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META.NEO vs. META
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

META.NEO vs. META - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Meta Platforms Inc. CDR (META.NEO) and Meta Platforms, Inc. (META). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

META.NEO is traded in CAD, while META is traded in USD. To make them comparable, the META values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, META.NEO achieves a -3.45% return, which is significantly lower than META's 0.42% return.


META.NEO

1D
-0.29%
1M
11.90%
6M
4.92%
YTD
-3.45%
1Y
-10.72%
3Y*
27.57%
5Y*
10Y*
ALL TIME*
12.90%

META

1D
0.08%
1M
11.34%
6M
8.30%
YTD
0.42%
1Y
-7.09%
3Y*
33.10%
5Y*
15.67%
10Y*
19.17%
ALL TIME*
24.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

META.NEO vs. META - Yearly Performance Comparison


2026 (YTD)20252024202320222021
META.NEO
Meta Platforms Inc. CDR
-3.45%10.01%63.59%188.42%-64.96%1.81%
META
Meta Platforms, Inc.
0.42%7.93%80.11%187.14%-61.95%4.08%

Correlation

The correlation between META.NEO and META is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.92

Correlation (3Y)
Calculated over the trailing 3-year period

0.94

Correlation (All Time)
Calculated using the full available price history since Oct 5, 2021

0.94

The correlation between META.NEO and META has been stable across timeframes, ranging from 0.92 to 0.94 - a consistent structural relationship.

Fundamentals

Market Cap

META.NEO:

CA$2.25T

META:

$1.63T

EPS

META.NEO:

$22.76

META:

$27.47

PE Ratio

META.NEO:

1.07

META:

23.44

PS Ratio

META.NEO:

0.33

META:

7.70

PB Ratio

META.NEO:

0.32

META:

6.77

Total Revenue (TTM)

META.NEO:

$189.46B

META:

$214.96B

Gross Profit (TTM)

META.NEO:

$155.35B

META:

$176.14B

EBITDA (TTM)

META.NEO:

$102.53B

META:

$106.31B

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Return for Risk

META.NEO vs. META — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

META.NEO
META.NEO Risk / Return Rank: 3232
Overall Rank
META.NEO Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
META.NEO Sortino Ratio Rank: 3030
Sortino Ratio Rank
META.NEO Omega Ratio Rank: 3030
Omega Ratio Rank
META.NEO Calmar Ratio Rank: 3535
Calmar Ratio Rank
META.NEO Martin Ratio Rank: 3535
Martin Ratio Rank

META
META Risk / Return Rank: 3434
Overall Rank
META Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
META Sortino Ratio Rank: 3232
Sortino Ratio Rank
META Omega Ratio Rank: 3232
Omega Ratio Rank
META Calmar Ratio Rank: 3636
Calmar Ratio Rank
META Martin Ratio Rank: 3535
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

META.NEO vs. META - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Meta Platforms Inc. CDR (META.NEO) and Meta Platforms, Inc. (META). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


META.NEOMETADifference
Sharpe ratioReturn per unit of total volatility

-0.11

Sortino ratioReturn per unit of downside risk

-0.18

Omega ratioGain probability vs. loss probability

0.98

1.00

-0.02

Calmar ratioReturn relative to maximum drawdown

-0.31

-0.22

-0.10

Martin ratioReturn relative to average drawdown

-0.57

-0.41

-0.16

META.NEO vs. META - Sharpe Ratio Comparison

The current META.NEO Sharpe Ratio is -0.29, which is lower than the META Sharpe Ratio of -0.19. The chart below compares the historical Sharpe Ratios of META.NEO and META, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

META.NEO vs. META - Drawdown Comparison

The maximum META.NEO drawdown since its inception was -74.98%, roughly equal to the maximum META drawdown of -74.70%. Use the drawdown chart below to compare losses from any high point for META.NEO and META.


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Drawdown Indicators


META.NEOMETADifference

Max Drawdown

Largest peak-to-trough decline

-74.98%

-74.70%

-0.28%

Max Drawdown (1Y)

Largest decline over 1 year

-34.33%

-32.92%

-1.41%

Max Drawdown (3Y)

Largest decline over 3 years

-34.33%

-33.74%

-0.59%

Max Drawdown (5Y)

Largest decline over 5 years

-74.70%

Max Drawdown (10Y)

Largest decline over 10 years

-74.70%

Current Drawdown

Current decline from peak

-20.18%

-16.45%

-3.73%

Average Drawdown

Average peak-to-trough decline

-21.76%

-15.50%

-6.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.89%

17.26%

+1.63%

Volatility

META.NEO vs. META - Volatility Comparison

The current volatility for Meta Platforms Inc. CDR (META.NEO) is 11.08%, while Meta Platforms, Inc. (META) has a volatility of 14.51%. This indicates that META.NEO experiences smaller price fluctuations and is considered to be less risky than META based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


META.NEOMETADifference

Volatility (1M)

Calculated over the trailing 1-month period

11.08%

14.51%

-3.43%

Volatility (6M)

Calculated over the trailing 6-month period

29.14%

30.55%

-1.41%

Volatility (1Y)

Calculated over the trailing 1-year period

36.86%

38.28%

-1.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

44.82%

44.85%

-0.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

44.82%

39.48%

+5.34%

Dividends

META.NEO vs. META - Dividend Comparison

META.NEO's dividend yield for the trailing twelve months is around 0.33%, which matches META's 0.33% yield.


PositionTTM20252024
META
Meta Platforms, Inc.
0.33%0.32%0.34%
META.NEO
Meta Platforms Inc. CDR
0.33%0.32%0.34%

Financials

META.NEO vs. META - Financials Comparison

This section allows you to compare key financial metrics between Meta Platforms Inc. CDR and Meta Platforms, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


25.00B30.00B35.00B40.00B45.00B50.00B55.00B60.00BOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
51.24B
56.31B
(META.NEO) Total Revenue
(META) Total Revenue
Values in USD except per share items

META.NEO vs. META - Profitability Comparison

The chart below illustrates the profitability comparison between Meta Platforms Inc. CDR and Meta Platforms, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

74.0%76.0%78.0%80.0%82.0%October2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
82.0%
81.9%
Portfolio components
META.NEO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Meta Platforms Inc. CDR reported a gross profit of 42.04B and revenue of 51.24B. Therefore, the gross margin over that period was 82.0%.

META - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Meta Platforms, Inc. reported a gross profit of 46.09B and revenue of 56.31B. Therefore, the gross margin over that period was 81.9%.

META.NEO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Meta Platforms Inc. CDR reported an operating income of 20.54B and revenue of 51.24B, resulting in an operating margin of 40.1%.

META - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Meta Platforms, Inc. reported an operating income of 22.87B and revenue of 56.31B, resulting in an operating margin of 40.6%.

META.NEO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Meta Platforms Inc. CDR reported a net income of 2.71B and revenue of 51.24B, resulting in a net margin of 5.3%.

META - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Meta Platforms, Inc. reported a net income of 26.77B and revenue of 56.31B, resulting in a net margin of 47.5%.


Frequently Asked Questions


With a correlation of 0.92, META.NEO and META move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

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