Alphabet's third-quarter results include sales growing 25% to $128 billion. The firm's operating margins expanded 130 basis points to 31.8%. Google Cloud sales grew 103% to $31 billion, and now constitute 24% of the firm's top line, up from 15% a year ago.
Alphabet’s core advertising business is deeply entrenched in advertising budgets, allowing the firm to benefit from a secular increase in digital advertising spending.
While Alphabet is seeking to diversify its business away from search, text-based advertising remains the largest contributor to the firm’s top line, creating a concentration risk.
|
Metric
|
GOOG
|
AMZN
|
MSFT
|
|---|---|---|---|
Price/Earnings (Normalized) | 29.80 | 34.05 | 30.22 |
Price/Book Value | 5.26 | 4.30 | 8.37 |
Price/Sales | 7.37 | 3.33 | 11.40 |
Price/Cash Flow | 16.91 | 13.19 | 20.37 |
|
Metric
|
GOOG
|
AMZN
|
MSFT
|
|---|---|---|---|
Quick Ratio | 2.51 | 0.82 | 0.83 |
Current Ratio | 2.79 | 0.99 | 1.22 |
Interest Coverage | 92.63 | 38.78 | 55.15 |
|
Metric
|
GOOG
|
AMZN
|
MSFT
|
|---|---|---|---|
Return on Assets (Normalized) | 20.58% | 10.05% | 19.01% |
Return on Equity (Normalized) | 30.20% | 20.21% | 32.28% |
Return on Invested Capital (Normalized) | 25.12% | 14.24% | 28.37% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Alphabet Inc Class A
GOOGL
| LOCK|x>Z%K!^ | LOCK|<h | $3T | |||
| Meta Platforms Inc Class A
META
| LOCK|hwB^yJ | LOCK|N<t | $2T | |||
| Tencent Holdings Ltd ADR
TCEHY
| LOCK|B$@hQ^v | LOCK|P! | $433B | |||
| Spotify Technology SA
SPOT
| LOCK|&S%>&^< | LOCK|<?l? | $115B | |||
| Nebius Group NV Shs Class-A-
NBIS
| LOCK|f^>J^& | LOCK|>% | $47B | |||
| Baidu Inc ADR
BIDU
| LOCK|YrKGkH | LOCK|?< | $26B | |||
| Reddit Inc Class A Shares
RDDT
| LOCK|dnNJmw! | LOCK|S!$^& | $25B | |||
| Tencent Music Entertainment Group ADR
TME
| LOCK|QQ%>V& | LOCK|<h^l | $13B | |||
| Pinterest Inc Class A
PINS
| LOCK|@lf!@v | LOCK|csn%D | $11B |
United States