FB

Facebook Inc.

TMT


Presented:11/13/2013
Price:$46.61
Cap:$114.00B
Current Price:$586.27
Cap:$1,483.16B

Presented

Date11/13/2013
Price$46.61
Market Cap$114.00B
Ent Value$105.65B
P/E Ratio73.44x
Book Value$12.99
Div YieldN/A
Shares O/S2,454.83M
Ave Daily Vol76,630,000
Short Int1.30%

Current

Price$586.27
Market Cap$1,483.16B
Facebook, Inc. operates as a social networking company worldwide. It builds various tools that enable users to connect, share, discover, and communicate with each other on mobile devices and computers. The company’s Facebook Platform is a set of development tools and application programming interfaces that enables developers to integrate with Facebook for creating social apps and Websites. As of December 31, 2012, it had 1.06 billion monthly active users and 618 million daily active users. The company has a strategic partnership with Trend Micro Inc. for educating and protecting users' digital lives against malicious sites and malware. Facebook, Inc. was incorporated in 2004 and is headquartered in Menlo Park, California.

Please note, this idea was updated on 4/16/2014 and can be read here: LONG — Facebook, Inc. (FB) (Update).

Highlights

The presenter has liked Facebook (FB) since its shares cracked the IPO price, and believes there is more upside for both earnings and the stock price than the Street appears to be anticipating. FB’s pricing dynamics are the “most interesting” piece of the story, as the company stands to benefit from a powerful mix shift in favor of higher cost/ premium ad space (i.e., video, which can fetch ~$20 CPM at present) while its core desktop and mobile businesses see continued strength.

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Idea Discussion

Commentor 1 - 2 weeks ago

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