WallStSmart

Alphabet Inc Class A (GOOGL)vsPinterest Inc (PINS)

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Smart Verdict

WallStSmart Research — data-driven comparison

Alphabet Inc Class A generates 9559% more annual revenue ($422.50B vs $4.37B). GOOGL leads profitability with a 37.9% profit margin vs 7.6%. PINS appears more attractively valued with a PEG of 0.31. GOOGL earns a higher WallStSmart Score of 76/100 (B+).

GOOGL

Strong Buy

76

out of 100

Grade: B+

Growth: 8.7Profit: 9.5Value: 7.3Quality: 8.0
Piotroski: 4/9Altman Z: 3.91

PINS

Hold

50

out of 100

Grade: D+

Growth: 6.0Profit: 4.5Value: 8.0Quality: 8.5
Piotroski: 4/9Altman Z: 5.38
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GOOGLUndervalued (+43.6%)

Margin of Safety

+43.6%

Fair Value

$631.89

Current Price

$368.53

$263.36 discount

UndervaluedFair: $631.89Overvalued
PINSUndervalued (+66.4%)

Margin of Safety

+66.4%

Fair Value

$56.74

Current Price

$21.42

$35.32 discount

UndervaluedFair: $56.74Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GOOGL6 strengths · Avg: 10.0/10
Market CapQuality
$4.38T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
33.5%10/10

Every $100 of equity generates 33 in profit

Profit MarginProfitability
37.9%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
36.1%10/10

Strong operational efficiency at 36.1%

EPS GrowthGrowth
82.0%10/10

Earnings expanding 82.0% YoY

Free Cash FlowQuality
$10.12B10/10

Generating 10.1B in free cash flow

PINS3 strengths · Avg: 9.3/10
PEG RatioValuation
0.3110/10

Growing faster than its price suggests

Altman Z-ScoreHealth
5.3810/10

Safe zone — low bankruptcy risk

Revenue GrowthGrowth
17.8%8/10

17.8% revenue growth

Areas to Watch

GOOGL2 concerns · Avg: 4.0/10
P/E RatioValuation
27.6x4/10

Moderate valuation

Price/BookValuation
9.3x4/10

Trading at 9.3x book value

PINS4 concerns · Avg: 2.0/10
Profit MarginProfitability
7.6%3/10

7.6% margin — thin

P/E RatioValuation
42.1x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-84.6%2/10

Earnings declined 84.6%

Operating MarginProfitability
-3.3%1/10

Operating margin of -3.3%

Comparative Analysis Report

WallStSmart Research

Bull 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 : PINS

The strongest argument for PINS centers on PEG Ratio, Altman Z-Score, Revenue Growth. Revenue growth of 17.8% demonstrates continued momentum. PEG of 0.31 suggests the stock is reasonably priced for its growth.

Bear Case : GOOGL

The primary concerns for GOOGL are P/E Ratio, Price/Book.

Bear Case : PINS

The primary concerns for PINS are Profit Margin, P/E Ratio, EPS Growth. A P/E of 42.1x leaves little room for execution misses.

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 50/100), backed by strong 37.9% margins and 21.8% revenue growth. PINS offers better value entry with a 66.4% 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.

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Pinterest Inc

COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA

Pinterest, Inc. provides a visual discovery engine in the United States and internationally. The company is headquartered in San Francisco, California.

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