Alphabet Inc Class C (GOOG)vsZillow Group Inc Class C (Z)
GOOG
Alphabet Inc Class C
$283.93
+0.78%
COMMUNICATION SERVICES · Cap: $3.42T
Z
Zillow Group Inc Class C
$29.55
-2.44%
COMMUNICATION SERVICES · Cap: $6.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 16665% more annual revenue ($471.10B vs $2.81B). GOOG leads profitability with a 50.0% profit margin vs 2.0%. Z appears more attractively valued with a PEG of 0.93. GOOG earns a higher WallStSmart Score of 69/100 (B-).
GOOG
Strong Buy69
out of 100
Grade: B-
Z
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+43.7%
Fair Value
$500.74
Current Price
$283.93
$216.81 discount
Margin of Safety
+28.3%
Fair Value
$63.68
Current Price
$29.55
$34.13 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 35 in profit
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 31.8%
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
17.9% revenue growth
Areas to Watch
Earnings declined 25.3%
Negative free cash flow — burning cash
ROE of 1.4% — below average capital efficiency
2.0% margin — thin
Operating margin of 4.7%
Premium valuation, high expectations priced in
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 50.0% and operating margin at 31.8%. Revenue growth of 24.7% demonstrates continued momentum.
Bull Case : Z
The strongest argument for Z centers on EPS Growth, Debt/Equity, Altman Z-Score. Revenue growth of 17.9% demonstrates continued momentum. PEG of 0.93 suggests the stock is reasonably priced for its growth.
Bear Case : GOOG
The primary concerns for GOOG are EPS Growth, Free Cash Flow.
Bear Case : Z
The primary concerns for Z are Return on Equity, Profit Margin, Operating Margin. A P/E of 133.8x leaves little room for execution misses. Thin 2.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
Z carries more volatility with a beta of 2.02 — expect wider price swings.
GOOG is growing revenue faster at 24.7% — sustainability is the question.
Z generates stronger free cash flow (128M), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GOOG scores higher overall (69/100 vs 60/100), backed by strong 50.0% margins and 24.7% revenue growth. Z offers better value entry with a 28.3% 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 →Zillow Group Inc Class C
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Zillow Group, Inc., a digital real estate company, operates real estate brands on mobile apps and websites in the United States. The company is headquartered in Seattle, Washington.
Visit Website →Compare with Other INTERNET CONTENT & INFORMATION Stocks
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