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- TWMBTWMB
  ·2021-12-27
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  Meta Platforms Looks Cheap, but Rising Expenses may Cap Gains<blockquote>元平台看起来很便宜，但不断上涨的费用可能会限制收益</blockquote>
  The mega-cap tech stocks have had a great year in 2021, with the two exceptions being Meta Platforms
  Meta Platforms Looks Cheap, but Rising Expenses may Cap Gains<blockquote>元平台看起来很便宜，但不断上涨的费用可能会限制收益</blockquote>
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- TWMBTWMB
  ·2021-12-27
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Meta’s underperformance appears to have more to do with ‘bad press’ than its financial performance. The stock price has actually shown relative strength over the last few weeks, so we decided to take a look at the opportunity Meta may offer.</p><p><blockquote>大型科技股在 2021 年表现出色，只有两个例外：<b><a href=\"https://laohu8.com/S/FB\">元平台</a>，公司。</b>（纳斯达克股票代码：FB）<b>亚马逊</b>（纳斯达克代码：AMZN）。Meta 的业绩不佳似乎更多地与 “负面新闻 ”有关，而不是与财务业绩有关。在过去几周里，股价实际上表现出了相对的强势，因此我们决定看看 Meta 可能提供的机会。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f1c25d350a348145db86e0ece96a8e76\" tg-width=\"1136\" tg-height=\"411\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <h3>What's the opportunity in Meta Platforms?</h3> A question to answer is whether Meta Platforms' current trading price of US$335 reflects the actual value of the large-cap? Or is it currently undervalued, providing us with the opportunity to buy? Let’s take a look at Meta Platforms’s outlook and value based on the most recent financial data to see if there are any catalysts for a price change.</p><p><blockquote><h3>元平台的机会是什么？</h3>一个需要回答的问题是，Meta Platforms 目前 335 美元的交易价格是否反映了大盘股的实际价值？还是目前被低估，为我们提供了买入的机会？让我们根据最新的财务数据来看看 Meta Platforms 的前景和价值，看看是否有任何价格变化的催化剂。</blockquote></p><p> Our estimate of Meta’s fair value comes to about $680, which, if accurate would mean Meta is trading at a 50% discount. This would make sense when you consider that sentiment has been affected by reputational issues while the financial performance has remained strong. We can also look at the P/E ratio to get a sense of what the market expects.</p><p><blockquote>我们对 Meta 公允价值的估计约为 680 美元，如果准确的话，这意味着 Meta 的交易价格会有 50% 的折扣。当你考虑到情绪受到声誉问题的影响，而财务表现仍然强劲时，这是有道理的。我们还可以看看市盈率，以了解市场的预期。</blockquote></p><p> Meta Platforms’s price-to-earnings (PE) ratio of 22x is higher than the US market median ratio of 17x, but lower than its industry peers’ ratio of 27.16x. This suggests that the market believes the Meta will grow earnings at a slightly higher than the US market, but underperform the US interactive media industry.</p><p><blockquote>Meta Platforms 的市盈率（PE）为 22 倍，高于美国市场的中位数 17 倍，但低于行业同行的 27.16 倍。这表明市场认为 Meta 的盈利增长速度将略高于美国市场，但表现不如美国互动媒体行业。</blockquote></p><p> However, when we look at forecasts, we see that analysts expect Meta to underperform both the market and the industry on earnings growth. These growth rates are calculated by constructing a line of best fit through consensus estimates from 50 analysts.</p><p><blockquote>然而，当我们查看预测时，我们发现分析师预计 Meta 在盈利增长方面的表现将低于市场和行业。这些增长率是通过50名分析师的一致估计构建最佳拟合线计算得出的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a1ad2c70105974014ed32fee53e6597\" tg-width=\"770\" tg-height=\"292\" width=\"100%\" height=\"auto\"><span>NasdaqGS:FB Analyst Growth Forecasts December 23rd 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>纳斯达克GS:FB 分析师增长预测 2021 年 12 月 23 日</span></p></blockquote></p><p> Interestingly, analysts are also expecting Meta’s earnings growth to lag revenue growth. This implies that expenses are expected to grow faster than sales. A closer look at the range of analyst forecasts shows that a few estimates for 2022 are weighing on the average. If these analysts are correct, the stock may not be as cheap as it appears.</p><p><blockquote>有趣的是，分析师还预计 Meta 的盈利增长将落后于收入增长。这意味着费用预计将比销售额增长更快。仔细观察分析师的预测范围会发现，对 2022 年的一些预测对平均值造成了压力。如果这些分析师是正确的，那么该股可能并不像看起来那么便宜。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3cd06bc34c5eddeb2031264c559e5ab9\" tg-width=\"781\" tg-height=\"445\" width=\"100%\" height=\"auto\"><span>NasdaqGS:FB Earnings per Share Growth Forecasts December 23rd 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>纳斯达克GS:FB 每股收益增长预测 2021 年 12 月 23 日</span></p></blockquote></p><p> <h3>What does the future of Meta Platforms look like?