Alphabet Inc Class A (GOOGL)vsIntegral Ad Science Holding LLC (IAS)
GOOGL
Alphabet Inc Class A
$384.80
+9.96%
COMMUNICATION SERVICES · Cap: $4.66T
IAS
Integral Ad Science Holding LLC
$10.34
0.00%
COMMUNICATION SERVICES · Cap: $1.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class A generates 68100% more annual revenue ($402.84B vs $590.67M). GOOGL leads profitability with a 32.8% profit margin vs 0.1%. GOOGL trades at a lower P/E of 29.3x. GOOGL earns a higher WallStSmart Score of 70/100 (B).
GOOGL
Strong Buy70
out of 100
Grade: B
IAS
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.8%
Fair Value
$618.76
Current Price
$384.80
$233.96 discount
Margin of Safety
+17.4%
Fair Value
$12.51
Current Price
$10.34
$2.17 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 36 in profit
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 31.6%
Generating 10.1B in free cash flow
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Trading at 11.2x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.2% revenue growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : GOOGL
The strongest argument for GOOGL centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 32.8% and operating margin at 31.6%. Revenue growth of 18.0% demonstrates continued momentum.
Bull Case : IAS
The strongest argument for IAS centers on Price/Book.
Bear Case : GOOGL
The primary concerns for GOOGL are P/E Ratio, Price/Book, PEG Ratio.
Bear Case : IAS
The primary concerns for IAS are P/E Ratio, Revenue Growth, Market Cap. Thin 0.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
GOOGL profiles as a growth stock while IAS is a value play — different risk/reward profiles.
IAS carries more volatility with a beta of 1.57 — expect wider price swings.
GOOGL is growing revenue faster at 18.0% — sustainability is the question.
GOOGL generates stronger free cash flow (10.1B), providing more financial flexibility.
Bottom Line
GOOGL scores higher overall (70/100 vs 42/100), backed by strong 32.8% margins and 18.0% revenue growth. IAS offers better value entry with a 17.4% 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 A
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 →Integral Ad Science Holding LLC
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Integral Ad Science Holding LLC is a digital advertising verification company in the United States, United Kingdom, Germany, Italy, Spain, Sweden, Singapore, Australia, France, Japan, Canada, Hong Kong, and Brazil. The company is headquartered in New York, New York.
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