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META vs PLAY

META
Meta Platforms, Inc.
BULLISH
Price
$612.42
Market Cap
$1.55T
Sector
Communication Services
AI Confidence
85%
PLAY
Dave & Buster's Entertainment, Inc.
BEARISH
Price
$14.24
Market Cap
$494.7M
Sector
Communication Services
AI Confidence
95%

Valuation

P/E Ratio
META
26.04
PLAY
--
Forward P/E
META
17.03
PLAY
150.72
P/B Ratio
META
7.13
PLAY
5.43
P/S Ratio
META
7.71
PLAY
0.24
EV/EBITDA
META
15.24
PLAY
10.03

Profitability

Gross Margin
META
82.0%
PLAY
39.82%
Operating Margin
META
41.32%
PLAY
3.08%
Profit Margin
META
30.08%
PLAY
-2.32%
ROE
META
30.24%
PLAY
-41.1%
ROA
META
16.21%
PLAY
1.9%

Growth

Revenue Growth
META
23.8%
PLAY
-0.9%
Earnings Growth
META
10.7%
PLAY
--

Financial Health

Debt/Equity
META
0.39
PLAY
39.09
Current Ratio
META
2.6
PLAY
0.29
Quick Ratio
META
2.42
PLAY
0.16

Dividends

Dividend Yield
META
0.34%
PLAY
--
Payout Ratio
META
8.94%
PLAY
0.0%

AI Verdict

META BULLISH

META exhibits exceptional fundamental health with a Piotroski F-Score of 8/9, indicating strong financial strength across profitability, leverage, and operating efficiency. While the current price of $612.42 trades at a premium to the Graham Number ($213.17) and the growth-based Intrinsic Value ($542.14), the PEG ratio of 0.94 suggests the stock is undervalued relative to its high growth rate. Strong revenue growth (23.8%) and a low forward P/E (17.03) outweigh the bearish technical trend and insider selling. The company's dominant market position and consistent earnings beats support a bullish long-term outlook.

Strengths
Strong financial health evidenced by a Piotroski F-Score of 8/9
Exceptional profitability with 82% gross margins and 41.31% operating margins
Robust revenue growth of 23.8% YoY, outperforming sector averages
Risks
Bearish insider sentiment with 14 sell transactions and zero buys in the last 6 months
Negative short-term technical trend (0/100) and recent 6-month price decline of 19.2%
High Price-to-Book ratio (7.13) indicating a significant premium over book value
PLAY BEARISH

The company exhibits severe financial distress, highlighted by a weak Piotroski F-Score of 2/9 and a critical liquidity crisis with a Current Ratio of 0.29. Extreme leverage is evident in the Debt/Equity ratio of 39.09, which, combined with negative ROE (-41.10%) and negative profit margins, suggests a high risk of insolvency. Despite a 'Buy' analyst recommendation and a low Price/Sales ratio, the fundamental data shows consistent earnings misses (0/4 beats in the last year) and a crashing YoY EPS growth of -150.7%.

Strengths
Low Price/Sales ratio (0.24) suggests the stock is cheap relative to revenue
Gross Margin remains healthy at 39.82%
Analyst target price ($18.88) provides a theoretical upside of ~32%
Risks
Severe liquidity risk with a Current Ratio of 0.29 and Quick Ratio of 0.16
Extreme financial leverage with a Debt/Equity ratio of 39.09
Consistent failure to meet earnings estimates (Average surprise -83.83% over last 4 quarters)

Compare Another Pair

META vs PLAY: Head-to-Head Comparison

This page compares Meta Platforms, Inc. (META) and Dave & Buster's Entertainment, Inc. (PLAY) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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