</h3> Meta’s revenue growth seems to be quite stable and there doesn’t seem to be any reason that it would change much in the next year or two - so expenses are the key to earnings growth. Meta has already indicated that it will be ramping up investment in its metaverse initiatives, so that accounts for at least some of the increase.</p><p><blockquote><h3>元平台的未来是什么样子的？</h3>Meta 的收入增长似乎相当稳定，而且在未来一两年内似乎没有任何理由会发生太大变化--因此费用是盈利增长的关键。Meta 已经表示将加大对其元宇宙计划的投资，因此这至少是部分增长的原因。</blockquote></p><p> Besides potential antitrust lawsuits, Meta is also facing other lawsuits for up to $150 billion. There’s no indication of how much merit these lawsuits have, and if they do they are likely to take a very long time to play out. Nevertheless some analysts may be making some allowances for legal expenses.</p><p><blockquote>除了潜在的反垄断诉讼外，Meta 还面临高达 1500 亿美元的其他诉讼。目前还没有迹象表明这些诉讼有多少价值，即使有，也可能需要很长时间才能结案。尽管如此，一些分析师可能会为法律费用做一些准备。</blockquote></p><p> The bottom line is that Meta does appear to be trading at a reasonable price, but if earnings don’t come in at the higher end of the range, sentiment could remain subdued in 2022.</p><p><blockquote>底线是，Meta 的交易价格似乎确实合理，但如果盈利不在区间的高端，2022 年的市场情绪可能会继续低迷。</blockquote></p><p> If you are interested in understanding the company at a deeper level, take a look at our full analysis which includes some of the other factors to consider.</p><p><blockquote>如果您有兴趣从更深层次了解该公司，请查看我们的完整分析，其中包括一些需要考虑的其他因素。</blockquote></p><p> If you are no longer interested in Meta Platforms, you can use our free platform to see our list of over 50 other stocks with a high growth potential.</p><p><blockquote>如果您对元平台不再感兴趣，您可以使用我们的免费平台查看我们列出的 50 多只其他具有高增长潜力的股票。</blockquote></p><p></p>","source":"lsy1616055508394","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms Looks Cheap, but Rising Expenses may Cap Gains<blockquote>元平台看起来很便宜，但不断上涨的费用可能会限制收益</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Platforms Looks Cheap, but Rising Expenses may Cap Gains<blockquote>元平台看起来很便宜，但不断上涨的费用可能会限制收益</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Simply Wall St.</strong><span class=\"h-time small\">2021-12-27 15:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The mega-cap tech stocks have had a great year in 2021, with the two exceptions being <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>, Inc.</b> ( NASDAQ:FB ).and <b>Amazon</b> ( NASDAQ:AMZN ). Meta’s underperformance appears to have more to do with ‘bad press’ than its financial performance. The stock price has actually shown relative strength over the last few weeks, so we decided to take a look at the opportunity Meta may offer.</p><p><blockquote>大型科技股在 2021 年表现出色，只有两个例外：<b><a href=\"https://laohu8.com/S/FB\">元平台</a>，公司。</b>（纳斯达克股票代码：FB）<b>亚马逊</b>（纳斯达克代码：AMZN）。Meta 的业绩不佳似乎更多地与 “负面新闻 ”有关，而不是与财务业绩有关。在过去几周里，股价实际上表现出了相对的强势，因此我们决定看看 Meta 可能提供的机会。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f1c25d350a348145db86e0ece96a8e76\" tg-width=\"1136\" tg-height=\"411\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <h3>What's the opportunity in Meta Platforms?</h3> A question to answer is whether Meta Platforms' current trading price of US$335 reflects the actual value of the large-cap? Or is it currently undervalued, providing us with the opportunity to buy? Let’s take a look at Meta Platforms’s outlook and value based on the most recent financial data to see if there are any catalysts for a price change.</p><p><blockquote><h3>元平台的机会是什么？</h3>一个需要回答的问题是，Meta Platforms 目前 335 美元的交易价格是否反映了大盘股的实际价值？还是目前被低估，为我们提供了买入的机会？让我们根据最新的财务数据来看看 Meta Platforms 的前景和价值，看看是否有任何价格变化的催化剂。</blockquote></p><p> Our estimate of Meta’s fair value comes to about $680, which, if accurate would mean Meta is trading at a 50% discount. This would make sense when you consider that sentiment has been affected by reputational issues while the financial performance has remained strong. We can also look at the P/E ratio to get a sense of what the market expects.</p><p><blockquote>我们对 Meta 公允价值的估计约为 680 美元，如果准确的话，这意味着 Meta 的交易价格会有 50% 的折扣。当你考虑到情绪受到声誉问题的影响，而财务表现仍然强劲时，这是有道理的。我们还可以看看市盈率，以了解市场的预期。</blockquote></p><p> Meta Platforms’s price-to-earnings (PE) ratio of 22x is higher than the US market median ratio of 17x, but lower than its industry peers’ ratio of 27.16x. This suggests that the market believes the Meta will grow earnings at a slightly higher than the US market, but underperform the US interactive media industry.