Meta Platforms management check

META · Communication Services · Interactive Media & Services · CEO Mark Zuckerberg

Filings as of

59
Management score, ranked 344th of 487Strongest: CEO cost. Weakest: owner returns. See the best and worst run in Communication Services →

3 good · 2 to watch · 2 flagged, across the seven questions below.

  • Flag

    Have owners done well?

    Trailed its chosen peers

    $100 invested at the start of fiscal 2021 grew to $243, against $445 for the peer group the company picked itself.

  • Watch

    Does pay follow performance?

    Pay only loosely tracked returns

    Over 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of -0.27 with shareholder return. 1 means pay moved in step; below 0, the opposite way.

  • Good

    What does the CEO cost owners?

    0.04% of net income

    $25.1m of reported pay in fiscal 2025, against $60.5bn of net income.

  • Watch

    Do they own the stock?

    Insiders are selling

    10 insiders sold $128.7m in the last six months and none bought. 173 of 178 sales ran on pre-arranged 10b5-1 plans.

  • Flag

    Are owners being diluted?

    Share count shrinking

    Diluted shares changed -1.1% a year over the last three fiscal years. Stock-based pay was 10.2% of revenue in the latest year.

  • Good

    Is leadership stable?

    6 leadership filings in 3 years

    CEO in the pay table: Mark Zuckerberg. 6 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.

  • Good

    Are the books clean?

    No red flags on file

    No restatements, auditor changes or late filings since 2024.

Against the S&P 500

Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Communication Services.

CheckScoreAt or aboveSector median
Owner returns016%27
Pay for performance377%76
CEO cost100100%72
Skin in the game——75
Dilution2014%65
Stable leadership9575%93
Clean books100100%100

Closest peers

Others in Interactive Media & Services, by management score. Meta Platforms is 12th of 18 in its sector.

  1. 10GOOGLAlphabet Inc. (Class A)89
  2. 83RDDTReddit78
  3. 318NFLXNetflix60
  4. 320CHTRCharter Communications60
  5. 344METAMeta Platforms59
  6. 352TKOTKO Group Holdings58

Pay versus performance

From the proxy statement filed April 16, 2026. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.

CEO pay by fiscal yearAs reported Actually paid
$0$13.6m$27.2m20212022202320242025
What $100 becameCompany Peer group
$10020212022202320242025$243
Fiscal yearCEOCEO payActually paidOther executives (avg)$100 becamePeersNet income
2025Mark Zuckerberg$25.1m$25.1m$22.1m$243$445$60.5bn
2024—$27.2m$27.2m$24.1m$215$263$62.4bn
2023—$24.4m$24.4m$24.0m$130$151$39.1bn
2022—$27.1m$27.1m$22.1m$44$92$23.2bn
2021—$26.8m$26.8m$28.8m$123$131$39.4bn

The board says pay is tied most to Revenue".

Insiders and the CEO's stake

10 insiders sold $128.7m in the last six months and none bought. 173 of 178 sales ran on pre-arranged 10b5-1 plans.

  • SoldChristopher K CoxChief Product Officer · 10b5-1 plan$55.0mSep 21, 2026
  • SoldJavier OlivanChief Operating Officer · 10b5-1 plan$23.9mOct 19, 2026
  • SoldMark ZuckerbergCOB and CEO · 10b5-1 plan$21.4mSep 24, 2026
  • SoldSusan J LiChief Financial Officer$13.4mAug 18, 2026

Leadership and governance on file

Latest shareholder vote results: May 29, 2026, including the say-on-pay vote.

Where the money went

Over 2021–2025: $159.0bn returned to owners in buybacks and dividends, 71% of net income, and $72.3bn of pay in stock.

Fiscal year20212022202320242025
Revenue$117.9bn$116.6bn$134.9bn$164.5bn$201.0bn
Net income$39.4bn$23.2bn$39.1bn$62.4bn$60.5bn
Stock-based pay$9.2bn$12.0bn$14.0bn$16.7bn$20.4bn
Buybacks$44.5bn$28.0bn$19.8bn$30.1bn$26.2bn
Dividends—$0$0$5.1bn$5.3bn
Diluted shares2859m2702m2629m2614m2574m

Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.