Array Digital Infrastructure, Inc. (AD)vsAlphabet Inc Class C (GOOG)
AD
Array Digital Infrastructure, Inc.
$35.89
-2.89%
COMMUNICATION SERVICES · Cap: $3.10B
GOOG
Alphabet Inc Class C
$334.69
-2.19%
COMMUNICATION SERVICES · Cap: $4.08T
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 224646% more annual revenue ($422.50B vs $187.99M). AD leads profitability with a 110.8% profit margin vs 37.9%. AD appears more attractively valued with a PEG of 1.30. GOOG earns a higher WallStSmart Score of 75/100 (B).
AD
Strong Buy67
out of 100
Grade: B-
GOOG
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AD.
Margin of Safety
+24.9%
Fair Value
$445.94
Current Price
$334.69
$111.25 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Keeps 111 of every $100 in revenue as profit
Revenue surging 92.8% year-over-year
Earnings expanding 909.0% YoY
Every $100 of equity generates 24 in profit
Reasonable price relative to book value
Mega-cap, among the largest globally
Every $100 of equity generates 33 in profit
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 36.1%
Earnings expanding 82.0% YoY
Generating 10.1B in free cash flow
Areas to Watch
Weak financial health signals
Distress zone — elevated risk
Moderate valuation
Trading at 8.5x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : AD
The strongest argument for AD centers on P/E Ratio, Profit Margin, Revenue Growth. Profitability is solid with margins at 110.8% and operating margin at 9.7%. Revenue growth of 92.8% demonstrates continued momentum.
Bull Case : GOOG
The strongest argument for GOOG centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 37.9% and operating margin at 36.1%. Revenue growth of 21.8% demonstrates continued momentum.
Bear Case : AD
The primary concerns for AD are Piotroski F-Score, Altman Z-Score.
Bear Case : GOOG
The primary concerns for GOOG are P/E Ratio, Price/Book.
Key Dynamics to Monitor
GOOG carries more volatility with a beta of 1.24 — expect wider price swings.
AD is growing revenue faster at 92.8% — sustainability is the question.
GOOG generates stronger free cash flow (10.1B), providing more financial flexibility.
Monitor TELECOM SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GOOG scores higher overall (75/100 vs 67/100), backed by strong 37.9% margins and 21.8% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Array Digital Infrastructure, Inc.
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Array Digital Infrastructure, Inc. provides wireless telecommunications services in the United States. The company is headquartered in Chicago, Illinois.
Visit Website →Alphabet Inc Class C
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.
Visit Website →Compare with Other TELECOM SERVICES Stocks
Want to dig deeper into these stocks?