Alphabet Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Alphabet Inc (GOOG) 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 1,553,908M combined for its competitors (23.3% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+8.3% annualized vs trailing 12 months), vs accelerating (+3.1%) for its tracked peer group.
- Growth: Alphabet Inc generated 24.7% revenue growth year over year in Q3 2026, vs 14.5% for its competitors combined.
- Profitability: Its 20.8% net margin compares with 18.2% for the peer group.
- Peer revenue share: Alphabet Inc accounted for 24.2% of combined revenue among its tracked peer group, up from 22.6% a year earlier.
- Peer differentiation: Revenue per employee of $10.19M compares with $0.96M for the peer group (10.7x).
- Structure: Alphabet Inc operates in the following segments: Google Services, Google Cloud, Other Operating.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
GOOG Sales vs. its Competitors, Q3 2026
Alphabet Inc reported revenue growth of 24.65 % year on year in Q3 2026, above its competitors' combined revenue growth of 14.50 %.
With a net margin of 20.75 %, Alphabet Inc achieved higher profitability than its competitors (18.15 %).
Alphabet Inc generated 24.15 % of the combined sales of its peer group, up from 22.63 % a year earlier.
Alphabet Inc vs. its Competitors, Q3 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
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 (15) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (1) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Alphabet Inc's competitor groups requires a Commercial License.
For context: the Internet Services & Social Media industry grew revenue 19.3% year over year, combined, vs 24.7% for Alphabet Inc. Alphabet Inc's share of combined industry revenue moved from 36.61% to 38.26%, a gain of 1.65 percentage points.
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 (106) | ||||
| High-Confidence Competitors (180) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 25.00 % (2 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.
GOOG Stock Performance relative to its Competitors
GOOG Stock Performance relative to High-Confidence Competitors
GOOG 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 | Fastly Inc | 282.9% | Outperformed |
| 2 | Ringcentral Inc | 282.9% | Outperformed |
| 3 | Digitalocean Holdings Inc | 282.9% | Outperformed |
| 4 | Butler National Corp | 282.9% | Outperformed |
| 5 | Stagwell Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Alphabet Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Alphabet Inc's Comment on Competition and Industry Peers
General purpose search engines, such as Yahoo and Microsoft’s Bing.
Vertical search engines and e-commerce websites, such as Kayak (travel queries),
Monster.com (job queries), WebMD (health queries), and Amazon.com and eBay (e-commerce).
Some users will navigate directly to such websites rather than go through Google.
Social networks, such as Facebook and Twitter. Some users are relying more on
social networks for product or service referrals, rather than seeking information
through general purpose search engines.
Other forms of advertising, such as television, radio, newspapers, magazines,
billboards, and yellow pages, for ad dollars. Our advertisers typically advertise
in multiple media, both online and offline.
Mobile applications on iPhone and Android devices, which allow users to access
information directly from a publisher without using search engines.
Providers of online products and services. A number of our online products and
services, including Gmail, YouTube, and Google Docs, compete directly with new
and established companies, which offer communication, information, and entertainment
services integrated into their products or media properties.
We compete to attract and retain users, for whom other products and services
are literally one click away, primarily on the basis of the relevance and usefulness
of our search results and the features, availability, and ease of use of our
products and services.
We also compete to attract and retain content providers (Google Network Members,
as well as other content providers for whom we distribute or license content),
primarily based on the size and 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 |
3,441,024.96 | 471,097.00 |
 Apple Inc |
5,071,118.79 | 466,823.00 |
 Microsoft Corporation |
3,886,141.86 | 346,445.00 |
 Amazon com Inc |
2,626,785.15 | 798,097.00 |
 Meta Platforms Inc |
1,582,369.27 | 241,607.00 |
 Taboola com Ltd |
1,009,676.42 | 1,960.73 |
| SUBTOTAL | 19,403,117.07 | 2,883,145.73 |
Sign in to see all competitors of Alphabet Inc .
