Alphabet Inc Class A (GOOGL)vsTrade Desk Inc (TTD)
GOOGL
Alphabet Inc Class A
$345.90
-0.13%
COMMUNICATION SERVICES · Cap: $4.62T
TTD
Trade Desk Inc
$14.14
-2.88%
COMMUNICATION SERVICES · Cap: $6.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class A generates 14811% more annual revenue ($445.87B vs $2.99B). GOOGL leads profitability with a 54.8% profit margin vs 13.6%. GOOGL appears more attractively valued with a PEG of 0.97. GOOGL earns a higher WallStSmart Score of 78/100 (B+).
GOOGL
Strong Buy78
out of 100
Grade: B+
TTD
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+48.1%
Fair Value
$661.86
Current Price
$345.90
$315.96 discount
Intrinsic value data unavailable for TTD.
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
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Negative free cash flow — burning cash
3.0% revenue growth
Earnings declined 23.6%
Distress zone — elevated risk
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 54.8% and operating margin at 34.0%. Revenue growth of 24.2% demonstrates continued momentum.
Bull Case : TTD
The strongest argument for TTD centers on Debt/Equity, P/E Ratio, Price/Book. PEG of 1.24 suggests the stock is reasonably priced for its growth.
Bear Case : GOOGL
The primary concerns for GOOGL are Free Cash Flow.
Bear Case : TTD
The primary concerns for TTD are Revenue Growth, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
GOOGL profiles as a growth stock while TTD is a value play — different risk/reward profiles.
GOOGL carries more volatility with a beta of 1.24 — expect wider price swings.
GOOGL is growing revenue faster at 24.2% — sustainability is the question.
TTD generates stronger free cash flow (419M), providing more financial flexibility.
Bottom Line
GOOGL scores higher overall (78/100 vs 55/100), backed by strong 54.8% margins and 24.2% 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 →Trade Desk Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.
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