</p><p><blockquote>Meta Platforms 的市盈率（PE）为 22 倍，高于美国市场的中位数 17 倍，但低于行业同行的 27.16 倍。这表明市场认为 Meta 的盈利增长速度将略高于美国市场，但表现不如美国互动媒体行业。</blockquote></p><p> However, when we look at forecasts, we see that analysts expect Meta to underperform both the market and the industry on earnings growth. These growth rates are calculated by constructing a line of best fit through consensus estimates from 50 analysts.</p><p><blockquote>然而，当我们查看预测时，我们发现分析师预计 Meta 在盈利增长方面的表现将低于市场和行业。这些增长率是通过50名分析师的一致估计构建最佳拟合线计算得出的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a1ad2c70105974014ed32fee53e6597\" tg-width=\"770\" tg-height=\"292\" width=\"100%\" height=\"auto\"><span>NasdaqGS:FB Analyst Growth Forecasts December 23rd 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>纳斯达克GS:FB 分析师增长预测 2021 年 12 月 23 日</span></p></blockquote></p><p> Interestingly, analysts are also expecting Meta’s earnings growth to lag revenue growth. This implies that expenses are expected to grow faster than sales. A closer look at the range of analyst forecasts shows that a few estimates for 2022 are weighing on the average. If these analysts are correct, the stock may not be as cheap as it appears.</p><p><blockquote>有趣的是，分析师还预计 Meta 的盈利增长将落后于收入增长。这意味着费用预计将比销售额增长更快。仔细观察分析师的预测范围会发现，对 2022 年的一些预测对平均值造成了压力。如果这些分析师是正确的，那么该股可能并不像看起来那么便宜。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3cd06bc34c5eddeb2031264c559e5ab9\" tg-width=\"781\" tg-height=\"445\" width=\"100%\" height=\"auto\"><span>NasdaqGS:FB Earnings per Share Growth Forecasts December 23rd 2021</span></p><p><blockquote><p class=\"t-img-caption\"><span>纳斯达克GS:FB 每股收益增长预测 2021 年 12 月 23 日</span></p></blockquote></p><p> <h3>What does the future of Meta Platforms look like?</h3> Meta’s revenue growth seems to be quite stable and there doesn’t seem to be any reason that it would change much in the next year or two - so expenses are the key to earnings growth. Meta has already indicated that it will be ramping up investment in its metaverse initiatives, so that accounts for at least some of the increase.</p><p><blockquote><h3>元平台的未来是什么样子的？</h3>Meta 的收入增长似乎相当稳定，而且在未来一两年内似乎没有任何理由会发生太大变化--因此费用是盈利增长的关键。Meta 已经表示将加大对其元宇宙计划的投资，因此这至少是部分增长的原因。</blockquote></p><p> Besides potential antitrust lawsuits, Meta is also facing other lawsuits for up to $150 billion. There’s no indication of how much merit these lawsuits have, and if they do they are likely to take a very long time to play out. Nevertheless some analysts may be making some allowances for legal expenses.</p><p><blockquote>除了潜在的反垄断诉讼外，Meta 还面临高达 1500 亿美元的其他诉讼。目前还没有迹象表明这些诉讼有多少价值，即使有，也可能需要很长时间才能结案。尽管如此，一些分析师可能会为法律费用做一些准备。</blockquote></p><p> The bottom line is that Meta does appear to be trading at a reasonable price, but if earnings don’t come in at the higher end of the range, sentiment could remain subdued in 2022.</p><p><blockquote>底线是，Meta 的交易价格似乎确实合理，但如果盈利不在区间的高端，2022 年的市场情绪可能会继续低迷。</blockquote></p><p> If you are interested in understanding the company at a deeper level, take a look at our full analysis which includes some of the other factors to consider.</p><p><blockquote>如果您有兴趣从更深层次了解该公司，请查看我们的完整分析，其中包括一些需要考虑的其他因素。</blockquote></p><p> If you are no longer interested in Meta Platforms, you can use our free platform to see our list of over 50 other stocks with a high growth potential.</p><p><blockquote>如果您对元平台不再感兴趣，您可以使用我们的免费平台查看我们列出的 50 多只其他具有高增长潜力的股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://simplywall.st/stocks/us/media/nasdaq-fb/meta-platforms/news/meta-platforms-inc-nasdaqfb-looks-cheap-but-rising-expenses\">Simply Wall St.