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 |
|---|---|---|
| Fastly Inc | Company report | 85% |
| Criteo S a | Company report | 85% |
| Atlassian Corporation | Company report | 85% |
| Backblaze Inc | Company report | 85% |
| The New York Times Company | Company report | 85% |
| Snap One Holdings Corp | Company report | 85% |
| New Relic Inc | Company report | 85% |
| Sentinelone Inc | Company report | 85% |
| Coursera Inc | Company report | 85% |
| Sonos Inc | Company report | 85% |
| Applovin Corporation | Company report | 85% |
| Snap Inc | Company report | 85% |
| Unity Software Inc | Company report | 85% |
| Baidu Inc | Company report | 85% |
| Teads Holding Co | Company report | 85% |
| Innovid Corp | Company report | 85% |
| Nextdoor Holdings Inc | Company report | 85% |
| Skillz Inc | Company report | 85% |
| Nutanix Inc | Company report | 85% |
| Snowflake Inc | Company report | 85% |
| Datadog Inc | Company report | 85% |
| Elastic N v | Company report | 85% |
| Zoom Communications Inc | Company report | 85% |
| Arlo Technologies Inc | Company report | 85% |
| Digitalocean Holdings Inc | Company report | 85% |
| Versus Systems Inc | Company report | 85% |
| Vizio Holding Corp | Company report | 85% |
| Ooma Inc | Company report | 85% |
| Domo Inc | Company report | 85% |
| Digital Turbine Inc | Company report | 85% |
| Movano Inc | Company report | 85% |
| BIOREGENX, INC. | Company report | 85% |
| Eventbrite Inc | Company report | 85% |
| Nebius Group n v | Company report | 85% |
| Smartrent Inc | Company report | 85% |
| YNDX | Company report | 85% |
| Dhi Group Inc | Company report | 85% |
| Direct Digital Holdings Inc | Company report | 85% |
| Jfrog Ltd | Company report | 85% |
| Match Group Inc | Company report | 85% |
| Beasley Broadcast Group Inc | Company report | 85% |
| Ziff Davis Inc | Company report | 85% |
| Hashicorp Inc | Company report | 85% |
| Calix Inc | Company report | 85% |
| Trump Media and Technology Group Corp | Company report | 85% |
| KIND | Company report | 85% |
| Paltalk Inc | Company report | 85% |
| Opera Ltd | Company report | 85% |
| Semrush Holdings Inc | Company report | 85% |
| Twitter Inc. | Company report | 85% |
| Alarm com Holdings Inc | Company report | 85% |
| Aiadvertising Inc | Company report | 85% |
| Marin Software Incorporated | Company report | 85% |
| Talend S a | Company report | 85% |
| Adeia Inc | Company report | 85% |
| Gen Digital Inc | Company report | 85% |
| Fossil Group inc | Company report | 85% |
| Iren Limited | Company report | 85% |
| Box Inc | Company report | 85% |
| Glidelogic Corp. | Company report | 85% |
| Gloo Holdings Inc | Company report | 85% |
| Forrester Research Inc | Company report | 85% |
| Pc Connection Inc | Company report | 85% |
| Quantum X Labs Inc | Company report | 85% |
| Grupo Televisa S a b | Company report | 85% |
| Urban One Inc | Company report | 85% |
| Pagseguro Digital Ltd | Company report | 85% |
| Vsee Health Inc | Company report | 85% |
| Xunlei Ltd | Company report | 85% |
| System1 Inc | Company report | 85% |
| F5 Inc | Company report | 85% |
| Tucows Inc | Company report | 85% |
| Wm Technology Inc | Company report | 85% |
| Carvana Co | Company report | 85% |
| Amplitude Inc | Company report | 85% |
| Eva Live Inc | Company report | 85% |
| Sirius Xm Holdings Inc | Company report | 85% |
| Verisign Inc | Company report | 85% |
| Perion Network Ltd | Company report | 85% |
| Professional Diversity Network Inc | Company report | 85% |
| Doubleverify Holdings Inc | Company report | 85% |
| Zepp Health Corp | Company report | 85% |
| Evotec Se | Company report | 85% |
| Siyata Mobile Inc | Company report | 85% |
| Tegna Inc | Company report | 85% |
| Ambow Education Holding Ltd | Company report | 85% |
| Dropbox Inc | Company report | 85% |
| Sharonai Holdings Inc | Company report | 85% |
| Nerdwallet Inc | Company report | 85% |
| Couchbase Inc | Company report | 85% |
| Zoominfo Technologies Inc | Company report | 85% |
| Viant Technology Inc | Company report | 85% |
| Pinterest Inc | Company report | 85% |
| Comcast corporation | Company report | 85% |
| Qualys Inc | Company report | 85% |
| Marriott International Inc | Company report | 85% |
