"Now to be clear, I do think that Meta's business deserves to sell for a discount to the other main hyperscalers because Amazon, Google, and Microsoft have much more diverse cash flows. Yet, Meta is trading at a significant discount, with a price to operating cash flow around 14.7. I ran a quick discounted cash flow calculation on Meta and over the next 5 years, if it grows its operating cash flows by about 12% annually while maintaining a multiple around 15, the fair value comes out to $773 per share, which is 26% above its current price. So I do think that Meta stock is looking quite interesting today."
The speaker presents a buy-oriented trade call on Meta, arguing that its current discount relative to peers and attractive operating cash flow growth potential make it a compelling investment. A DCF model suggests a 15% annual compound return, with a fair value of $773.
META Stock Is Looking Like A Buy + Why CRWV Is Crashing
Daniel Pronk
November 13, 2025
Stock Idea