Gogo Inc (GOGO)vsAlphabet Inc Class C (GOOG)
GOGO
Gogo Inc
$3.88
-4.67%
COMMUNICATION SERVICES · Cap: $515.26M
GOOG
Alphabet Inc Class C
$335.76
+0.95%
COMMUNICATION SERVICES · Cap: $4.17T
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 46507% more annual revenue ($422.50B vs $906.50M). GOOG leads profitability with a 37.9% profit margin vs 1.5%. GOOG trades at a lower P/E of 26.4x. GOOG earns a higher WallStSmart Score of 75/100 (B).
GOGO
Hold44
out of 100
Grade: D
GOOG
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+80.6%
Fair Value
$20.19
Current Price
$3.88
$16.31 discount
Margin of Safety
+27.3%
Fair Value
$449.28
Current Price
$335.76
$113.52 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Mega-cap, among the largest globally
Every $100 of equity generates 38 in profit
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 36.1%
Earnings expanding 82.0% YoY
Safe zone — low bankruptcy risk
Areas to Watch
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
1.5% margin — thin
Weak financial health signals
Moderate valuation
Trading at 8.5x book value
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : GOGO
GOGO has a balanced fundamental profile.
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 : GOGO
The primary concerns for GOGO are P/E Ratio, Market Cap, Profit Margin. Debt-to-equity of 7.65 is elevated, increasing financial risk. Thin 1.5% margins leave little buffer for downturns.
Bear Case : GOOG
The primary concerns for GOOG are P/E Ratio, Price/Book, Free Cash Flow.
Key Dynamics to Monitor
GOGO profiles as a value stock while GOOG is a growth play — different risk/reward profiles.
GOOG carries more volatility with a beta of 1.25 — expect wider price swings.
GOOG is growing revenue faster at 21.8% — sustainability is the question.
GOGO generates stronger free cash flow (-33M), providing more financial flexibility.
Bottom Line
GOOG scores higher overall (75/100 vs 44/100), backed by strong 37.9% margins and 21.8% revenue growth. GOGO offers better value entry with a 80.6% 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.
Gogo Inc
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Gogo Inc., provides inflight broadband connectivity and wireless entertainment services to the aviation industry in the United States and internationally. 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.
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