- Year to date, Google's stock price has declined 35% while Meta lost almost about twice as much, 66%.
- The ad business accounted for 98.3% of Meta's revenues in the third-quarter while 78.9% revenue share for Google.
- Google generated $62.5B in free cash flow in the last twelve months compared to Meta's $25.7B.
- Google is expected to generate $309.7B in revenues next year while Meta is expected to see a total top line of $122.7B, implying growth rates of 9% and 6%.
- Google is expected to see an EPS drop of only 15% in FY 2022 compared to Meta's 34% EPS decline in FY 2022.
- Meta's average revenue per user in North America (the firm's most important advertising market) declined 19% since the end of FY 2021 to $49.13 in Q3'22
- Google's Cloud segment generated 37.6% year over year top line growth in Q3'22. On the other hand, Meta's revenues declined 4.5% in Q3'22
Google wins regarding revenue growth prospects, FCF stability, FCF margins, stock buyback potential and risk.
I am long both. How about you?
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