Alphabet Inc Class A (GOOGL)vsZillow Group Inc (ZG)
GOOGL
Alphabet Inc Class A
$338.50
+1.77%
COMMUNICATION SERVICES · Cap: $4.14T
ZG
Zillow Group Inc
$33.23
+4.23%
COMMUNICATION SERVICES · Cap: $7.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class A generates 15767% more annual revenue ($445.87B vs $2.81B). GOOGL leads profitability with a 54.8% profit margin vs 2.0%. ZG appears more attractively valued with a PEG of 0.92. GOOGL earns a higher WallStSmart Score of 76/100 (B+).
GOOGL
Strong Buy76
out of 100
Grade: B+
ZG
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+48.8%
Fair Value
$661.47
Current Price
$338.50
$322.97 discount
Margin of Safety
+90.0%
Fair Value
$450.42
Current Price
$33.23
$417.19 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
Earnings expanding 533.0% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
17.9% revenue growth
Areas to Watch
Negative free cash flow — burning cash
ROE of 1.4% — below average capital efficiency
2.0% margin — thin
Operating margin of 4.7%
Premium valuation, high expectations priced in
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 54.8% and operating margin at 34.0%. Revenue growth of 24.2% demonstrates continued momentum.
Bull Case : ZG
The strongest argument for ZG centers on EPS Growth, Altman Z-Score, Debt/Equity. Revenue growth of 17.9% demonstrates continued momentum. PEG of 0.92 suggests the stock is reasonably priced for its growth.
Bear Case : GOOGL
The primary concerns for GOOGL are Free Cash Flow.
Bear Case : ZG
The primary concerns for ZG are Return on Equity, Profit Margin, Operating Margin. A P/E of 143.6x leaves little room for execution misses. Thin 2.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
ZG carries more volatility with a beta of 1.98 — expect wider price swings.
GOOGL is growing revenue faster at 24.2% — sustainability is the question.
ZG generates stronger free cash flow (-23M), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GOOGL scores higher overall (76/100 vs 60/100), backed by strong 54.8% margins and 24.2% revenue growth. ZG offers better value entry with a 90.0% 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 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 →Zillow Group Inc
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Zillow Group, Inc., a digital real estate company, operates real estate brands on mobile apps and websites in the United States. The company is headquartered in Seattle, Washington.
Visit Website →Compare with Other INTERNET CONTENT & INFORMATION Stocks
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