WallStSmart

Alphabet Inc Class C (GOOG)vsWarner Bros Discovery Inc (WBD)

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Smart Verdict

WallStSmart Research — data-driven comparison

Alphabet Inc Class C generates 1035% more annual revenue ($422.50B vs $37.21B). GOOG leads profitability with a 37.9% profit margin vs -4.7%. GOOG appears more attractively valued with a PEG of 1.45. GOOG earns a higher WallStSmart Score of 75/100 (B).

GOOG

Strong Buy

75

out of 100

Grade: B

Growth: 8.7Profit: 9.5Value: 6.7Quality: 8.0
Piotroski: 4/9Altman Z: 3.91

WBD

Hold

46

out of 100

Grade: D+

Growth: 5.3Profit: 3.5Value: 5.7Quality: 4.0
Piotroski: 4/9Altman Z: 0.70
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Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GOOGUndervalued (+17.6%)

Margin of Safety

+17.6%

Fair Value

$445.94

Current Price

$345.04

$100.90 discount

UndervaluedFair: $445.94Overvalued
WBDUndervalued (+57.9%)

Margin of Safety

+57.9%

Fair Value

$66.48

Current Price

$26.95

$39.53 discount

UndervaluedFair: $66.48Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GOOG6 strengths · Avg: 10.0/10
Market CapQuality
$4.48T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
33.5%10/10

Every $100 of equity generates 33 in profit

Profit MarginProfitability
37.9%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
36.1%10/10

Strong operational efficiency at 36.1%

EPS GrowthGrowth
82.0%10/10

Earnings expanding 82.0% YoY

Free Cash FlowQuality
$10.12B10/10

Generating 10.1B in free cash flow

WBD3 strengths · Avg: 9.0/10
EPS GrowthGrowth
226.7%10/10

Earnings expanding 226.7% YoY

Market CapQuality
$66.93B9/10

Large-cap with strong market position

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Areas to Watch

GOOG2 concerns · Avg: 4.0/10
P/E RatioValuation
28.0x4/10

Moderate valuation

Price/BookValuation
8.7x4/10

Trading at 8.7x book value

WBD4 concerns · Avg: 2.0/10
PEG RatioValuation
216.922/10

Expensive relative to growth rate

Return on EquityProfitability
-5.3%2/10

ROE of -5.3% — below average capital efficiency

Revenue GrowthGrowth
-1.0%2/10

Revenue declined 1.0%

Free Cash FlowQuality
$-476.00M2/10

Negative free cash flow — burning cash

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 37.9% and operating margin at 36.1%. Revenue growth of 21.8% demonstrates continued momentum.

Bull Case : WBD

The strongest argument for WBD centers on EPS Growth, Market Cap, Price/Book.

Bear Case : GOOG

The primary concerns for GOOG are P/E Ratio, Price/Book.

Bear Case : WBD

The primary concerns for WBD are PEG Ratio, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

GOOG profiles as a growth stock while WBD is a turnaround play — different risk/reward profiles.

WBD carries more volatility with a beta of 1.55 — expect wider price swings.

GOOG is growing revenue faster at 21.8% — sustainability is the question.

GOOG generates stronger free cash flow (10.1B), providing more financial flexibility.

Bottom Line

GOOG scores higher overall (75/100 vs 46/100), backed by strong 37.9% margins and 21.8% revenue growth. WBD offers better value entry with a 57.9% 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.

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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Warner Bros Discovery Inc

COMMUNICATION SERVICES · ENTERTAINMENT · USA

Warner Bros. The company is headquartered in New York, New York.

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