Alphabet Inc Class A (GOOGL)vsZiff Davis Inc (ZD)
GOOGL
Alphabet Inc Class A
$384.80
+9.96%
COMMUNICATION SERVICES · Cap: $4.66T
ZD
Ziff Davis Inc
$45.76
-2.14%
COMMUNICATION SERVICES · Cap: $1.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class A generates 27658% more annual revenue ($402.84B vs $1.45B). GOOGL leads profitability with a 32.8% profit margin vs 3.3%. ZD appears more attractively valued with a PEG of 1.53. GOOGL earns a higher WallStSmart Score of 70/100 (B).
GOOGL
Strong Buy70
out of 100
Grade: B
ZD
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.8%
Fair Value
$618.76
Current Price
$384.80
$233.96 discount
Margin of Safety
+77.5%
Fair Value
$139.51
Current Price
$45.76
$93.75 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 36 in profit
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 31.6%
Generating 10.1B in free cash flow
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Strong operational efficiency at 21.2%
Areas to Watch
Moderate valuation
Trading at 11.2x book value
Expensive relative to growth rate
Expensive relative to growth rate
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 2.7% — below average capital efficiency
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 32.8% and operating margin at 31.6%. Revenue growth of 18.0% demonstrates continued momentum.
Bull Case : ZD
The strongest argument for ZD centers on Price/Book, Operating Margin.
Bear Case : GOOGL
The primary concerns for GOOGL are P/E Ratio, Price/Book, PEG Ratio.
Bear Case : ZD
The primary concerns for ZD are PEG Ratio, Altman Z-Score, Market Cap. A P/E of 40.7x leaves little room for execution misses. Thin 3.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
GOOGL profiles as a growth stock while ZD is a value play — different risk/reward profiles.
GOOGL carries more volatility with a beta of 1.13 — expect wider price swings.
GOOGL is growing revenue faster at 18.0% — sustainability is the question.
GOOGL generates stronger free cash flow (10.1B), providing more financial flexibility.
Bottom Line
GOOGL scores higher overall (70/100 vs 48/100), backed by strong 32.8% margins and 18.0% revenue growth. ZD offers better value entry with a 77.5% 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 →Ziff Davis Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
J2 Global, Inc. provides Internet services worldwide. The company is headquartered in Los Angeles, California.
Visit Website →Compare with Other INTERNET CONTENT & INFORMATION Stocks
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