Meta Platforms Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Meta Platforms Inc (META) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Meta Platforms Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 228,248M vs 1,411,875M combined for tracked competitors (13.9% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+6.6% annualized vs trailing 12 months), vs accelerating (+2.7%) for its tracked peer group.
- Growth: Meta Platforms Inc generated 28.0% revenue growth year over year in Q2 2026, vs 18.4% for its tracked competitors combined.
- Profitability: Its 26.1% net margin compares with 50.3% for the peer group.
- Scale: Meta Platforms Inc ranks #1 of 92 companies by market capitalization in the Internet Services & Social Media industry, holding 78.6% of industry market cap.
- Peer revenue share: Meta Platforms Inc accounted for 14.4% of combined revenue among its tracked peer group, up from 13.4% a year earlier.
- Peer differentiation: Revenue per employee of $2.89M compares with $1.86M for the peer group (1.6x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
META Sales vs. its Competitors, Q2 2026
Meta Platforms Inc reported revenue growth of 27.96 % year on year in Q2 2026, above its competitors' combined revenue growth of 18.42 %.
With a net margin of 26.07 %, Meta Platforms Inc reported lower profitability than its competitors (50.31 %).
Meta Platforms Inc generated 14.37 % of the combined sales of its peer group, up from 13.44 % a year earlier.
Meta Platforms Inc vs. its Competitors, Q2 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Meta Platforms Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Meta Platforms Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (63) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (1) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (4) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Meta Platforms Inc's competitor groups requires a Commercial License.
For context: the Internet Services & Social Media industry grew revenue 20.1% year over year, combined, vs 28.0% for Meta Platforms Inc. Meta Platforms Inc's share of combined industry revenue moved from 17.70% to 18.85%, a gain of 1.16 percentage points.
Meta Platforms Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Meta Platforms Inc | Yes | Yes | Yes | Yes |
| Competitors combined (49) | ||||
| High-Confidence Competitors (89) | ||||
| Similar-Size Competitors (5) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 12.50 % (1 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
META Stock Performance relative to its Competitors
META Stock Performance relative to High-Confidence Competitors
META Stock Performance relative to Similar-Size Competitors
META Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Ringcentral Inc | 282.9% | Outperformed |
| 2 | Nebius Group n v | 282.9% | Outperformed |
| 3 | Pubmatic Inc | 282.9% | Outperformed |
| 4 | Digital Turbine Inc | 282.9% | Outperformed |
| 5 | Datchat Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Meta Platforms Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Meta Platforms Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Meta Platforms Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Meta Platforms Inc | 1,836,280.92 | 228,248.00 |
| Apple Inc | 4,979,446.36 | 466,823.00 |
| Alphabet Inc | 4,174,720.44 | 445,866.00 |
| Microsoft Corporation | 3,795,216.66 | 331,839.00 |
| Taboola com Ltd | 990,735.88 | 1,960.73 |
| Walt Disney Co | 184,235.10 | 98,861.00 |
| SUBTOTAL | 16,328,740.80 | 1,646,557.13 |
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Sources: Meta Platforms Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Meta Platforms Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Meta Platforms Inc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Criteo S a | Named by the company | 85% |
| The New York Times Company | Named by the company | 85% |
| Eva Live Inc | Named by the company | 85% |
| Agba Acquisition Ltd | Named by the company | 85% |
| Waste Energy Corp | Named by the company | 85% |
| Iac Inc | Named by the company | 85% |
| Appsoft Technologies Inc | Named by the company | 85% |
| Snap Inc | Named by the company | 85% |
| Tegna Inc | Named by the company | 85% |
| Kopin Corporation | Named by the company | 85% |
| Cars com Inc | Named by the company | 85% |
| Urban One Inc | Named by the company | 85% |
| Liveone Inc | Named by the company | 85% |
| Cuentas Inc | Named by the company | 85% |
| Vroom Inc | Named by the company | 85% |
| Nebius Group n v | Named by the company | 85% |
| Direct Digital Holdings Inc | Named by the company | 85% |
