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The Facebook (Meta Platforms) Thesis Just Got Even More Complicated

publication date: Feb 2, 2022
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Image: Facebook’s free cash flow generation remains robust. Image Source: Meta Earnings Presentation Q4 2021. 

The company formerly known as Facebook, Meta Platforms is facing a long list of headwinds from moderating revenue growth, tightening margins, slowing free cash flow expansion due to rising capital spending, and tail risks of the regulatory and antitrust variety. We expect a downward revision to our fair value estimate of Meta upon the next update to factor in these dynamics, but we still believe shares are undervalued.


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