GOOGL Up 24% in One Month: Is It Outperforming Its Rivals?

GOOGL: Alphabet logo
GOOGL
Alphabet

Here is how Alphabet (GOOGL) stacks up against its peers in size, valuation, growth and margin.

  • GOOGL’s operating margin of 32.7% is high, higher than most peers though lower than MSFT (45.6%).
  • GOOGL’s revenue growth of 13.1% in the last 12 months is strong, outpacing AAPL, AMZN but lagging MSFT, META, Z.
  • GOOGL gained 60.5% in the past year and trades at a PE of 26.4, outperforming its peers.

As a quick background, Alphabet provides diverse products and services including ads, Android, Chrome, hardware, cloud solutions, health technology, and internet services across various segments.

  GOOGL MSFT AAPL AMZN META Z
Market Cap ($ Bil) 3,050.0 3,829.1 3,527.5 2,461.7 1,932.4 21.0
Revenue ($ Bil) 371.4 281.7 408.6 670.0 170.4 2.4
PE Ratio 26.4 37.6 35.5 34.9 29.0 -338.8
LTM Revenue Growth 13.1% 14.9% 6.0% 10.9% 19.4% 15.3%
LTM Operating Margin 32.7% 45.6% 31.9% 11.4% 42.9% -5.6%
LTM FCF Margin 18.0% 25.4% 23.5% 2.0% 30.7% 9.0%
12M Market Return 60.5% 20.6% 6.9% 24.1% 46.3% 45.8%

Why does this matter? GOOGL just went up 24.1% in a month – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell GOOGL Stock to see if Alphabet holds up as a quality investment.

While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.

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Revenue Growth Comparison

  LTM 2025 2024 2023 2022
GOOGL 13.1% 13.9% 8.7% 9.8%
MSFT 14.9% 14.9% 15.7% 6.9%  
AAPL 6.0% 2.0% -2.8% 7.8%
AMZN 10.9% 11.0% 11.8% 9.4%
META 19.4% 21.9% 15.7% -1.1%
Z 15.3% 15.0% -0.7% -8.2%

Operating Margin Comparison

  LTM 2025 2024 2023 2022
GOOGL 32.7% 32.1% 27.4% 26.5%
MSFT 45.6% 45.6% 44.6% 41.8%  
AAPL 31.9% 31.5% 29.8% 30.3%
AMZN 11.4% 10.8% 6.4% 2.4%
META 42.9% 42.2% 34.7% 24.8%
Z -5.6% -8.5% -12.7% -3.5%

PE Ratio Comparison

  LTM 2025 2024 2023 2022
GOOGL 26.4 23.3 23.9 19.2
MSFT 37.6 30.8 31.7 24.7  
AAPL 35.5 41.0 31.3 21.1
AMZN 34.9 38.8 51.5 -314.4
META 29.0 23.8 23.3 13.9
Z -338.8 -154.8 -85.5 -77.2

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.