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
Markedsverdi
1155.73B
Ent verdi
1201.06B
Pris/omsetning
9.91
Pris/bok
9.19
Utbytte avkastning
0.39%
Utbytte vekst
-
Vekst år
-
FCF-utbetaling
-
Etterfølgende P/E
49.82
Fremtidig P/E
43.23
PEG
2.92
EPS-vekst
9.76%
1 års avkastning
145.53%
3 års avkastning
19.24%
5 års avkastning
24.15%
10 års avkastning
23.54%
Sist oppdatert: 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. april 2024

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iO Charts is a Seeking Alpha partner

FORRETNINGSINNSIKT

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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UTBYTTE

META betaler ikke utbytte

iO Charts is a Seeking Alpha partner

VERDSETTELSE

Verdsettelsesforhold

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Verdsettelsesforhold-data
Etterfølgende P/E49.82
Pris til OCF22.90
Pris til FCF60.69
Pris til EBITDA30.65
EV i forhold til EBITDA31.85

Verdsettelse (Salg/Bokført verdi)

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Verdsettelse (Salg/Bokført verdi) data
Pris til omsetning9.91
Pris til bok9.19
EV i forhold til salg10.30

iO Charts is a Seeking Alpha partner

iO Charts is a Seeking Alpha partner

ØKONOMI

Per aksje

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Per aksje-data
Gjeldende aksje antall2.23B
EPS (TTM)8.79
FCF per aksje (TTM)7.21

Resultatregnskap

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Resultatregnskap-data
Inntekter (TTM)116.61B
Bruttofortjeneste (TTM)91.36B
Driftsinntekter (TTM)28.95B
Netto inntekt (TTM)23.20B
EPS (TTM)8.79
EPS (1 år fremover)12.01

Marginer

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Marginer-data
Bruttomargin (TTM)78.35%
Driftsmargin (TTM)24.82%
Fortjenestemargin (TTM)19.90%

Balanse

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Balanse-data
Kontanter14.68B
Netto fordringer13.47B
Samlede omløpsmidler59.55B
Goodwill20.31B
Immaterielle eiendeler897.00M
Eiendom, anlegg og utstyr0.00
Sum eiendeler185.73B
Leverandørgjeld4.99B
Kortsiktig/nåværende langsiktig gjeld26.59B
Sum kortsiktig gjeld27.03B
Sum gjeld60.01B
Aksjonærenes egenkapital125.71B
Netto varige driftsmidler104.51B

Kontantstrøm

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Kontantstrøm-data
Kontantstrøm fra drift (TTM)50.48B
Kapitalutgifter (TTM)31.43B
Fri kontantstrøm (TTM)19.04B
Utbetalt utbytte (TTM)0.00

Finansielle inntekter

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Finansielle inntekter-data
Egenkapitalavkastning18.45%
Avkastning på eiendeler12.49%
Avkastning på investert kapital16.93%
Kontantavkastning på investert kapital13.90%

AKSJEINFORMASJON

Aksjediagram

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Aksjekurs-data
Åpning529.28
Daglig høy531.49
Daglig lav518.89
Daglig volum13.2M
Tidenes høyeste527.34
1 år analytikerestimat219.71
Beta1.18
EPS (TTM)8.79
Utbytte per aksje2.00
Ex-div dato21 Feb 2024
Neste dato for resultatpresentasjon24 Apr 2024

Nedsidepotensial

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Nedsidepotensial-data
METAS&P500
Nåværende prisfall fra toppnotering-1.53%-0.85%
Høyeste prisfall-76.74%-56.47%
Dato for høyeste fall3 Nov 20229 Mar 2009
Gj.snittlig fall fra topp-15.27%-11.35%
Gj.snittlig tid til ny topp14 days13 days
Maks tid til ny topp595 days1805 days

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SELSKAPSOPPLYSNINGER
META (Meta Platforms Inc.) company logo
Markedsverdi
1155.73B
Markedsverdi kategori
Large-cap
Beskrivelse
Meta Platforms, Inc. (tidligere kjent som Facebook) utvikler produkter som gjør det mulig for folk å koble seg til venner og familie over hele verden gjennom mobile enheter, PC-er, VR-headset og hjemmeenheter. Selskapets produkter inkluderer Facebook, som gjør det mulig for folk å koble til, oppdage og kommunisere med hverandre på mobile enheter og personlige datamaskiner; Instagram, et fellesskap for deling av bilder, videoer og private meldinger; Messenger, en meldingsapp for folk å få kontakt med venner, familie og bedrifter; og WhatsApp, en meldingsapp. Det gir også Facebook Reality Labs et utvidet og virtual reality-produkt som hjelper folk å holde kontakten når som helst og hvor som helst. Facebook, Inc. ble grunnlagt i 2004 og har hovedkontor i Menlo Park, California.
Ansatte
86482
Investorrelasjoner
SEC-innsendelser
Adm. direktør
Mark Zuckerberg
Land
USA
By
Menlo Park
Aksjetype
Common stock
CCC-status
-
Utbyttefrekvens
Kvartalsvis
ARRANGEMENTER OG PRESENTASJONER
ArrangementerPresentasjoner
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FORSTÅ VIRKSOMHETEN
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