How Does Alphabet Stock Stack Up Against Its Peers?
Alphabet (GOOGL) stock surged 75% over the past year to March 5, 2026, vastly outperforming most mega-cap tech peers. How does it measure up against rivals rapidly scaling in the AI and cloud era? GOOGL shows robust 15.09% revenue growth, strong 32.03% operating margins, and a competitive 27.49 PE ratio. While solid, sustained upside may hinge on its execution amid intense AI and ad market competition.
- GOOGL’s 32.0% operating margin, high yet trailing MSFT’s 46.7%, reflects its ad model’s investment needs versus MSFT’s high-margin enterprise software.
- GOOGL’s 15.1% revenue growth, outpacing AMZN/AAPL but lagging MSFT/META/NFLX, is driven by cloud/AI, while peers face retail costs or device saturation.
- GOOGL’s 74.6% gain and 27.5 PE reflect strong investor optimism in AI integration and cloud momentum, leading to outperformance.
Here’s how Alphabet stacks up across size, valuation, and profitability versus key peers.
| GOOGL | MSFT | AMZN | META | AAPL | NFLX | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 3,632.8 | 3,051.8 | 2,344.8 | 1,667.3 | 3,838.8 | 419.4 |
| Revenue ($ Bil) | 402.8 | 305.5 | 716.9 | 201.0 | 435.6 | 45.2 |
| PE Ratio | 27.5 | 25.6 | 30.2 | 27.6 | 32.6 | 38.2 |
| LTM Revenue Growth | 15.1% | 16.7% | 12.4% | 22.2% | 10.1% | 15.9% |
| LTM Operating Margin | 32.0% | 46.7% | 11.2% | 41.4% | 32.4% | 29.5% |
| LTM FCF Margin | 18.2% | 25.3% | 1.1% | 22.9% | 28.3% | 20.9% |
| 12M Market Return | 74.6% | 3.2% | 5.1% | 0.9% | 10.9% | 0.1% |
For more details on Alphabet, read Buy or Sell GOOGL Stock. Below we compare GOOGL’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
| GOOGL | 15.1% | 15.1% | 13.9% | 8.7% |
| MSFT | 16.7% | 14.9% | 15.7% | 6.9% |
| AMZN | 12.4% | 12.4% | 11.0% | 11.8% |
| META | 22.2% | 22.2% | 21.9% | 15.7% |
| AAPL | 10.1% | 6.4% | 2.0% | -2.8% |
| NFLX | 15.9% | 15.9% | 15.6% | 6.7% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
| GOOGL | 32.0% | 32.0% | 32.1% | 27.4% |
| MSFT | 46.7% | 45.6% | 44.6% | 41.8% |
| AMZN | 11.2% | 11.2% | 10.8% | 6.4% |
| META | 41.4% | 41.4% | 42.2% | 34.7% |
| AAPL | 32.4% | 32.0% | 31.5% | 29.8% |
| NFLX | 29.5% | 29.5% | 26.7% | 20.6% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
| GOOGL | 27.5 | 28.7 | 23.3 | 23.9 |
| MSFT | 25.6 | 35.3 | 35.5 | 38.7 |
| AMZN | 30.2 | 31.7 | 38.8 | 51.5 |
| META | 27.6 | 27.5 | 23.8 | 23.3 |
| AAPL | 32.6 | 36.3 | 41.0 | 31.3 |
| NFLX | 38.2 | 36.3 | 43.9 | 39.8 |
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