Based on the provided data and current market conditions, here's a comprehensive analysis of FANG stocks' valuation:
Meta (META)
The stock shows strong fundamentals with consistently improving margins - gross margin maintained above 81% and net margin reaching 43% in Q4 2024. Revenue growth remains robust with Q4 2024 revenue of $48.4B, up 19.2% YoY. Current price at $719.25 with strong earnings momentum (Q4 EPS of $7.98).
Amazon (AMZN)
Operating efficiency has improved significantly with operating margin expanding to 10.65% in Q4 2024. Revenue growth remains healthy at $187.8B in Q4 2024, up 18.8% YoY. Trading at $229.93 with improving profitability metrics.
Netflix (NFLX)
Despite revenue growth to $10.2B in Q4 2024, margins show some pressure with net margin declining to 18.24%. Current price of $1,024.41 appears stretched given the margin compression.
Alphabet (GOOGL)
Demonstrates solid fundamentals with Q4 2024 revenue of $96.5B and stable margins. Trading at $187.01 with consistent profitability and strong cash position.
Based on current metrics, FANG stocks show mixed valuation signals - Meta and Amazon appear reasonably valued given their growth and margin expansion, while Netflix looks overvalued considering its margin pressure. Alphabet maintains balanced valuation metrics relative to its stable performance.