| Liberty Media Corporation | Named by the company | 85% |
| YNDX | Named by the company | 85% |
| Opera Ltd | Named by the company | 85% |
| Global Interactive Technologies Inc | Named by the company | 85% |
| Adobe Inc | Named by the company | 85% |
| Quantum X Labs Inc | Named by the company | 85% |
| Grom Social Enterprises Inc | Named by the company | 85% |
| Digital Turbine Inc | Named by the company | 85% |
| Sirius Xm Holdings Inc | Named by the company | 85% |
| Brag House Holdings, Inc. | Named by the company | 85% |
| Izea Worldwide Inc | Named by the company | 85% |
| Booking Holdings Inc | Named by the company | 85% |
| Twitter Inc. | Named by the company | 85% |
| Liveperson Inc | Named by the company | 85% |
| Csg Systems International Inc | Named by the company | 85% |
| Vimeo Inc | Named by the company | 85% |
| Microsoft Corporation | Named by the company | 85% |
| Trump Media and Technology Group Corp | Named by the company | 85% |
| Eventbrite Inc | Named by the company | 85% |
| Webtoon Entertainment Inc | Named by the company | 85% |
| OB | Named by the company | 85% |
| The Glimpse Group Inc | Named by the company | 85% |
| Zoom Communications Inc | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Meta Platforms Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Meta Platforms Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Meta Platforms Inc | Family of Apps 99.29 % |
| Apple Inc | Americas 41.84 % |
| Alphabet Inc | Google Services 85.60 % |
| Microsoft Corporation | Productivity and Business Processes 42.19 % |
| Applovin Corporation | Reportable 100.00 % |
| Iac Inc | People Inc. 91.21 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Meta Platforms Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Meta Platforms Inc | 1,836,281 | 2,894,161 | 863,476 |
| Apple Inc | 4,979,446 | 2,812,187 | 776,687 |
| Alphabet Inc | 4,174,720 | 9,645,768 | 5,283,078 |
| Microsoft Corporation | 3,795,217 | 1,488,067 | 599,771 |
| Taboola com Ltd | 990,736 | 980,366 | 59,381 |
| Walt Disney Co | 184,235 | 427,970 | 39,983 |
| PEERS TOTAL | 14,492,460 | 1,860,937 | 687,538 |
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Meta Platforms Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Meta Platforms Inc | US & Canada 37.77 % |
| Alphabet Inc | United States 47.77 % |
| Microsoft Corporation | US 51.47 % |
| Applovin Corporation | Non-US 50.76 % |
| Ebay Inc | United States 56.10 % |
| Zoom Communications Inc | Americas 72.14 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
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Meta Platforms Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 75 companies in Meta Platforms Inc's industry classification, broader than the peer set above. Market cap in millions of $.Meta Platforms Inc ranks #1 of 75 companies by market capitalization in its industry, holding 78.61 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 6,223, indicating a highly concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Meta Platforms Inc | 1,858,015 | 78.61 % |
| 2 | Applovin Corporation | 104,741 | 4.43 % |
| 3 | Nebius Group n v | 60,012 | 2.54 % |
| 4 | Gds Holdings Limited | 52,815 | 2.23 % |
| 5 | Rentokil Initial Plc | 1,234 | 5.2% |
| 6 | Thomson Reuters Corporation | 1,234 | 5.2% |
| 7 | Zoom Communications Inc | 1,234 | 5.2% |
| 8 | Digitalocean Holdings Inc | 1,234 | 5.2% |
| 9 | Flutter Entertainment Plc | 1,234 | 5.2% |
| 10 | Gartner Inc | 1,234 | 5.2% |
Market cap and industry share for the rest of Meta Platforms Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Meta Platforms Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 1 | Meta Platforms Inc | 1,858,015 | -3.31 % |
| 2 | Applovin Corporation | 104,741 | -51.43 % |
| 3 | Nebius Group n v | 1,234 | 12.3% |
| 4 | Gds Holdings Limited | 1,234 | 12.3% |
| 5 | Rentokil Initial Plc | 1,234 | 12.3% |
| 6 | Thomson Reuters Corporation | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Meta Platforms Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Meta Platforms Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Internet Services & Social Media industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (112 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 81.75 % | 53.20 % (avg) | +28.6 pp |
| Operating Margin | 38.08 % | industry median | +41.8 pp |
| EBITDA Margin | 48.30 % | 8.63 % (avg) | +39.7 pp |
| Capital Intensity (Capex / Revenue) | 39.14 % | 6.24 % (avg) | +32.9 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Meta Platforms Inc's Valuation vs Competitive Position
