Brookfield Business Partners LP (BBU)vsMeta Platforms Inc. (META)
BBU
Brookfield Business Partners LP
$32.62
+6.60%
INDUSTRIALS · Cap: $2.71B
META
Meta Platforms Inc.
$594.89
-7.96%
COMMUNICATION SERVICES · Cap: $1.50T
Smart Verdict
WallStSmart Research — data-driven comparison
Meta Platforms Inc. generates 632% more annual revenue ($200.97B vs $27.46B). META leads profitability with a 30.1% profit margin vs -0.1%. META earns a higher WallStSmart Score of 77/100 (B+).
BBU
Buy52
out of 100
Grade: C-
META
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BBU.
Margin of Safety
+2.8%
Fair Value
$563.56
Current Price
$594.89
$31.33 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 80.0% YoY
Reasonable price relative to book value
Mega-cap, among the largest globally
Every $100 of equity generates 30 in profit
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 41.3%
Generating 14.8B in free cash flow
Growing faster than its price suggests
Areas to Watch
ROE of 2.4% — below average capital efficiency
Weak financial health signals
Revenue declined 4.5%
Currently unprofitable
Moderate valuation
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BBU
The strongest argument for BBU centers on EPS Growth, Price/Book.
Bull Case : META
The strongest argument for META centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 30.1% and operating margin at 41.3%. Revenue growth of 23.8% demonstrates continued momentum.
Bear Case : BBU
The primary concerns for BBU are Return on Equity, Piotroski F-Score, Revenue Growth. Debt-to-equity of 19.07 is elevated, increasing financial risk.
Bear Case : META
The primary concerns for META are P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
BBU profiles as a turnaround stock while META is a growth play — different risk/reward profiles.
BBU carries more volatility with a beta of 1.32 — expect wider price swings.
META is growing revenue faster at 23.8% — sustainability is the question.
META generates stronger free cash flow (14.8B), providing more financial flexibility.
Bottom Line
META scores higher overall (77/100 vs 52/100), backed by strong 30.1% margins and 23.8% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Brookfield Business Partners LP
INDUSTRIALS · CONGLOMERATES · USA
Brookfield Business Partners LP (BBU) is a leading global alternative asset manager that focuses on acquiring, operating, and enhancing a diversified portfolio of high-quality, cash-generating businesses. Capitalizing on the robust resources and expertise of its parent company, Brookfield Asset Management, BBU strategically invests in sectors such as industrials, utilities, and consumer products, employing a disciplined approach to operational improvements. With an emphasis on delivering sustainable cash distributions and capital appreciation, BBU is well-equipped to capitalize on growth opportunities, positioning itself to generate superior returns for its investors over the long term.
Visit Website →Meta Platforms Inc.
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Meta Platforms, Inc. develops products that enable people to connect and share with friends and family through mobile devices, PCs, virtual reality headsets, wearables and home devices around the world. The company is headquartered in Menlo Park, California.
Visit Website →Compare with Other CONGLOMERATES Stocks
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