InvestMoat

Meta vs Snap

Snap is cheaper. So why does Meta win?

Meta wins, 74 to 62, on moat and growth.

Snap wins on valuation, but Meta's lead on moat counts for more.

META · Platforms

Meta Platforms Inc.

…

HoldFull analysis

SNAP · Platforms

Snap Inc.

…

Speculative BuyFull analysis

META

SNAP

Composite
74
(higher)
62
Moat
82
(higher)
49
Growth
74
(higher)
68
Valuation
65
74
(higher)

META

SNAP

Bear
$420
$3.50
Base
$700
$7.00
Bull
$880
$12.00
Upside to base
—
—

META

SNAP

Revenue CAGR, 3–5 yr
18-22%
9–13%

META

SNAP

Proprietary Data
Strong (higher)
Intact
Regulatory Lock-In
N/A
N/A
Network Effects
Strong (higher)
Intact
Transaction Embedding
Strong (higher)
N/A
System of Record
Intact (higher)
Weakened
Scale Economics
Intact (higher)
N/A
Brand & Pricing Power
N/A
N/A

META

SNAP

Learned Interfaces
Intact (higher)
Weakened
Business Logic
Intact (higher)
Weakened
Public Data Access
Destroyed
Weakened (higher)
Talent Scarcity
N/A
Weakened (higher)
Bundling
Intact (higher)
Weakened

Shaded cells mark the higher score or stronger moat on each row. Valuation and composite use the live price when it is available, the same as each stock page.

Which is the better stock, Meta or Snap?

Meta wins, 74 to 62, on moat and growth. Snap wins on valuation, but Meta's lead on moat counts for more. Our rating: Meta Hold, Snap Speculative Buy.

Does Meta or Snap have the wider moat?

Meta scores 82 on moat to Snap's 49. Meta is rated stronger on proprietary data, network effects and system of record. Snap is rated stronger on public data access.

Which is growing faster, Meta or Snap?

Meta scores 74 on growth to Snap's 68. We expect Meta to grow 18–22% a year, Snap 9–13%.

Is Meta or Snap cheaper right now?

Snap scores 74 on valuation to Meta's 65. In our base case, Snap has more upside: +22% vs 0%.

Scores in the answers use the price each valuation was last struck at; the table above updates with the live price. Not investment advice.