WallStSmart

Alphabet Inc Class C (GOOG)vsLiberty Broadband Srs A (LBRDA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Alphabet Inc Class C generates 43784% more annual revenue ($445.87B vs $1.02B). GOOG leads profitability with a 54.8% profit margin vs 0.0%. GOOG earns a higher WallStSmart Score of 75/100 (B).

GOOG

Strong Buy

75

out of 100

Grade: B

Growth: 8.7Profit: 9.5Value: 7.3Quality: 8.5
Piotroski: 4/9Altman Z: 3.92

LBRDA

Avoid

32

out of 100

Grade: F

Growth: 3.3Profit: 3.0Value: 5.0Quality: 4.5
Piotroski: 4/9Altman Z: 0.46
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GOOGUndervalued (+29.4%)

Margin of Safety

+29.4%

Fair Value

$474.89

Current Price

$335.45

$139.44 discount

UndervaluedFair: $474.89Overvalued

Intrinsic value data unavailable for LBRDA.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GOOG6 strengths · Avg: 10.0/10
Market CapQuality
$4.10T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
38.1%10/10

Every $100 of equity generates 38 in profit

Profit MarginProfitability
54.8%10/10

Keeps 55 of every $100 in revenue as profit

Operating MarginProfitability
34.0%10/10

Strong operational efficiency at 34.0%

EPS GrowthGrowth
294.0%10/10

Earnings expanding 294.0% YoY

Altman Z-ScoreHealth
3.9210/10

Safe zone — low bankruptcy risk

LBRDA1 strengths · Avg: 10.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Areas to Watch

GOOG1 concerns · Avg: 2.0/10
Free Cash FlowQuality
$-5.86B2/10

Negative free cash flow — burning cash

LBRDA4 concerns · Avg: 2.5/10
Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Return on EquityProfitability
-46.5%2/10

ROE of -46.5% — below average capital efficiency

EPS GrowthGrowth
-24.8%2/10

Earnings declined 24.8%

Comparative Analysis Report

WallStSmart Research

Bull Case : GOOG

The strongest argument for GOOG centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 54.8% and operating margin at 34.0%. Revenue growth of 24.2% demonstrates continued momentum.

Bull Case : LBRDA

The strongest argument for LBRDA centers on Price/Book.

Bear Case : GOOG

The primary concerns for GOOG are Free Cash Flow.

Bear Case : LBRDA

The primary concerns for LBRDA are Profit Margin, Operating Margin, Return on Equity.

Key Dynamics to Monitor

GOOG profiles as a growth stock while LBRDA is a value play — different risk/reward profiles.

GOOG carries more volatility with a beta of 1.23 — expect wider price swings.

GOOG is growing revenue faster at 24.2% — sustainability is the question.

LBRDA generates stronger free cash flow (-44M), providing more financial flexibility.

Bottom Line

GOOG scores higher overall (75/100 vs 32/100), backed by strong 54.8% margins and 24.2% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

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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Liberty Broadband Srs A

COMMUNICATION SERVICES · TELECOM SERVICES · USA

Liberty Broadband Corporation, a cable operator, provides video, Internet and voice services to residential and small and medium business customers in the United States. The company is headquartered in Englewood, Colorado.

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