Alphabet Inc Class C (GOOG)vsTaboola (TBLA)
GOOG
Alphabet Inc Class C
$335.45
+1.53%
COMMUNICATION SERVICES · Cap: $4.10T
TBLA
Taboola
$3.80
+1.88%
COMMUNICATION SERVICES · Cap: $1.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 22622% more annual revenue ($445.87B vs $1.96B). GOOG leads profitability with a 54.8% profit margin vs 6.0%. TBLA trades at a lower P/E of 9.8x. GOOG earns a higher WallStSmart Score of 75/100 (B).
GOOG
Strong Buy75
out of 100
Grade: B
TBLA
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+29.4%
Fair Value
$474.89
Current Price
$335.45
$139.44 discount
Margin of Safety
+23.3%
Fair Value
$4.43
Current Price
$3.80
$0.63 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 38 in profit
Keeps 55 of every $100 in revenue as profit
Strong operational efficiency at 34.0%
Earnings expanding 294.0% YoY
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 77.1% YoY
Conservative balance sheet, low leverage
Areas to Watch
Negative free cash flow — burning cash
2.4% revenue growth
Grey zone — moderate risk
Smaller company, higher risk/reward
6.0% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull 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 : TBLA
The strongest argument for TBLA centers on P/E Ratio, Price/Book, EPS Growth.
Bear Case : GOOG
The primary concerns for GOOG are Free Cash Flow.
Bear Case : TBLA
The primary concerns for TBLA are Revenue Growth, Altman Z-Score, Market Cap.
Key Dynamics to Monitor
GOOG profiles as a growth stock while TBLA is a value play — different risk/reward profiles.
TBLA carries more volatility with a beta of 1.48 — expect wider price swings.
GOOG is growing revenue faster at 24.2% — sustainability is the question.
TBLA generates stronger free cash flow (17M), providing more financial flexibility.
Bottom Line
GOOG scores higher overall (75/100 vs 54/100), backed by strong 54.8% margins and 24.2% revenue growth. TBLA offers better value entry with a 23.3% margin of safety. Both earn "Strong Buy" and "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.
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 →Taboola
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Taboola (TBLA) is a leading content discovery platform that has revolutionized audience engagement with digital content since its founding in 2007. Leveraging sophisticated algorithms and robust data analytics, the company provides personalized content recommendations that enhance traffic acquisition and monetization for both publishers and advertisers. With a strong global presence and a commitment to innovation, Taboola is uniquely positioned to capitalize on growth opportunities within the competitive digital advertising sector. As a publicly traded company, it is focused on expanding its service offerings to adapt to changing market needs while reinforcing its status as an industry leader.
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