Alphabet Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Alphabet Inc (GOOGL) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Alphabet Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 471,097M vs 21,423M combined for tracked competitors (95.7% combined share).
- Scale: Alphabet Inc ranks #1 of 93 companies by market capitalization in the Internet Services & Social Media industry, holding 100.0% of industry market cap.
- Peer differentiation: Revenue per employee of $10.19M compares with $0.62M for the peer group (16.4x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
Alphabet Inc vs. its Competitors, Q3 2026
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Alphabet Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Alphabet Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Alphabet Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (27) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (3) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Alphabet Inc's competitor groups requires a Commercial License.
Alphabet Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Alphabet Inc | Yes | Yes | Yes | No |
| Competitors combined (16) | ||||
| High-Confidence Competitors (127) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 87.50 % (7 of 8) | 12.50 % (1 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
GOOGL Stock Performance relative to its Competitors
GOOGL Stock Performance relative to High-Confidence Competitors
GOOGL Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Ringcentral Inc | 282.9% | Outperformed |
| 2 | Fastly Inc | 282.9% | Outperformed |
| 3 | Electrocore Inc | 282.9% | Outperformed |
| 4 | Palo Alto Networks Inc | 282.9% | Outperformed |
| 5 | 8x8 Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Alphabet Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Alphabet Inc's Comment on Competition and Industry Peers
General purpose search engines and information services, such as Baidu, Microsofts Bing, Naver, Seznam, Verizons Yahoo, and Yandex.
Vertical search engines and e-commerce websites, such as Amazon and eBay (e-commerce), Bookings Kayak (travel queries), Microsofts LinkedIn (job queries), and WebMD (health queries). Some users will navigate directly to such content, websites, and apps rather than go through Google.
Social networks, such as Facebook, Snapchat, and Twitter. Some users increasingly rely on social networks for product or service referrals, rather than seeking information through traditional search engines.
Other forms of advertising, such as billboards, magazines, newspapers, radio, and television. Our advertisers typically advertise in multiple media, both online and offline.
Other online advertising platforms and networks, including Amazon, AppNexus, Criteo, and Facebook, that compete for advertisers that use Google Ads, our primary auction-based advertising platform.
Providers of digital video services, such as Amazon, Apple, AT&T, Disney, Facebook, Hulu, Netflix and TikTok.
In businesses that are further afield from our advertising business, we compete with companies that have longer operating histories and more established relationships with customers and users. We face competition from:
Other digital content and application platform providers, such as Amazon and Apple.
Companies that design, manufacture, and market consumer hardware products, including businesses that have developed proprietary platforms.
Providers of enterprise cloud services, including Alibaba, Amazon, and Microsoft.
Digital assistant providers, such as Amazon and Apple.
Competing successfully depends heavily on our ability to deliver and distribute innovative products and technologies to the marketplace across our businesses. Specifically, for advertising, competing successfully depends on attracting and retaining:
Users, for whom other products and services are literally one click away, largely on the basis of the relevance of our advertising, as well as the general usefulness, security and availability of our products and services.
Advertisers, primarily based on our ability to generate sales leads, and ultimately customers, and to deliver their advertisements in an efficient and effective manner across a variety of distribution channels.
Content providers, primarily based on the quality of our advertiser base, our ability to help these partners generate revenues from advertising, and the terms of our agreements with them.
Publicly Traded Peers of Alphabet Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Alphabet Inc | 3,494,825.76 | 471,097.00 |
| Palo Alto Networks Inc | 240,407.88 | 11,480.00 |
| Atlassian Corporation | 47,685.28 | 6,569.93 |
| The New York Times Company | 10,690.66 | 2,977.83 |
| Snap Inc | 8,450.32 | 6,351.08 |
| Ringcentral Inc | 6,517.77 | 2,622.35 |
| SUBTOTAL | 3,817,541.78 | 523,264.75 |
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Sources: Alphabet Inc's official press releases and company reports; CSIMarket.com's market research; and the company reports and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Alphabet Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Alphabet Inc's Competitors Named by the Company
Competitive relationships identified from Alphabet Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Criteo S a | Company report | 85% |
| New Relic Inc | Company report | 85% |
| Sentinelone Inc | Company report | 85% |
| Baidu Inc | Company report | 85% |
| Unity Software Inc | Company report | 85% |
| Applovin Corporation | Company report | 85% |
| Teads Holding Co | Company report | 85% |
| Innovid Corp | Company report | 85% |
| Coursera Inc | Company report | 85% |
| Nutanix Inc | Company report | 85% |
| Sonos Inc | Company report | 85% |
| Glidelogic Corp. | Company report | 85% |
| Box Inc | Company report | 85% |
| Iren Limited | Company report | 85% |
| Fossil Group inc | Company report | 85% |
| Gen Digital Inc | Company report | 85% |
| Gloo Holdings Inc | Company report | 85% |
| Appsoft Technologies Inc | Company report | 85% |
| Zspace Inc | Company report | 85% |
| Tucows Inc | Company report | 85% |
| Forrester Research Inc | Company report | 85% |
| Grupo Televisa S a b | Company report | 85% |
| Eva Live Inc | Company report | 85% |
| Urban One Inc | Company report | 85% |
| Healthlynked Corp | Company report | 85% |
| Qualys Inc | Company report | 85% |
| Docebo Inc | Company report | 85% |
| Webtoon Entertainment Inc | Company report | 85% |
| The Arena Group Holdings Inc | Company report | 85% |
| Sirius Xm Holdings Inc | Company report | 85% |
| System1 Inc | Company report | 85% |
| Pagseguro Digital Ltd | Company report | 85% |
| Zoominfo Technologies Inc | Company report | 85% |
| Professional Diversity Network Inc | Company report | 85% |
| Verisign Inc | Company report | 85% |
| Redcloud Holdings Plc | Company report | 85% |
| Wm Technology Inc | Company report | 85% |
| Xunlei Ltd | Company report | 85% |
| Doubleverify Holdings Inc | Company report | 85% |
| Gopro Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Alphabet Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from Alphabet Inc reports (named-competitor disclosures) and corroborating sources. Confidence reflects evidence strength.
