Alphabet Inc Class C (GOOG)vsYelp Inc (YELP)
GOOG
Alphabet Inc Class C
$333.68
-0.62%
COMMUNICATION SERVICES · Cap: $4.17T
YELP
Yelp Inc
$27.92
+1.90%
COMMUNICATION SERVICES · Cap: $1.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 28683% more annual revenue ($422.50B vs $1.47B). GOOG leads profitability with a 37.9% profit margin vs 9.5%. 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
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
+79.2%
Fair Value
$111.68
Current Price
$27.92
$83.76 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
Growing faster than its price suggests
Every $100 of equity generates 20 in profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Trading at 8.4x book value
Negative free cash flow — burning cash
0.8% revenue growth
Smaller company, higher risk/reward
Earnings declined 16.7%
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 : YELP
The strongest argument for YELP centers on PEG Ratio, Return on Equity, Debt/Equity. PEG of 0.40 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 : 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 1.25 — expect wider price swings.
GOOG is growing revenue faster at 21.8% — sustainability is the question.
YELP generates stronger free cash flow (45M), providing more financial flexibility.
Bottom Line
GOOG scores higher overall (75/100 vs 58/100), backed by strong 37.9% margins and 21.8% revenue growth. YELP offers better value entry with a 79.2% 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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