Side by sideNVIDIA (NVDA) and Meta (META)Memos of October 16, 2026 and October 9, 2026
NVIDIA vs Meta stock: the numbers side by side (October 2026)
How do NVIDIA and Meta compare?
| NVIDIA NVDA | Meta META | |
|---|---|---|
| Revenue growth | 65.5%Jan 2026 | 22.2%Year to Dec 2025 |
| Operating margin | 60.4%Jan 2026 | 41.4%Year to Dec 2025 |
| Free cash flow | 96,676US$ millions · Jan 2026 | 46,109US$ millions · Year to Dec 2025 |
| Free cash flow yield | 1.9%Today (Oct 16, 2026) | 2.4%Today (Oct 8, 2026) |
| Dividend yield | 0.5%Today (Oct 16, 2026) | 0.3%Today (Oct 8, 2026) |
| P/E, last 12 months | 27.4xToday (Oct 16, 2026) | 27.2xToday (Oct 8, 2026) |
| P/E, next 12 months | 13.7xToday (Oct 16, 2026) | 21.2xToday (Oct 8, 2026) |
| Weighted price forecast, about 1 year | 284.31 (+32 %)October 2027 | 981.08 (+36 %)October 2027 |
| Weighted price forecast, about 3 years | 395.86 (+84 %)October 2029 | 1319.46 (+84 %)October 2029 |
Who leads on what?
| Leads | The lead is | |
|---|---|---|
| Revenue growth | NVIDIA | The higher figure |
| Operating margin | NVIDIA | The higher figure |
| Free cash flow | NVIDIA | The higher figure |
| Free cash flow yield | Meta | The higher figure |
| Dividend yield | NVIDIA | The higher figure |
| P/E, last 12 months | Meta | The lower figure |
| P/E, next 12 months | NVIDIA | The lower figure |
| Weighted price forecast, about 1 year | Meta | The higher weighted return |
| Weighted price forecast, about 3 years | — | The higher weighted return |
What does each company do?
NVIDIA sells connected computing platforms—GPUs, networking, systems and software—to cloud providers, server makers and businesses.
NVIDIA (NVDA), from our memo of October 16, 2026 · NVIDIA stock forecast
Meta Platforms sells businesses access to people through Facebook, Instagram, Messenger and WhatsApp.
Meta (META), from our memo of October 9, 2026 · Meta stock forecast