Ticker
META

Price
519.25
Stock movement down
-8.09 (-1.53%)
Company name
Meta Platforms Inc.
Exchange
(NASDAQ
,
Currency
USD
)
Sector
Communication Services >
Internet Content & Information
capitalizzazione di mercato
1155.73B
Inserire valore
1201.06B
Prezzo/Vendite
9.91
Prezzo/Libro contabile
9.19
Rendimento dei dividendi
0.39%
Crescita dei dividendi
-
Anni di crescita
-
Pagamento FCF
-
P/E finale
49.82
P/E futuro
43.23
PEG
2.92
Crescita dell'EPS
9.76%
Profitto dopo 1 anno
145.53%
Profitto dopo 3 anni
19.24%
Profitto dopo 5 anni
24.15%
Profitto dopo 10 anni
23.54%
Ultimo aggiornamento: 2024-04-08
Julian Lin goes in-depth on his top conviction idea, Reddit, and shares why Meta isn't a great comparable to the company.
25 aprile 2024

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APPROFONDIMENTI SULL'AZIENDA

DAU - Facebook Daily Active Users (millions)

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DAU comments

Facebook metrics (DAU, MAU, and ARPU) are based only on Facebook and Messenger and not on their other products.

Daily active user is defined as a registered and logged-in Facebook user who visited Facebook through the website or a mobile device, or used the Messenger application (and is also a registered Facebook user), on a given day. DAUs, and DAUs as a percentage of MAUs, are measures of user engagement on Facebook.

For purposes of reporting DAUs, MAUs, and ARPU by geographic region, Europe includes all users in Russia and Turkey and Rest of World includes all users in Africa, Latin America, and the Middle East.

MAU - Facebook Monthly Active Users (millions)

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MAU comments

Monthly active user is defined as a registered and logged-in Facebook user who visited Facebook through the website or a mobile device, or used the Messenger application (and is also a registered Facebook user), in the last 30 days as of the date of measurement. MAUs are a measure of the size of the global active user community on Facebook.

DAU / MAU (%)

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DAU / MAU comments

DAU as a percentage of MAU is a measure of user engagement.

ARPU - Facebook Average Revenue Per User ($)

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ARPU comments

ARPU is defined as total revenue in a given geography during a given quarter, divided by the average of the number of MAUs in the geography at the beginning and end of the quarter.

DAP, MAP - Family Daily / Monthly Active People (billions)

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DAP, MAP comments

Beginning with the Annual Report on Form 10-K for the year ended December 31, 2019, they also report their estimates of the numbers of their daily active people (DAP), monthly active people (MAP), and average revenue per person (ARPP) (collectively, the "Family metrics").

Family metrics (DAP, MAP, and ARPP) represent Facebook's estimates of the number of unique people using at least one of Facebook, Instagram, Messenger, and WhatsApp. Family metrics better reflect the size of the community and the fact that many people are using more than one of the Facebook products.

As a result, over time Facebook intends to report the Family metrics as key metrics in place of DAUs, MAUs, and ARPU.

Monthly active person (MAP) is defined as a registered and logged-in user of Facebook, Instagram, Messenger, and/or WhatsApp (collectively, the "Family" of products) who visited at least one of these Family products through a mobile device application or using a web or mobile browser in the last 30 days as of the date of measurement.

ARPP - Family Average Revenue Per Person ($)

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ARPP comments

Average revenue per person (ARPP) is defined as total revenue during the given period, divided by the average of the number of MAP at the beginning and end of the given period.

While ARPP includes all sources of revenue, the number of MAP used in this calculation only includes users of the Family products as described in the definition of MAP.

Revenue by Category ($M)

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Revenue by Facebook User Geography ($M)

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Comments

"Revenue by Facebook user geography is geographically apportioned based on our estimation of the geographic location of our users when they perform a revenue-generating activity. This allocation differs from our revenue disaggregated by geography disclosure in our condensed consolidated financial statements where revenue is disaggregated by geography based on the addresses of our customers."

Europe includes Russia and Turkey, and Rest of World includes Africa, Latin America, and the Middle East.

