Alphabet Inc Class A (GOOGL)vsMediaAlpha Inc. (MAX)
GOOGL
Alphabet Inc Class A
$368.53
+0.53%
COMMUNICATION SERVICES · Cap: $4.38T
MAX
MediaAlpha Inc.
$8.29
-6.64%
COMMUNICATION SERVICES · Cap: $490.34M
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class A generates 36344% more annual revenue ($422.50B vs $1.16B). GOOGL leads profitability with a 37.9% profit margin vs 3.4%. MAX trades at a lower P/E of 14.2x. GOOGL earns a higher WallStSmart Score of 76/100 (B+).
GOOGL
Strong Buy76
out of 100
Grade: B+
MAX
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+43.6%
Fair Value
$631.89
Current Price
$368.53
$263.36 discount
Margin of Safety
+57.9%
Fair Value
$18.23
Current Price
$8.29
$9.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 33 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
Earnings expanding 1412.0% YoY
Attractively priced relative to earnings
17.3% revenue growth
Areas to Watch
Moderate valuation
Trading at 9.3x book value
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
3.4% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : GOOGL
The strongest argument for GOOGL 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 : MAX
The strongest argument for MAX centers on EPS Growth, P/E Ratio, Revenue Growth. Revenue growth of 17.3% demonstrates continued momentum.
Bear Case : GOOGL
The primary concerns for GOOGL are P/E Ratio, Price/Book.
Bear Case : MAX
The primary concerns for MAX are Market Cap, Return on Equity, Profit Margin. Debt-to-equity of 3.74 is elevated, increasing financial risk. Thin 3.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
GOOGL carries more volatility with a beta of 1.27 — expect wider price swings.
GOOGL is growing revenue faster at 21.8% — sustainability is the question.
GOOGL generates stronger free cash flow (10.1B), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GOOGL scores higher overall (76/100 vs 46/100), backed by strong 37.9% margins and 21.8% revenue growth. MAX offers better value entry with a 57.9% margin of safety. 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 A
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 →MediaAlpha Inc.
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
MediaAlpha, Inc., operates an insurance customer acquisition platform in the United States. The company is headquartered in Los Angeles, California.
Visit Website →Compare with Other INTERNET CONTENT & INFORMATION Stocks
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