| Zspace Inc | Company report | 85% |
| Agba Acquisition Ltd | Company report | 85% |
| Getty Images Holdings Inc | Company report | 85% |
| Gopro Inc | Company report | 85% |
| Appsoft Technologies Inc | Company report | 85% |
| Healthlynked Corp | Company report | 85% |
| Izea Worldwide Inc | Company report | 85% |
| Spotify Technology S a | Company report | 85% |
| Brag House Holdings, Inc. | Company report | 85% |
| Chegg Inc | Company report | 85% |
| ZI | Company report | 85% |
| Cerence Inc | Company report | 85% |
| Redcloud Holdings Plc | Company report | 85% |
| Cf Acquisition Corp Vi | Company report | 85% |
| Amc Robotics Corporation | Company report | 85% |
| VBIX | Company report | 85% |
| Docebo Inc | Company report | 85% |
| Shenandoah Telecommunications Company | Company report | 85% |
| The Arena Group Holdings Inc | Company report | 85% |
| OneMeta Inc. | Company report | 85% |
| Hyatt Hotels Corporation | Company report | 85% |
| Picocela Inc | Company report | 85% |
| Webtoon Entertainment Inc | Company report | 85% |
| Liberty Global Ltd | Company report | 85% |
| The Glimpse Group Inc | Company report | 85% |
| Datchat Inc | Company report | 85% |
| OB | Company report | 85% |
| Smartsheet Inc | Company report | 85% |
| Booking Holdings Inc | Company report | 85% |
| Pixie Dust Technologies Inc | Company report | 85% |
| Adt Inc | Company report | 85% |
| Beamr Imaging Ltd | Company report | 85% |
| Wearable Devices Ltd | Company report | 85% |
| Society Pass Incorporated | Company report | 85% |
| Godaddy Inc | Company report | 85% |
| Taoweave Inc | Company report | 85% |
| OBLG | Company report | 85% |
| VRAR | Company report | 85% |
| Shutterstock inc | Company report | 85% |
| Fubotv Inc | Company report | 85% |
| Metalert Inc | Company report | 85% |
| Vimeo Inc | Company report | 85% |
| Synchronoss Technologies Inc | Company report | 85% |
| Wideopenwest Inc | Company report | 85% |
| Doximity Inc | Company report | 85% |
| BMP AI Technologies, Inc. | Company report | 85% |
| Ionq Inc | Company report | 85% |
| Data Storage Corporation | Company report | 85% |
| Podcastone Inc | Company report | 85% |
| Remark Holdings Inc | Company report | 85% |
| Liberty Media Corporation | Company report | 85% |
| Grom Social Enterprises Inc | Company report | 85% |
| Dariohealth Corp | Company report | 85% |
| Rigetti Computing Inc | Company report | 85% |
| Bubblr Inc. | Company report | 85% |
| Vado Corp | Company report | 85% |
| TRANSUITE.ORG INC. | Company report | 85% |
| Comscore Inc | Company report | 85% |
| Anghami Inc | Company report | 85% |
| Powerschool Holdings Inc | Company report | 85% |
| Spectral Capital Corporation | Company report | 85% |
| Activision Blizzard inc | Company report | 85% |
| Vmware Inc | Company report | 85% |
| MINM | Company report | 85% |
| RSTN | Company report | 85% |
| Giftify Inc | Company report | 85% |
| Informatica Inc | Company report | 85% |
| Fiee Inc | Company report | 85% |
| Electronic Arts Inc | Company report | 85% |
| Vroom Inc | Company report | 85% |
| Semtech Corp | Company report | 85% |
| Cars com Inc | Company report | 85% |
| Propertyguru Group Limited | Company report | 85% |
| Travelzoo | Company report | 85% |
| Vacasa Inc | Company report | 85% |
| Logiq Inc | Company report | 85% |
| Citrix Systems Inc. | Company report | 85% |
| Luminar Technologies Inc | Company report | 85% |
| Doordash Inc | Company report | 85% |
| Commvault Systems Inc | Company report | 85% |
| Nixxy Inc | Company report | 85% |
| Iac Inc | Company report | 85% |
| Telenav Inc | Company report | 85% |
| Public Storage | Company report | 85% |
| RCRT | Company report | 85% |
| MICS | Company report | 85% |
| Csg Systems International Inc | Company report | 85% |
| Algorhythm Holdings Inc | Company report | 85% |
| Proofpoint inc | Company report | 85% |
| Liveone Inc | Company report | 85% |
| Synacor Inc | Company report | 85% |
| Ringcentral Inc | Company report | 85% |
| 8x8 Inc | Company report | 85% |
| Cerevel Therapeutics Holdings Inc | Company report | 85% |
| Mimecast Limited | Company report | 85% |
| Adapthealth Corp | Company report | 85% |
| Sonic Automotive Inc | Company report | 85% |
| Electrocore Inc | Company report | 85% |