Number of Full-Time Employees

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Comments

Source of data for years before 2012: https://www.statista.com/statistics/273563/number-of-facebook-employees/

Number of Active Advertisers (millions)

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Comments

Source of data: https://www.statista.com/statistics/778191/active-facebook-advertisers/

No data available for missing quarters.

Facebook vs Competitors by Number of Users (billions)

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Comments

Note that these numbers (and especially the daily vs monthly metrics) are not directly comperable, as different companies may use different methodologies for their estimations and calculations.

Facebook DAP (Daily Active Person) is defined as a registered and logged-in user of Facebook, Instagram, Messenger, and/or WhatsApp who visited at least one of these Family products through a mobile device application or using a web or mobile browser on a given day.

Facebook MAP (Monthly Active Person) is defined as a registered and logged-in user of Facebook, Instagram, Messenger, and/or WhatsApp who visited at least one of these Family products through a mobile device application or using a web or mobile browser in the last 30 days as of the date of measurement.

Twitter's mDAU (average Monetizable Daily Active Usage) is defined as people, organizations, or other accounts who logged in or were otherwise authenticated and accessed Twitter on any given day through twitter.com or Twitter applications that are able to show ads. It shows the audience's size and engagement. Average mDAU for a period represents the number of mDAU on each day of such period divided by the number of days for such period.

Snap's DAU (Daily Active User) is defined as a registered Snapchat user who opens the Snapchat application at least once during a defined 24-hour period. Average DAUs for a particular quarter is calculated by adding the number of DAUs on each day of that quarter and dividing that sum by the number of days in that quarter.

While Twitter and Snap do not report their MAUs, Pinterest does not report its DAU (since they do not anticipate that most Pinterest users will become daily active users).

Facebook vs Competitors by Size and Degree of Monetization (as of 2020)

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Comments

Note that these numbers (and especially the daily vs monthly metrics) are not directly comperable, as different companies may use different methodologies for their estimations and calculations. Also, different companies may be in different stages regarding their user base (number, engagement, and geographic distribution) and regarding their monetization plans.

Facebook's ARPU (ARPP) is defined as total revenue during the given period, divided by the average of the number of MAUs (MAPs) at the beginning and end of the given period.

The ARPU of all competitors is calculated by us, using Facebook's methodology and the competitor's reported full-year sales and number of users at the beginning and end of the given period.

The competitors' definition of "number of users" may differ from that of Facebook. Twitter uses "mDAU", Snap uses "DAU", and Pinterest uses "MAU". There might also be differences in the estimations and methodologies they use to measure these.

Share of Mobile in Advertising Revenue

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Comments

Source of data: https://www.statista.com/statistics/462370/share-of-mobile-facebook-ad-revenue/

Daily Mobile Usage

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Daily Mobile Usage comments

Mobile DAU is defined as a user who accessed Facebook via a mobile application or via mobile versions of the website such as m.facebook.com, whether on a mobile phone or tablet, or used the Messenger app on a given day.

Mobile-only DAU is defined as a user who accessed Facebook solely through mobile applications or mobile versions of the website on a given day, whereas a mobile DAU may have also accessed Facebook on a personal computer on that day.

Facebook has stopped reporting mobile usage after 2015, as mobile usage has matured and reached almost 100% of total usage.

Monthly Mobile Usage

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Monthly Mobile Usage comments

Mobile MAU is defined as a user who accessed Facebook via a mobile application or via mobile versions of the website such as m.facebook.com, whether on a mobile phone or tablet, or used the Messenger application (and is also a registered Facebook user) during the period of measurement

Mobile-only MAU is defined as a user who accessed Facebook solely through mobile applications or mobile versions of the website during the period of measurement, whereas a mobile MAU may have also accessed Facebook on a personal computer during the period of measurement.

Facebook has stopped reporting mobile usage after 2015, as mobile usage has matured and reached almost 100% of total usage.

