Alphabet Inc Class C (GOOG)vsReddit, Inc. (RDDT)
GOOG
Alphabet Inc Class C
$306.30
-0.19%
COMMUNICATION SERVICES · Cap: $3.74T
RDDT
Reddit, Inc.
$142.79
-1.07%
COMMUNICATION SERVICES · Cap: $26.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 18190% more annual revenue ($402.84B vs $2.20B). GOOG leads profitability with a 32.8% profit margin vs 24.0%. RDDT appears more attractively valued with a PEG of 1.13. RDDT earns a higher WallStSmart Score of 76/100 (B+).
GOOG
Strong Buy69
out of 100
Grade: B-
RDDT
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+39.4%
Fair Value
$505.44
Current Price
$306.30
$199.14 discount
Margin of Safety
-13.6%
Fair Value
$122.62
Current Price
$142.79
$20.17 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
Strong operational efficiency at 32.0%
Revenue surging 69.7% year-over-year
Earnings expanding 247.4% YoY
Safe zone — low bankruptcy risk
Every $100 of equity generates 21 in profit
Keeps 24 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 8.9x book value
Trading at 9.3x book value
Premium valuation, high expectations priced in
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 32.8% and operating margin at 31.6%. Revenue growth of 18.0% demonstrates continued momentum.
Bull Case : RDDT
The strongest argument for RDDT centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 24.0% and operating margin at 32.0%. Revenue growth of 69.7% demonstrates continued momentum.
Bear Case : GOOG
The primary concerns for GOOG are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : RDDT
The primary concerns for RDDT are Price/Book, P/E Ratio. A P/E of 53.4x leaves little room for execution misses.
Key Dynamics to Monitor
RDDT is growing revenue faster at 69.7% — sustainability is the question.
GOOG generates stronger free cash flow (24.6B), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RDDT scores higher overall (76/100 vs 69/100), backed by strong 24.0% margins and 69.7% revenue growth. GOOG offers better value entry with a 39.4% margin of safety. Both earn "Strong Buy" and "Strong 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 →Reddit, Inc.
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Reddit, Inc. operates a website that organizes digital communities. The company is headquartered in San Francisco, California.
Compare with Other INTERNET CONTENT & INFORMATION Stocks
Want to dig deeper into these stocks?