Nov. 20 at 6:32 PM
$META this is trading at 19x Forward PE
compare to
$MSFT at 29,
$GOOGL and
$AMZN at 28.
Folks need to know that
$META
is growing materially faster than the other mega-caps.
Its latest revenue growth is ~26%, outpacing Google (~16%), Microsoft (~15%), and Amazon (~11–12%).
Despite huge AI-infrastructure spending which is a must for meta to thrive as the leader, Meta still produces over
$50B in annual free cash flow with strong margins.
Microsoft and Google generate slightly higher FCF but at lower growth rates, and Amazon’s FCF is compressed by heavy capex.
Because Meta delivers the fastest growth and still throws off substantial cash, its forward P/E around 19 appears discounted versus Microsoft (~29), Amazon (~28), and Google (~28). The valuation gap mainly reflects regulatory risk and Meta’s aggressive spending and market noise ..