| Unusual Machines Inc | Company report | 85% |
| Palo Alto Networks Inc | Company report | 85% |
| Yelp Inc | Company report | 85% |
| Nuance Communications Inc | Company report | 85% |
| Roblox Corporation | Company report | 85% |
| Cloudflare Inc | Company report | 85% |
| Meta Platforms Inc | Company report | 85% |
| Mongodb Inc | Company report | 85% |
| Wpp Plc | Company report | 85% |
| Liberty Tripadvisor Holdings inc | Company report | 85% |
| Samsung Electronics Co Ltd | Company report | 85% |
| Confluent Inc | Company report | 85% |
| Zscaler Inc | Company report | 85% |
| Microsoft Corporation | Company report | 85% |
| Netease Inc | Company report | 85% |
| Adtheorent Holding Company Inc | Company report | 85% |
| Magnite Inc | Company report | 85% |
| Taboola com Ltd | Company report | 85% |
| Tripadvisor Inc | Company report | 85% |
| News Corporation | Company report | 85% |
| Amazon com Inc | Company report | 85% |
| Trade Desk Inc | Company report | 85% |
| Kaltura Inc | Company report | 85% |
| Apple Inc | Company report | 85% |
| Pubmatic Inc | Company report | 85% |
| Palantir Technologies Inc | Company report | 85% |
| Trivago N v | Company report | 85% |
| Cheetah Mobile Inc | Company report | 85% |
| Vuzix Corp | Company report | 85% |
| C3 ai Inc | Company report | 85% |
| Sabre Corporation | Company report | 85% |
| Splunk Inc | Company report | 85% |
| Everbridge Inc | Company report | 85% |
| D wave Quantum Inc | Company report | 85% |
| Liveperson 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 |
|---|---|
| Alphabet Inc | Google Services 75.49 % |
| Apple Inc | Americas 41.84 % |
| Microsoft Corporation | Agents and Infra 83.22 % |
| Amazon com Inc | North America 55.86 % |
| Meta Platforms Inc | Family of Apps 99.31 % |
| Palantir Technologies Inc | Government Operating 51.15 % |
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 | 3,441,025 | 10,191,610 | 5,098,953 |
| Apple Inc | 5,071,119 | 2,812,187 | 776,687 |
| Microsoft Corporation | 3,886,142 | 1,553,565 | 639,601 |
| Amazon com Inc | 2,626,785 | 506,407 | 85,520 |
| Meta Platforms Inc | 1,582,369 | 3,063,552 | 954,149 |
| Taboola com Ltd | 1,009,676 | 980,366 | 59,381 |
| PEERS TOTAL | 15,962,092 | 956,778 | 204,718 |
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 |
|---|---|
| Alphabet Inc | United States 53.05 % |
| Microsoft Corporation | US 53.60 % |
| Meta Platforms Inc | US & Canada 40.58 % |
| Palo Alto Networks Inc | United States 61.76 % |
| Snowflake Inc | United States 75.05 % |
| Cloudflare Inc | United States 49.38 % |
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 Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Internet Services & Social Media industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (139 companies). See the full Internet Services & Social Media industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 60.86 % | 39.87 % (avg) | +21.0 pp |
| Operating Margin | 33.32 % | industry median | +29.1 pp |
| EBITDA Margin | 67.04 % | 5.44 % (avg) | +61.6 pp |
| Capital Intensity (Capex / Revenue) | 33.92 % | 7.15 % (avg) | +26.8 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Alphabet Inc's Valuation vs Competitive Position
Valuation multiples vs the Internet Services & Social Media industry average (139 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Internet Services & Social Media industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 18.0x | 36.6x | -18.6x |
| EV / EBITDA | 13.5x | 20.1x | -6.5x |
| P/B | 7.7x | 4.2x | +3.5x |
| Return on Equity | 42.62 % | industry aggregate | 4.01 % |
| Return on Invested Capital | 12.62 % | -0.71 % (avg) | 13.33 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Alphabet Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 23.42 % | 18.30 % | 12.77 % | 41.15 % | 9.78 % | 8.68 % | 13.87 % | 15.09 % |
| Operating Margin | 19.24 % | 21.15 % | 22.59 % | 30.55 % | 26.46 % | 27.42 % | 32.11 % | 32.03 % |
| Return on Invested Capital | 7.40 % | 8.24 % | 8.96 % | 14.88 % | 13.59 % | 14.49 % | 17.19 % | 15.94 % |
| P/E | 24.2x | 27.7x | 605.2x | 510.3x | 20.6x | 23.4x | 22.0x | 26.5x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
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.
