Alphabet Inc Class C (GOOG)vsStubHub Holdings, Inc. (STUB)
GOOG
Alphabet Inc Class C
$383.82
-0.76%
COMMUNICATION SERVICES · Cap: $4.79T
STUB
StubHub Holdings, Inc.
$7.58
-1.69%
COMMUNICATION SERVICES · Cap: $2.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 24109% more annual revenue ($422.50B vs $1.75B). GOOG leads profitability with a 37.9% profit margin vs -109.2%. GOOG earns a higher WallStSmart Score of 73/100 (B).
GOOG
Strong Buy73
out of 100
Grade: B
STUB
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+2.1%
Fair Value
$405.59
Current Price
$383.82
$21.77 discount
Margin of Safety
-12.5%
Fair Value
$8.40
Current Price
$7.58
$0.82 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 39 in profit
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 36.1%
Earnings expanding 82.0% YoY
Generating 10.1B in free cash flow
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 11.2x book value
0.0% earnings growth
Operating margin of 2.1%
ROE of -115.6% — below average capital efficiency
Revenue declined 15.8%
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 : STUB
The strongest argument for STUB centers on Price/Book.
Bear Case : GOOG
The primary concerns for GOOG are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : STUB
The primary concerns for STUB are EPS Growth, Operating Margin, Return on Equity.
Key Dynamics to Monitor
GOOG profiles as a growth stock while STUB is a turnaround play — different risk/reward profiles.
GOOG is growing revenue faster at 21.8% — sustainability is the question.
GOOG generates stronger free cash flow (10.1B), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GOOG scores higher overall (73/100 vs 32/100), backed by strong 37.9% margins and 21.8% revenue growth. Both earn "Strong Buy" and "Avoid" 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 →StubHub Holdings, Inc.
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
StubHub Holdings, Inc. operates ticketing marketplace for live event tickets globally. The company is headquartered in New York, New York.
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