Meta's Monetization Growth Outpaces Concerns at eBay and Revolve
StockStory highlights Meta's user revenue growth and margins, while pointing to slower customer and sales growth at eBay and Revolve.
Key takeaways
- Meta's average revenue per user grew 24.4% annually, according to StockStory.
- Meta recorded a two-year average EBITDA margin of 60.5%.
- StockStory cited buyer growth and margin declines as concerns for eBay.
- Revolve's revenue grew 6.6% annually over the past three years.
StockStory named Meta its standout among three consumer internet stocks, citing user monetization and profit margins. The publisher was more cautious on eBay and Revolve, pointing to slower growth measures at both retailers.
Meta's average revenue per user rose 24.4% annually, StockStory said. It also cited a two-year EBITDA margin of 60.5% and said share buybacks helped earnings per share grow faster than revenue over the past three years.
For eBay, StockStory pointed to annual active-buyer growth of 1.3% over two years and forecast sales growth of 8% for the next year. It also said the company's EBITDA margin fell by 1.9 percentage points over the past few years.
StockStory said Revolve's revenue grew 6.6% annually over three years, below its standards for the sector. The publisher also flagged average active-customer growth of 6.5% and what it described as excessive marketing spending.
The consumer internet sector returned 8% over the past six months, compared with a 15.9% gain for the S&P 500, according to the article.
This article was produced with the help of AI technology. Source: Yahoo Finance