Alphabet Inc's trailing-12-month revenue growth of 22.2% and operating margin of 33.3% compares with an average of 15.2% growth and 32.2% margin across its 8 closest peers by combined growth, margin and ROIC -- Alphabet Inc sits above that peer average on growth and above it on margin.
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 Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 33.92 % vs industry average 7.15 % (see Profitability & Cost Structure above) |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments. Supplier power and buyer power are not assessed here -- see Alphabet Inc's dedicated Suppliers and Customers pages for concentration data; threat of substitutes has no systematic data source in this system and is not estimated.
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 Low attractiveness / High strength cell: Selective.
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
- Operating margin 29.1 points above the industry median.
- Latest-quarter revenue run-rate is accelerating (+8.3% annualized vs trailing 12 months).
Weaknesses
No rule matched.
Opportunities
- Trades at a lower P/E than the industry average (18.0x vs 36.6x) despite a higher return on invested capital -- a possible re-rating opportunity.
Threats
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
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 |
| Apple Inc | 0.26 | 0.96 | 0.99 |
| Microsoft Corporation | 0.16 | 1.27 | 0.10 |
| Amazon com Inc | 0.35 | 1.06 | 0.25 |
| Meta Platforms Inc | 0.42 | 2.23 | 0.29 |
| Taboola com Ltd | 0.27 | 1.09 | 0.09 |
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 % |
| Apple Inc | Q2 2026 | +16.4 % | +27.1 % |
| Microsoft Corporation | Q3 2026 | +18.8 % | +32.0 % |
| Amazon com Inc | Q3 2026 | +12.1 % | -2.4 % |
| Meta Platforms Inc | Q3 2026 | +26.1 % | +264.0 % |
| Taboola com Ltd | Q2 2026 | +2.4 % | - |
| PEERS TOTAL | +14.5 % | +11.6 % |
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 % |
| Apple Inc | Q2 2026 | +8.6 % | -29.1 % |
| Microsoft Corporation | Q3 2026 | +23.6 % | +103.0 % |
| Amazon com Inc | Q3 2026 | +6.7 % | +20.1 % |
| Meta Platforms Inc | Q3 2026 | +45.2 % | +80.3 % |
| Taboola com Ltd | Q2 2026 | +2.3 % | +5.3 % |
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% | 34.11% | 42.62% |
| Apple Inc | 35.02% | 60.14% | 142.67% |
| Microsoft Corporation | 20.01% | 23.87% | 34.15% |
| Amazon com Inc | 13.23% | 18.74% | 26.71% |
| Meta Platforms Inc | 17.81% | 20.54% | 30.27% |
| Taboola com Ltd | 7.61% | 10.84% | 12.80% |
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 | 14.52 | 7.30 |
| Apple Inc | 39.61 | 10.86 |
| Microsoft Corporation | 27.25 | 11.22 |
| Amazon com Inc | 19.41 | 3.29 |
| Meta Platforms Inc | 20.99 | 6.55 |
| Taboola com Ltd | 8.45 | 514.95 |
| PEERS AVERAGE | 25.81 | 6.73 |
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.