Alphabet Inc Class C (GOOG)vsYelp Inc (YELP)
GOOG
Alphabet Inc Class C
$282.32
-12.29%
COMMUNICATION SERVICES · Cap: $4.12T
YELP
Yelp Inc
$18.42
-1.76%
COMMUNICATION SERVICES · Cap: $1.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 30169% more annual revenue ($445.87B vs $1.47B). GOOG leads profitability with a 54.8% profit margin vs 8.6%. YELP appears more attractively valued with a PEG of 0.40. GOOG earns a higher WallStSmart Score of 75/100 (B).
GOOG
Strong Buy75
out of 100
Grade: B
YELP
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.7%
Fair Value
$478.28
Current Price
$282.32
$195.96 discount
Margin of Safety
+79.0%
Fair Value
$110.46
Current Price
$18.42
$92.04 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
Growing faster than its price suggests
Attractively priced relative to earnings
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Negative free cash flow — burning cash
1.4% revenue growth
Smaller company, higher risk/reward
Earnings declined 14.9%
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 : YELP
The strongest argument for YELP centers on PEG Ratio, P/E Ratio, Debt/Equity. PEG of 0.40 suggests the stock is reasonably priced for its growth.
Bear Case : GOOG
The primary concerns for GOOG are Free Cash Flow.
Bear Case : YELP
The primary concerns for YELP are Revenue Growth, Market Cap, EPS Growth.
Key Dynamics to Monitor
GOOG profiles as a growth stock while YELP is a value play — different risk/reward profiles.
GOOG carries more volatility with a beta of 1.21 — expect wider price swings.
GOOG is growing revenue faster at 24.2% — sustainability is the question.
YELP generates stronger free cash flow (61M), providing more financial flexibility.
Bottom Line
GOOG scores higher overall (75/100 vs 61/100), backed by strong 54.8% margins and 24.2% revenue growth. YELP offers better value entry with a 79.0% 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 →Yelp Inc
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Yelp Inc. operates a platform that connects consumers with local businesses in the United States and internationally. The company is headquartered in San Francisco, California.
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