Alphabet Inc Class C (GOOG)vsJOYY Inc (JOYY)
GOOG
Alphabet Inc Class C
$333.68
-0.62%
COMMUNICATION SERVICES · Cap: $4.17T
JOYY
JOYY Inc
$73.99
-1.12%
COMMUNICATION SERVICES · Cap: $3.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 19231% more annual revenue ($422.50B vs $2.19B). GOOG leads profitability with a 37.9% profit margin vs 10.4%. JOYY appears more attractively valued with a PEG of 0.86. GOOG earns a higher WallStSmart Score of 75/100 (B).
GOOG
Strong Buy75
out of 100
Grade: B
JOYY
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+27.3%
Fair Value
$449.28
Current Price
$333.68
$115.60 discount
Margin of Safety
+49.1%
Fair Value
$127.04
Current Price
$73.99
$53.05 discount
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 38 of every $100 in revenue as profit
Strong operational efficiency at 36.1%
Earnings expanding 82.0% YoY
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
Moderate valuation
Trading at 8.4x book value
Negative free cash flow — burning cash
ROE of 3.5% — below average capital efficiency
Operating margin of 1.3%
Earnings declined 97.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : GOOG
The strongest argument for GOOG 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 : JOYY
The strongest argument for JOYY centers on Price/Book, Debt/Equity, Altman Z-Score. Revenue growth of 12.4% demonstrates continued momentum. PEG of 0.86 suggests the stock is reasonably priced for its growth.
Bear Case : GOOG
The primary concerns for GOOG are P/E Ratio, Price/Book, Free Cash Flow.
Bear Case : JOYY
The primary concerns for JOYY are Return on Equity, Operating Margin, EPS Growth.
Key Dynamics to Monitor
GOOG profiles as a growth stock while JOYY is a value play — different risk/reward profiles.
GOOG carries more volatility with a beta of 1.25 — expect wider price swings.
GOOG is growing revenue faster at 21.8% — sustainability is the question.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GOOG scores higher overall (75/100 vs 58/100), backed by strong 37.9% margins and 21.8% revenue growth. JOYY offers better value entry with a 49.1% margin of safety. 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 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 →JOYY Inc
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · China
JOYY Inc., operates social media platforms that offer users engaging and experience across various video-based social platforms. The company is headquartered in Singapore.
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