Alphabet Inc Class A (GOOGL)vsZillow Group Inc (ZG)
GOOGL
Alphabet Inc Class A
$290.93
+0.17%
COMMUNICATION SERVICES · Cap: $3.65T
ZG
Zillow Group Inc
$43.40
-3.75%
COMMUNICATION SERVICES · Cap: $10.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class A generates 15496% more annual revenue ($402.84B vs $2.58B). GOOGL leads profitability with a 32.8% profit margin vs 0.9%. ZG appears more attractively valued with a PEG of 0.92. GOOGL earns a higher WallStSmart Score of 70/100 (B).
GOOGL
Strong Buy70
out of 100
Grade: B
ZG
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+42.6%
Fair Value
$505.91
Current Price
$290.93
$214.98 discount
Margin of Safety
-7293.4%
Fair Value
$0.61
Current Price
$43.40
$42.79 premium
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 24.6B in free cash flow
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
18.1% revenue growth
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 8.5x book value
ROE of 0.5% — below average capital efficiency
0.9% margin — thin
Premium valuation, high expectations priced in
Earnings declined 25.0%
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 : ZG
The strongest argument for ZG centers on Debt/Equity, Altman Z-Score, PEG Ratio. Revenue growth of 18.1% demonstrates continued momentum. PEG of 0.92 suggests the stock is reasonably priced for its growth.
Bear Case : GOOGL
The primary concerns for GOOGL are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : ZG
The primary concerns for ZG are Return on Equity, Profit Margin, P/E Ratio. A P/E of 501.0x leaves little room for execution misses. Thin 0.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
ZG carries more volatility with a beta of 2.14 — expect wider price swings.
ZG is growing revenue faster at 18.1% — sustainability is the question.
GOOGL generates stronger free cash flow (24.6B), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GOOGL scores higher overall (70/100 vs 46/100), backed by strong 32.8% margins and 18.0% revenue growth. 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 →Zillow Group Inc
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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