Alphabet Inc Class C (GOOG)vsYelp Inc (YELP)
GOOG
Alphabet Inc Class C
$335.45
+1.53%
COMMUNICATION SERVICES · Cap: $4.10T
YELP
Yelp Inc
$21.28
+1.58%
COMMUNICATION SERVICES · Cap: $1.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 30169% more annual revenue ($445.87B vs $1.47B). GOOG leads profitability with a 54.8% profit margin vs 8.6%. YELP appears more attractively valued with a PEG of 0.40. GOOG earns a higher WallStSmart Score of 75/100 (B).
GOOG
Strong Buy75
out of 100
Grade: B
YELP
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+29.4%
Fair Value
$474.89
Current Price
$335.45
$139.44 discount
Margin of Safety
+79.3%
Fair Value
$112.25
Current Price
$21.28
$90.97 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 55 of every $100 in revenue as profit
Strong operational efficiency at 34.0%
Earnings expanding 294.0% YoY
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 20 in profit
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Negative free cash flow — burning cash
1.4% revenue growth
Smaller company, higher risk/reward
Earnings declined 14.9%
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 54.8% and operating margin at 34.0%. Revenue growth of 24.2% demonstrates continued momentum.
Bull Case : YELP
The strongest argument for YELP centers on PEG Ratio, P/E Ratio, Return on Equity. PEG of 0.40 suggests the stock is reasonably priced for its growth.
Bear Case : GOOG
The primary concerns for GOOG are Free Cash Flow.
Bear Case : YELP
The primary concerns for YELP are Revenue Growth, Market Cap, EPS Growth.
Key Dynamics to Monitor
GOOG profiles as a growth stock while YELP is a value play — different risk/reward profiles.
GOOG carries more volatility with a beta of 1.23 — expect wider price swings.
GOOG is growing revenue faster at 24.2% — sustainability is the question.
YELP generates stronger free cash flow (61M), providing more financial flexibility.
Bottom Line
GOOG scores higher overall (75/100 vs 61/100), backed by strong 54.8% margins and 24.2% revenue growth. YELP offers better value entry with a 79.3% 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 →Yelp Inc
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Yelp Inc. operates a platform that connects consumers with local businesses in the United States and internationally. The company is headquartered in San Francisco, California.
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