.3% | -16.8% |
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
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| META | 21.3% | – | 21.9% | 15.7% | -1.1% |
| GOOGL | 13.4% | – | 13.9% | 8.7% | 9.8% |
| AMZN | 10.9% | – | 11.0% | 11.8% | 9.4% |
| MSFT | 15.6% | 14.9% | 15.7% | 6.9% | |
| SNAP | 11.7% | – | 16.4% | 0.1% | 11.8% |
| PINS | 16.8% | – | 19.3% | 9.0% | 8.7% |
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% |
| AMZN | 11.4% | – | 10.8% | 6.4% | 2.4% |
| MSFT | 46.3% | 45.6% | 44.6% | 41.8% | |
| SNAP | -10.5% | – | -14.7% | -30.4% | -30.3% |
| PINS | 6.9% | – | 4.9% | -4.1% | -3.6% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| META | 26.0 | – | 26.8 | 38.5 | 41.0 |
| GOOGL | 31.3 | – | 38.5 | 32.4 | 30.4 |
| AMZN | 34.8 | – | 40.8 | 74.3 | -568.7 |
| MSFT | 32.2 | 35.3 | 35.5 | 38.7 | |
| SNAP | -25.1 | – | -19.2 | -13.1 | -19.0 |
| PINS | 8.7 | – | 9.4 | -549.4 | -256.7 |
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