Alphabet Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| The New York Times Company | Reportable 100.00 % |
| Snap Inc | Reportable 100.00 % |
| Ringcentral Inc | Reportable 100.00 % |
| Yelp Inc | Reportable 100.00 % |
| Adapthealth Corp | Sleep Health 52.82 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Alphabet Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Alphabet Inc | 3,494,826 | 10,191,610 | 5,098,953 |
| Palo Alto Networks Inc | 240,408 | 523,699 | 14,005 |
| Atlassian Corporation | 47,685 | 493,943 | -4,047 |
| The New York Times Company | 10,691 | 496,304 | 65,471 |
| Snap Inc | 8,450 | 1,207,201 | -59,160 |
| Ringcentral Inc | 6,518 | 355,428 | 89,780 |
| PEERS TOTAL | 322,716 | 622,030 | 8,444 |
Alphabet Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Palo Alto Networks Inc | United States 61.76 % |
| Atlassian Corporation | United States 42.00 % |
| Snap Inc | North America 56.59 % |
| Fastly Inc | United States 69.54 % |
| Yelp Inc | United States 99.45 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Alphabet Inc's Strategic Group Map
Every company in Alphabet Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Alphabet Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Alphabet Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Alphabet Inc falls in the Medium attractiveness / High strength cell: Invest / Grow.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Alphabet Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Market leader by capitalization in its industry (#1 of 0, 100.00 % share).
Weaknesses
- Underperforming the U.S.A. 500 over the trailing 12 months.
Opportunities
No rule matched.
Threats
No rule matched.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Alphabet Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Alphabet Inc | 0.63 | 2.40 | 0.16 |
| Palo Alto Networks Inc | 0.30 | 0.91 | 0.04 |
| Atlassian Corporation | 0.56 | 0.98 | 0.85 |
| The New York Times Company | 0.37 | 1.56 | - |
| Snap Inc | 0.78 | 3.40 | 1.68 |
| Ringcentral Inc | 0.15 | 0.92 | - |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Alphabet Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Alphabet Inc | Q3 2026 | +24.7 % | -24.3 % |
| Palo Alto Networks Inc | Q2 2026 | +34.4 % | - |
| Atlassian Corporation | Q2 2026 | +27.6 % | - |
| The New York Times Company | Q2 2026 | +11.2 % | +12.6 % |
| Snap Inc | Q2 2026 | +18.9 % | - |
| Ringcentral Inc | Q3 2026 | +5.9 % | +3,144.5 % |
| PEERS TOTAL | +23.5 % | -23.9 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Alphabet Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Alphabet Inc | Q3 2026 | +24.3 % | +114.4 % |
| Palo Alto Networks Inc | Q2 2026 | +62.9 % | +19.4 % |
| Atlassian Corporation | Q2 2026 | +1.5 % | -8.6 % |
| The New York Times Company | Q2 2026 | +8.6 % | -2.2 % |
| Snap Inc | Q2 2026 | +2.2 % | -13.9 % |
| Ringcentral Inc | Q3 2026 | +1.0 % | +5.9 % |
Alphabet Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Alphabet Inc | 29.24% | 34.26% | 42.62% |
| Palo Alto Networks Inc | 0.87% | 0.81% | 1.71% |
| Atlassian Corporation | - | - | - |
| The New York Times Company | 13.40% | 18.80% | 19.47% |
| Snap Inc | - | - | - |
| Ringcentral Inc | 43.02% | 75.92% | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Alphabet Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Alphabet Inc | 14.75 | 7.42 |
| Palo Alto Networks Inc | 642.18 | 20.94 |
| Atlassian Corporation | - | 7.26 |
| The New York Times Company | 27.34 | 3.59 |
| Snap Inc | - | 1.33 |
| Ringcentral Inc | 9.85 | 2.49 |
| PEERS AVERAGE | 16.15 | 7.30 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.