Meta trades at just 11.65x operating cash flow as AI mega-caps diverge nearly 2x
RihardJarc · x · 2026-11-06
Investor Rihard Jarc notes that the durable, non-cyclical businesses positioned to be long-term AI winners thanks to distribution and scale now trade at strikingly different LTM operating cash flow multiples: Meta 11.65x, Amazon 16.66x, Google 19.44x, Microsoft 20.32x. A chart shows Meta's multiple down 44.32% over five years (CAGR -9.9%). His take: during indiscriminate liquidity-driven sell-offs of quality and non-quality names alike, long-term investors should be thankful for the buying opportunity.
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