</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4167":"医疗保健技术","FWRG":"First Watch Restaurant Group, Inc.","CRCT":"Cricut, Inc.","BK4209":"餐馆","BK4191":"家用电器","BK4183":"个人用品","BK4550":"红杉资本持仓","OLPX":"Olaplex Holdings, Inc.","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","BK4007":"制药","FB":"ProShares S&P 500 Dynamic Buffer ETF","BK4551":"寇图资本持仓","BK4525":"远程办公概念","BK4539":"次新股","BK4524":"宅经济概念","BK4508":"社交媒体","BK4554":"元宇宙及AR概念","HCTI":"Healthcare Triangle, Inc.","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓","BK4077":"互动媒体与服务","BK4534":"瑞士信贷持仓","BK4503":"景林资产持仓"},"source_url":"https://simplywall.st/stocks/us/media/nasdaq-fb/meta-platforms/news/meta-platforms-inc-nasdaqfb-looks-cheap-but-rising-expenses","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193140677","content_text":"The mega-cap tech stocks have had a great year in 2021, with the two exceptions being Meta Platforms, Inc. ( NASDAQ:FB ).and Amazon ( NASDAQ:AMZN ). Meta’s underperformance appears to have more to do with ‘bad press’ than its financial performance. The stock price has actually shown relative strength over the last few weeks, so we decided to take a look at the opportunity Meta may offer.\n\nWhat's the opportunity in Meta Platforms?\nA question to answer is whether Meta Platforms' current trading price of US$335 reflects the actual value of the large-cap? Or is it currently undervalued, providing us with the opportunity to buy? Let’s take a look at Meta Platforms’s outlook and value based on the most recent financial data to see if there are any catalysts for a price change.\nOur estimate of Meta’s fair value comes to about $680, which, if accurate would mean Meta is trading at a 50% discount. This would make sense when you consider that sentiment has been affected by reputational issues while the financial performance has remained strong. We can also look at the P/E ratio to get a sense of what the market expects.\nMeta Platforms’s price-to-earnings (PE) ratio of 22x is higher than the US market median ratio of 17x, but lower than its industry peers’ ratio of 27.16x. This suggests that the market believes the Meta will grow earnings at a slightly higher than the US market, but underperform the US interactive media industry.\nHowever, when we look at forecasts, we see that analysts expect Meta to underperform both the market and the industry on earnings growth. These growth rates are calculated by constructing a line of best fit through consensus estimates from 50 analysts.\nNasdaqGS:FB Analyst Growth Forecasts December 23rd 2021\nInterestingly, analysts are also expecting Meta’s earnings growth to lag revenue growth. This implies that expenses are expected to grow faster than sales. A closer look at the range of analyst forecasts shows that a few estimates for 2022 are weighing on the average. If these analysts are correct, the stock may not be as cheap as it appears.\nNasdaqGS:FB Earnings per Share Growth Forecasts December 23rd 2021\nWhat does the future of Meta Platforms look like?\nMeta’s revenue growth seems to be quite stable and there doesn’t seem to be any reason that it would change much in the next year or two - so expenses are the key to earnings growth. Meta has already indicated that it will be ramping up investment in its metaverse initiatives, so that accounts for at least some of the increase.\nBesides potential antitrust lawsuits, Meta is also facing other lawsuits for up to $150 billion. There’s no indication of how much merit these lawsuits have, and if they do they are likely to take a very long time to play out. Nevertheless some analysts may be making some allowances for legal expenses.\nThe bottom line is that Meta does appear to be trading at a reasonable price, but if earnings don’t come in at the higher end of the range, sentiment could remain subdued in 2022.\nIf you are interested in understanding the company at a deeper level, take a look at our full analysis which includes some of the other factors to consider.\nIf you are no longer interested in Meta Platforms, you can use our free platform to see our list of over 50 other stocks with a high growth potential.","news_type":1,"symbols_score_info":{"HCTI":0.9,"FB":0.9,"TERN":0.9,"CRCT":0.9,"OLPX":0.9,"ALVU":0.9,"FWRG":0.9}},"isVote":1,"tweetType":1,"viewCount":1881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696928756,"gmtCreate":1640604815378,"gmtModify":1640604815515,"author":{"id":"4087973254069390","authorId":"4087973254069390","name":"TWMB","avatar":"https://static.tigerbbs.com/3e835dad0396a9fdba01c7ae3e42eaf3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087973254069390","authorIdStr":"4087973254069390"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696928756","repostId":"2194177697","repostType":4,"isVote":1,"tweetType":1,"viewCount":1659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}