PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions

Meta Platforms, Inc. (META)

Equity · Currency in USD · Last updated Dec 2, 2023

Meta Platforms, Inc., formerly known as Facebook, Inc. and TheFacebook, Inc., is a technology conglomerate based in Menlo Park, California that operates under the name Meta. The company is known for owning popular products and services such as Facebook, Instagram, and WhatsApp.

SummaryFinancials

Company Info

ISINUS30303M1027
SectorCommunication Services
IndustryInternet Content & Information

Highlights

Market Cap$721.49B
EPS$7.77
PE Ratio36.23
PEG Ratio2.63
Revenue (TTM)$117.35B
Gross Profit (TTM)$92.86B
EBITDA (TTM)$42.46B
Year Range$88.09 - $289.79
Target Price$283.12
Short %1.26%
Short Ratio1.31

Share Price Chart


Loading data...

Performance

The chart shows the growth of an initial investment of $10,000 in Meta Platforms, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%20.00%25.00%JulyAugustSeptemberOctoberNovemberDecember
19.15%
7.29%
META (Meta Platforms, Inc.)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with META

Meta Platforms, Inc.

Popular comparisons: META vs. MSFT, META vs. SPY, META vs. TSLA, META vs. AAPL, META vs. VOO, META vs. VGT, META vs. AMZN, META vs. INTC, META vs. ESTC, META vs. MSCI

Return

Meta Platforms, Inc. had a return of 169.92% year-to-date (YTD) and 169.69% in the last 12 months. Over the past 10 years, Meta Platforms, Inc. had an annualized return of 21.43%, outperforming the S&P 500 benchmark which had an annualized return of 9.87%.


PeriodReturnBenchmark
Year-To-Date169.92%19.67%
1 month4.16%8.42%
6 months19.15%7.29%
1 year169.69%12.71%
5 years (annualized)18.26%10.75%
10 years (annualized)21.43%9.87%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
202310.15%8.41%11.02%-7.13%1.46%0.35%8.59%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Meta Platforms, Inc. (META) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
META
Meta Platforms, Inc.
4.24
^GSPC
S&P 500
0.91

Sharpe Ratio

The current Meta Platforms, Inc. Sharpe ratio is 4.24. A Sharpe ratio of 3.0 or higher is considered excellent.


Rolling 12-month Sharpe Ratio0.001.002.003.004.005.006.00JulyAugustSeptemberOctoberNovemberDecember
4.24
0.91
META (Meta Platforms, Inc.)
Benchmark (^GSPC)

Dividend History


Meta Platforms, Inc. doesn't pay dividends

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%JulyAugustSeptemberOctoberNovemberDecember
-15.01%
-4.21%
META (Meta Platforms, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Meta Platforms, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Meta Platforms, Inc. was 76.74%, occurring on Nov 3, 2022. The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-76.74%Sep 8, 2021293Nov 3, 2022
-53.63%May 21, 201274Sep 4, 2012229Aug 5, 2013303
-42.96%Jul 26, 2018105Dec 24, 2018262Jan 9, 2020367
-34.59%Jan 30, 202032Mar 16, 202046May 20, 202078
-22.06%Mar 11, 201434Apr 28, 201461Jul 24, 201495

Volatility Chart

The current Meta Platforms, Inc. volatility is 5.70%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.70%
2.79%
META (Meta Platforms, Inc.)
Benchmark (^GSPC)

Portfolios with Meta Platforms, Inc.


Portfolio NameYTD Return10Y ReturnDiv. Yield10Y VolatilityMax. DrawdownExpense RatioSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
FAAMG Portfolio78.57%0.25%25.68%-46.78%0.00%2.51
FAANG Portfolio79.07%0.10%27.21%-48.98%0.00%2.51
FANG Plus Portfolio63.81%0.53%26.97%-48.47%0.00%2.09
FANG Portfolio87.38%0.00%29.03%-55.92%0.00%2.62