Alphabet Inc Class C (GOOG)vsRoblox Corp (RBLX)
GOOG
Alphabet Inc Class C
$333.68
-0.62%
COMMUNICATION SERVICES · Cap: $4.17T
RBLX
Roblox Corp
$50.13
+1.27%
COMMUNICATION SERVICES · Cap: $37.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 7875% more annual revenue ($422.50B vs $5.30B). GOOG leads profitability with a 37.9% profit margin vs -20.7%. GOOG appears more attractively valued with a PEG of 1.36. GOOG earns a higher WallStSmart Score of 75/100 (B).
GOOG
Strong Buy75
out of 100
Grade: B
RBLX
Hold36
out of 100
Grade: F
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
+7.7%
Fair Value
$74.74
Current Price
$50.13
$24.61 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
Revenue surging 39.3% year-over-year
Areas to Watch
Moderate valuation
Trading at 8.4x book value
Negative free cash flow — burning cash
0.0% earnings growth
Elevated debt levels
Expensive relative to growth rate
Trading at 83.6x book value
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 : RBLX
The strongest argument for RBLX centers on Revenue Growth. Revenue growth of 39.3% demonstrates continued momentum.
Bear Case : GOOG
The primary concerns for GOOG are P/E Ratio, Price/Book, Free Cash Flow.
Bear Case : RBLX
The primary concerns for RBLX are EPS Growth, Debt/Equity, PEG Ratio.
Key Dynamics to Monitor
GOOG profiles as a growth stock while RBLX is a hypergrowth play — different risk/reward profiles.
RBLX carries more volatility with a beta of 1.41 — expect wider price swings.
RBLX is growing revenue faster at 39.3% — sustainability is the question.
RBLX generates stronger free cash flow (596M), providing more financial flexibility.
Bottom Line
GOOG scores higher overall (75/100 vs 36/100), backed by strong 37.9% margins and 21.8% 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 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 →Roblox Corp
COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · USA
Roblox Corporation develops and operates an online entertainment platform. The company is headquartered in San Mateo, California.
Visit Website →Compare with Other INTERNET CONTENT & INFORMATION Stocks
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