META vs UPS: Which Is the Better Buy?
Side-by-side comparison of Meta Platforms, Inc. and United Parcel Service, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-19.
Meta Platforms, Inc. · Communication Services
$665.60
+21.4% upside to fair value
Med Conviction
Grade B+
High Quality
VS
United Parcel Service, Inc. · Industrials
$99.02
+21.1% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
META has more upside to fair value
(+21.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
META |
UPS |
| Current Price |
$665.60 |
$99.02 |
| Fair Value Estimate |
$808.00 |
$119.92 |
| Upside to Fair Value |
+21.4%
|
+21.1%
|
| Market Cap |
$1,695.6B |
$84.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
16.7x
|
10.2x
|
| Price / Sales |
7.4x
|
0.9x
|
| Price / FCF |
41.3x
|
15.3x
|
| Revenue Growth YoY |
+28.0%
|
+7.6%
|
| Gross Margin |
81.7%
|
16.6%
|
| Operating Margin |
38.1%
|
7.3%
|
| Return on Equity |
29.7%
|
29.1%
|
| Dividend Yield |
0.32% |
6.62% |
| FCF Yield |
2.42%
|
6.52%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Meta Platforms operates the Facebook, Instagram, WhatsApp, Messenger and Threads ecosystem, monetizing its unmatched global audience primarily through digital advertising. Business quality is high, supported by 3.60 billion Family daily active people, AI-enhanced ad ranking, 81.7% TTM gross margin, 38.1% TTM operating margin, 29.8% TTM net margin and 29.7% ROE. Revenue grew 28.0% year over year i…
United Parcel Service is the world's largest integrated package delivery and logistics network, operating U.S. Domestic Package and International Package segments with roughly 460,000 employees and a 119-year operating history. The business quality is medium: the global air-and-ground network, brand, and scale are genuine assets, but the company is exposed to commoditized freight, Amazon volume c…
Accumulation Zones
| Metric |
META |
UPS |
| Zone Low |
$606.00 |
$89.94 |
| Zone High |
$686.80 |
$101.93 |
| In Buy Zone? |
Yes
|
Yes
|