The Google AI Studio application is displayed on a mobile phone with Google in the background, in this photo illustration in Brussels, Belgium, on October 26, 2025. (Photo by Jonathan Raa/NurPhoto via Getty Images)
NurPhoto via Getty Images
Alphabet stock (NASDAQ: GOOGL) has surged 11% in a week, fueled by a blowout Q3 2025 earnings report that exceeded analyst expectations, significant analyst upgrades, and strong momentum across its AI and cloud services.
Following this substantial rally, it is crucial to reassess Google’s position relative to its key competitors. As a fundamental part of a prudent investment strategy, this comparative evaluation will analyze GOOGL stock against its peers across critical metrics: size, valuation, growth, and margins.
- GOOGL’s operating margin of 32.2% is elevated, surpassing most peers, although it is below MSFT (46.3%).
- GOOGL’s revenue growth of 13.4% over the last 12 months is robust, exceeding AAPL and AMZN, but falling behind MSFT, META, and Z.
- GOOGL has increased by 62.1% in the past year and currently has a PE of 27.4, outperforming its competitors.
For context, Alphabet offers a wide range of products and services, including advertisements, Android, Chrome, hardware, cloud solutions, health technology, and internet services across numerous segments.
That being said, if you seek an upside with less volatility than holding an individual stock like GOOGL, consider the High Quality Portfolio. It has comfortably outperformed its benchmark—a combination of the S&P 500, Russell, and S&P MidCap indexes—and has achieved returns exceeding 105% since its inception. 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.
GOOGL Stock vs. Peers
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Why does this matter? GOOGL just rose by 14.9% in a month – peer comparison places stock performance, valuation, and financials into perspective – highlighting whether it is genuinely outperforming, lagging, and ultimately – can this trend persist? Read Buy or Sell GOOGL Stock to determine if Alphabet remains a solid investment.
Revenue Growth Comparison
Revenue Growth Comparison
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Operating Margin Comparison
Operating Margin Comparison
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PE Ratio Comparison
PE Ratio Comparison
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Investing in a single stock without comprehensive analysis can be risky. Consider the Trefis Reinforced Value (RV) Portfolio, which has outperformed its all-cap stocks benchmark (combination of the S&P 500, S&P mid-cap, and Russell 2000 benchmark indices) to produce strong returns for investors. Why is that? The quarterly rebalanced mix of large-, mid-, and small-cap RV Portfolio stocks provided a responsive way to make the most of upbeat market conditions while limiting losses when markets head south, as detailed in RV Portfolio performance metrics.