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DIVIDENDI

META non paga dividendi

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VALUTAZIONE

Rapporti di valutazione

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Dati sui rapporti di valutazione
P/E finale49.82
Prezzo a OCF22.90
Prezzo a FCF60.69
Prezzo rispetto al MOL30.65
Rapporto EV EBITDA31.85

Valutazione (vendite/valore contabile)

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Dati di valutazione (vendite/valore contabile).
Prezzo alle vendite9.91
Prezzo al valore contabile9.19
EV alle vendite10.30

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FINANZIARIE

Per azione

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Dati per azione
Conteggio azioni attuali2.23B
EPS (TTM)8.79
FCF per azione (TTM)7.21

Conto economico

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Dati sul conto economico
Entrate (TTM)116.61B
Profitto lordo (TTM)91.36B
Guadagno operativo (TTM)28.95B
Utile netto (TTM)23.20B
EPS (TTM)8.79
EPS (1 anno in avanti)12.01

Margini

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Dati sui margini
Margine lordo (TTM)78.35%
Margine operativo (TTM)24.82%
Margine di profitto (TTM)19.90%

Bilancio

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Dati di bilancio
Contanti14.68B
Crediti netti13.47B
Totale dei beni attuali59.55B
Avviamento20.31B
Beni immateriali897.00M
Immobili, impianti e macchinari0.00
Totale dei beni185.73B
Debiti4.99B
Debito a lungo/breve termine26.59B
Totale passività correnti27.03B
passività totali60.01B
Patrimonio dell'azionista125.71B
Beni tangibili netti104.51B

Flusso di cassa

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Dati di flusso di cassa
Flusso di cassa operativo (TTM)50.48B
Spese in conto capitale (TTM)31.43B
Flusso di cassa libero (TTM)19.04B
Dividendi pagati (TTM)0.00

Ritorni finanziari

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Dati sui rendimenti finanziari
Ritorno sul capitale18.45%
Rendimento sui beni12.49%
Ritorno sul capitale investito16.93%
Rendimento in contanti sul capitale investito13.90%

INFORMAZIONI SUI TITOLI

Grafico azionario

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Dati sui prezzi delle azioni
Aperto529.28
Massimo giornaliero531.49
Minimo giornaliero518.89
Volume giornaliero13.2M
Massimo storico527.34
Stima dell'analista a 1 anno219.71
Beta1.18
EPS (TTM)8.79
Dividendi per azione2.00
Dati ex dividendo21 Feb 2024
Prossima data di guadagno24 Apr 2024

Potenziale al ribasso

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Dati potenziali al ribasso
METAS&P500
Attuale calo dei prezzi dal massimo storico-1.53%-0.85%
Maggior calo di prezzo-76.74%-56.47%
Data del calo più alto3 Nov 20229 Mar 2009
Calo medio dal valore più alto-15.27%-11.35%
Tempo medio per il nuovo massimo14 days13 days
Tempo massimo per il nuovo massimo595 days1805 days

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DETTAGLI DELLA società
META (Meta Platforms Inc.) company logo
Capitalizzazione di mercato
1155.73B
Categoria di capitalizzazione di mercato
Large-cap
Descrizione
Meta Platforms, Inc. engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality headsets, and wearables worldwide. It operates in two segments, Family of Apps and Reality Labs. The Family of Apps segment offers Facebook, which enables people to share, discuss, discover, and connect with interests; Instagram, a community for sharing photos, videos, and private messages, as well as feed, stories, reels, video, live, and shops; Messenger, a messaging application for people to connect with friends, family, communities, and businesses across platforms and devices through text, audio, and video calls; and WhatsApp, a messaging application that is used by people and businesses to communicate and transact privately. The Reality Labs segment provides augmented and virtual reality related products comprising consumer hardware, software, and content that help people feel connected, anytime, and anywhere. The company was formerly known as Facebook, Inc. and changed its name to Meta Platforms, Inc. in October 2021. Meta Platforms, Inc. was incorporated in 2004 and is headquartered in Menlo Park, California.
Dipendenti
86482
Relazioni con gli investitori
Depositi SEC
AD
Mark Zuckerberg
Paese
USA
Città
Menlo Park
Tipo di azioni
Common stock
Stato CCC
-
Frequenza dei dividendi
Trimestrale
EVENTI E PRESENTAZIONI
EventiPresentazioni
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CAPIRE IL BUSINESS
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