Alphabet Inc Class A (GOOGL)vsTaboola (TBLA)
GOOGL
Alphabet Inc Class A
$368.53
+0.53%
COMMUNICATION SERVICES · Cap: $4.38T
TBLA
Taboola
$4.58
-3.38%
COMMUNICATION SERVICES · Cap: $1.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class A generates 21556% more annual revenue ($422.50B vs $1.95B). GOOGL leads profitability with a 37.9% profit margin vs 5.6%. TBLA trades at a lower P/E of 13.2x. GOOGL earns a higher WallStSmart Score of 76/100 (B+).
GOOGL
Strong Buy76
out of 100
Grade: B+
TBLA
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+43.6%
Fair Value
$631.89
Current Price
$368.53
$263.36 discount
Margin of Safety
-2.7%
Fair Value
$3.31
Current Price
$4.58
$1.27 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 33 in profit
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 36.1%
Earnings expanding 82.0% YoY
Generating 10.1B in free cash flow
Reasonable price relative to book value
Earnings expanding 77.1% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Areas to Watch
Moderate valuation
Trading at 9.3x book value
Grey zone — moderate risk
Smaller company, higher risk/reward
5.6% margin — thin
Operating margin of -1.6%
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 37.9% and operating margin at 36.1%. Revenue growth of 21.8% demonstrates continued momentum.
Bull Case : TBLA
The strongest argument for TBLA centers on Price/Book, EPS Growth, Debt/Equity.
Bear Case : GOOGL
The primary concerns for GOOGL are P/E Ratio, Price/Book.
Bear Case : TBLA
The primary concerns for TBLA are Altman Z-Score, Market Cap, Profit Margin.
Key Dynamics to Monitor
GOOGL profiles as a growth stock while TBLA is a value play — different risk/reward profiles.
TBLA carries more volatility with a beta of 1.51 — expect wider price swings.
GOOGL is growing revenue faster at 21.8% — sustainability is the question.
GOOGL generates stronger free cash flow (10.1B), providing more financial flexibility.
Bottom Line
GOOGL scores higher overall (76/100 vs 55/100), backed by strong 37.9% margins and 21.8% revenue growth. 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 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 →Taboola
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Taboola (TBLA) is a leading content discovery platform founded in 2007, specializing in delivering personalized content recommendations that enhance audience engagement for both publishers and advertisers. Leveraging sophisticated algorithms and robust data analytics, Taboola curates relevant content across a multitude of digital channels, driving significant traffic and innovative monetization strategies for its partners. With a strong global network and a commitment to technological advancement, Taboola is well-positioned within the competitive digital advertising landscape, targeting growth opportunities amid evolving media trends. As a publicly traded company, it aims to capitalize on its expertise and expand its service offerings to adapt to the changing demands of the market.
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