Cheetah Mobile Inc (CMCM)vsAlphabet Inc Class A (GOOGL)
CMCM
Cheetah Mobile Inc
$4.04
-1.94%
COMMUNICATION SERVICES · Cap: $127.88M
GOOGL
Alphabet Inc Class A
$368.53
+2.69%
COMMUNICATION SERVICES · Cap: $4.38T
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class A generates 36625% more annual revenue ($422.50B vs $1.15B). GOOGL leads profitability with a 37.9% profit margin vs -22.4%. CMCM appears more attractively valued with a PEG of 0.25. GOOGL earns a higher WallStSmart Score of 76/100 (B+).
CMCM
Hold49
out of 100
Grade: D+
GOOGL
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+80.4%
Fair Value
$30.72
Current Price
$4.04
$26.68 discount
Margin of Safety
+43.6%
Fair Value
$631.89
Current Price
$368.53
$263.36 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 30.3% year-over-year
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
Smaller company, higher risk/reward
ROE of -25.6% — below average capital efficiency
Earnings declined 99.5%
Negative free cash flow — burning cash
Moderate valuation
Trading at 9.3x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CMCM
The strongest argument for CMCM centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 30.3% demonstrates continued momentum. PEG of 0.25 suggests the stock is reasonably priced for its growth.
Bull Case : GOOGL
The strongest argument for GOOGL 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 : CMCM
The primary concerns for CMCM are Market Cap, Return on Equity, EPS Growth.
Bear Case : GOOGL
The primary concerns for GOOGL are P/E Ratio, Price/Book.
Key Dynamics to Monitor
CMCM profiles as a hypergrowth stock while GOOGL is a growth play — different risk/reward profiles.
CMCM carries more volatility with a beta of 1.76 — expect wider price swings.
CMCM is growing revenue faster at 30.3% — sustainability is the question.
GOOGL generates stronger free cash flow (10.1B), providing more financial flexibility.
Bottom Line
GOOGL scores higher overall (76/100 vs 49/100), backed by strong 37.9% margins and 21.8% revenue growth. CMCM offers better value entry with a 80.4% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Cheetah Mobile Inc
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · China
Cheetah Mobile Inc. is an Internet company in the People's Republic of China, the United States, and internationally. The company is headquartered in Beijing, the People's Republic of China.
Visit Website →Alphabet Inc Class A
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 INTERNET CONTENT & INFORMATION Stocks
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