Valuation multiples vs the Internet Services & Social Media industry average (112 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 22.8x | 40.0x | -17.2x |
| EV / EBITDA | 13.9x | 20.6x | -6.7x |
| P/B | 6.8x | 4.5x | +2.2x |
| Return on Equity | 29.73 % | industry aggregate | -12.30 % |
| Return on Invested Capital | 15.57 % | 0.06 % (avg) | 15.51 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Meta Platforms Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 37.35 % | 26.61 % | 21.60 % | 37.18 % | -1.12 % | 15.69 % | 21.94 % | 22.17 % |
| Operating Margin | 44.62 % | 33.93 % | 38.01 % | 39.65 % | 24.82 % | 34.66 % | 42.18 % | 41.44 % |
| Return on Invested Capital | 14.91 % | 11.94 % | 13.17 % | 16.50 % | 10.48 % | 14.68 % | 18.29 % | 17.66 % |
| P/E | 18.7x | 31.9x | - | 1.1x | 14.0x | 23.3x | 25.3x | 27.4x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Meta Platforms Inc's Strategic Group Map
Every company in Meta Platforms Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Meta Platforms Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Meta Platforms Inc's BCG Growth-Share Matrix
Relative market share (vs Meta Platforms Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Meta Platforms Inc falls in the Cash Cow quadrant: relative market share of 17.74x vs its largest competitor, in an industry growing revenue 8.1% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Meta Platforms Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 6,223 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 39.14 % vs industry average 6.24 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Meta Platforms Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Meta Platforms Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Meta Platforms Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Meta Platforms Inc falls in the Medium attractiveness / High strength cell: Invest / Grow.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Meta Platforms Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Market leader by capitalization in its industry (#1 of 75, 78.61 % share).
- Operating margin 41.8 points above the industry median.
- Latest-quarter revenue run-rate is accelerating (+6.6% annualized vs trailing 12 months).
Weaknesses
- Return on equity 12.3 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- Trades at a lower P/E than the industry average (22.8x vs 40.0x) despite a higher return on invested capital -- a possible re-rating opportunity.
- A meaningful share of tracked competitors (35.70 %) show financial-distress signals, a possible opening to gain share.
Threats
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Meta Platforms Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Meta Platforms Inc | 0.47 | 2.29 | 0.25 |
| Apple Inc | 0.26 | 0.96 | 0.99 |
| Alphabet Inc | 0.55 | 2.13 | 0.13 |
| Microsoft Corporation | 0.13 | 1.31 | 0.11 |
| Taboola com Ltd | 0.27 | 1.09 | 0.09 |
| Walt Disney Co | 0.16 | 0.70 | 0.38 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Meta Platforms Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Meta Platforms Inc | Q2 2026 | +28.0 % | -13.6 % |
| Apple Inc | Q2 2026 | +16.4 % | +27.1 % |
| Alphabet Inc | Q2 2026 | +24.2 % | +297.9 % |
| Microsoft Corporation | Q2 2026 | +17.7 % | +31.3 % |
| Taboola com Ltd | Q2 2026 | +2.4 % | - |
| Walt Disney Co | Q2 2026 | +6.8 % | -52.1 % |
| PEERS TOTAL | +19.7 % | +91.5 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Meta Platforms Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Meta Platforms Inc | Q2 2026 | +33.4 % | +82.1 % |
| Apple Inc | Q2 2026 | +8.6 % | -29.1 % |
| Alphabet Inc | Q2 2026 | +17.7 % | +100.1 % |
| Microsoft Corporation | Q2 2026 | +22.9 % | +109.6 % |
| Taboola com Ltd | Q2 2026 | +2.3 % | +5.3 % |
| Walt Disney Co | Q2 2026 | - | +0.8 % |
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Meta Platforms Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Meta Platforms Inc | 17.98% | 20.69% | 29.73% |
| Apple Inc | 35.02% | 60.14% | 142.67% |
| Alphabet Inc | 35.42% | 42.01% | 50.84% |
| Microsoft Corporation | 19.76% | 22.48% | 34.22% |
| Taboola com Ltd | 7.61% | 10.84% | 12.80% |
| Walt Disney Co | 4.59% | 5.45% | 8.01% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Meta Platforms Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Meta Platforms Inc | 26.98 | 8.05 |
| Apple Inc | 38.90 | 10.67 |
| Alphabet Inc | 17.03 | 9.36 |
| Microsoft Corporation | 28.37 | 11.44 |
| Taboola com Ltd | 8.29 | 505.29 |
| Walt Disney Co | 21.79 | 1.86 |
| PEERS AVERAGE | 27.58 | 9.92 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.