Cheetah Mobile Inc (CMCM)vsAlphabet Inc Class C (GOOG)
CMCM
Cheetah Mobile Inc
$7.03
-0.28%
COMMUNICATION SERVICES · Cap: $207.78M
GOOG
Alphabet Inc Class C
$289.59
+0.13%
COMMUNICATION SERVICES · Cap: $3.61T
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 37245% more annual revenue ($402.84B vs $1.08B). GOOG leads profitability with a 32.8% profit margin vs -40.2%. GOOG appears more attractively valued with a PEG of 2.24. GOOG earns a higher WallStSmart Score of 69/100 (B-).
CMCM
Hold42
out of 100
Grade: D
GOOG
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CMCM.
Margin of Safety
+42.9%
Fair Value
$506.38
Current Price
$289.59
$216.79 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 49.6% year-over-year
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
Areas to Watch
Smaller company, higher risk/reward
Operating margin of 1.4%
Expensive relative to growth rate
ROE of -17.5% — below average capital efficiency
Expensive relative to growth rate
Moderate valuation
Trading at 8.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CMCM
The strongest argument for CMCM centers on Price/Book, Revenue Growth. Revenue growth of 49.6% demonstrates continued momentum.
Bull Case : GOOG
The strongest argument for GOOG 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.
Bear Case : CMCM
The primary concerns for CMCM are Market Cap, Operating Margin, PEG Ratio.
Bear Case : GOOG
The primary concerns for GOOG are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
CMCM profiles as a hypergrowth stock while GOOG is a growth play — different risk/reward profiles.
CMCM carries more volatility with a beta of 1.96 — expect wider price swings.
CMCM is growing revenue faster at 49.6% — sustainability is the question.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GOOG scores higher overall (69/100 vs 42/100), 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.
Cheetah Mobile Inc
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · China
Cheetah Mobile Inc. is an Internet company in the People's Republic of China, the United States, and internationally. The company is headquartered in Beijing, the People's Republic of China.
Visit Website →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 →Compare with Other INTERNET CONTENT & INFORMATION Stocks
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