ADV
Advantage Solutions Inc.
ADV trails on the overall score without a compensating advantage in the available component scores.
GOOGL
Alphabet Inc.
GOOGL has the edge over ADV overall, supported by lower modeled downside and stronger fundamentals.
ADV Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Healthy | |
| Weak |
ADV's cash flow is currently healthy, and its revenue is stable, but its profitability and balance sheet are under pressure.
GOOGL Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Under pressure | |
| Healthy |
GOOGL's revenue, profitability and balance sheet are currently healthy, but its cash flow is under pressure.
ADV PE Valuation
ADV has no meaningful PE right now: it lost money over the past year.
GOOGL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 16x | $299 | — |
| Cheap | 20x | $378 | +27% |
| Forward | 22x | $299 | — |
| Fair | 26x | $497 | +66% |
| Expensive | 31x | $586 | +96% |
Historical ranges are pointers, not guarantees.
GOOGL's PE is in its cheap range at 16x, but its recent earnings include one-off gains. On analysts' estimates for next year's earnings, today's price would be 22x.
ADV Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Turning to a loss | |
| Stable | |
| Stable | |
| Limited | |
| High |
Analysts expect ADV's earnings to decline, with its revenue and profitability holding steady.
GOOGL Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong growth | |
| Strong growth | |
| Weakening | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for GOOGL, but weaker profitability.
ADV Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$24.65 | -$5.53 |
| Q2 2026 | -$21.17 | +$2.71 |
| Q1 2026 | -$18.67 | +$10.62 |
| Q4 2025 | -$17.54 | +$7.88 |
| Q3 2025 | -$19.12 | -$8.87 |
| Q2 2025 | -$23.88 | -$15.13 |
| Q1 2025 | -$29.29 | -$27.54 |
| Q4 2024 | -$25.42 | -$20.42 |
ADV is still losing money, but far less than before: $24.65 per share over the past year, against $118.00 at its worst in late 2023.
GOOGL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $13.89 | -28% |
| Q3 2026 | $19.16 | +89% |
| Q2 2026 | $19.91 | +112% |
| Q1 2026 | $13.11 | +46% |
| Q4 2025 | $10.81 | +34% |
| Q3 2025 | $10.13 | +34% |
| Q2 2025 | $9.38 | +35% |
| Q1 2025 | $8.96 | +37% |
| Q4 2024 | $8.04 | +39% |
GOOGL has the edge over ADV on earnings quality, reporting a profit while its opponent remains loss making.
ADV Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $913.7M | -0.1% |
| Q2 2026 | $889.5M | +1.8% |
| Q1 2026 | $869.6M | +5.8% |
| Q4 2025 | $932.1M | +4.5% |
| Q3 2025 | $915M | -2.6% |
| Q2 2025 | $873.7M | 0% |
| Q1 2025 | $821.8M | -6.5% |
| Q4 2024 | $892.3M | -17% |
ADV's revenue fell from its 2022 peak and has held roughly level since: $914M last quarter, about level with the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 0.8% | -3.6 points |
| Q2 2026 | 0.2% | -1 points |
| Q1 2026 | 0.5% | +2.3 points |
| Q4 2025 | -17% | +1.7 points |
| Q3 2025 | 4.4% | +4.7 points |
| Q2 2025 | 1.1% | +12 points |
| Q1 2025 | -1.8% | +1.3 points |
| Q4 2024 | -19% | -23 points |
ADV's operating margin was 0.8% last quarter, down 3.6 points from the same quarter a year ago.
GOOGL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $127.6B | +25% |
| Q2 2026 | $119.8B | +24% |
| Q1 2026 | $109.9B | +22% |
| Q4 2025 | $113.8B | +18% |
| Q3 2025 | $102.3B | +16% |
| Q2 2025 | $96.4B | +14% |
| Q1 2025 | $90.2B | +12% |
| Q4 2024 | $96.5B | +12% |
GOOGL has the edge over ADV on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 32% | +1.3 points |
| Q2 2026 | 34% | +1.6 points |
| Q1 2026 | 36% | +2.2 points |
| Q4 2025 | 32% | -0.5 points |
| Q3 2025 | 31% | -1.8 points |
| Q2 2025 | 32% | +0.1 points |
| Q1 2025 | 34% | +2.3 points |
| Q4 2024 | 32% | +4.6 points |
GOOGL has the edge over ADV on profitability, with a higher operating margin.
ADV Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $40.6M | -22% |
| Q2 2026 | -$16M | -$5.7M |
| Q1 2026 | $12.3M | +$67.1M |
| Q4 2025 | $67.8M | +33% |
| Q3 2025 | $52.2M | +500% |
| Q2 2025 | -$10.2M | -121% |
| Q1 2025 | -$54.7M | -$30.7M |
| Q4 2024 | $51.2M | +23% |
ADV has the edge over GOOGL on cash flow, with more consistent year-over-year improvement.
GOOGL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$9.1B | -137% |
| Q2 2026 | -$5.9B | -210% |
| Q1 2026 | $10.1B | -47% |
| Q4 2025 | $24.6B | -1.2% |
| Q3 2025 | $24.5B | +39% |
| Q2 2025 | $5.3B | -61% |
| Q1 2025 | $19B | +13% |
| Q4 2024 | $24.8B | +215% |
GOOGL usually generates cash, though not every quarter: the latest was −$9.1B, but it generated $19.7B over the past year.
ADV Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.8% | -100K shares |
| 1 year | -5.7% | -777K shares |
| 3 years | -1.3% | -172K shares |
| 5 years | +0.1% | +11.8K shares |
| Available history | +57% | +4.7M shares |
ADV has the edge over GOOGL on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $2.3M |
| Q2 2026 | $14.7M |
| Q1 2026 | $2.3M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | $869,000 |
| Q4 2024 | — |
ADV spent $19M buying back its own shares over the past year, more than ten times what it spent the year before.
GOOGL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.5% | +59M shares |
| 1 year | +1.4% | +165M shares |
| 3 years | -1.2% | -148M shares |
| 5 years | -6.8% | -907M shares |
| Available history | -10% | -1.4B shares |
GOOGL has 12.4B diluted shares, up 1.4% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | $5.5B |
| Q3 2025 | $11.5B |
| Q2 2025 | $13.6B |
| Q1 2025 | $15.1B |
| Q4 2024 | $15.6B |
GOOGL spent $5.5B buying back its own shares over the past year, down 90% from the year before.
ADV Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 25.2x | High |
| Q2 2026 | 16.3x | High |
| Q1 2026 | 14.7x | High |
| Q4 2025 | 18.9x | High |
| Q3 2025 | 21.6x | High |
| Q2 2025 | 60.2x | High |
| Q3 2024 | 11.2x | High |
| Q2 2024 | 10.3x | High |
ADV's net debt is more than 20 years of its operating earnings (EBITDA), up from more than 20 years a year ago.
GOOGL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.4x | Very low |
| Q2 2026 | 0.3x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.1x | Very low |
| Q3 2025 | 0.0x | Very low |
| Q2 2025 | 0.1x | Very low |
| Q1 2025 | -0.1x | Net Cash |
| Q4 2024 | -0.1x | Net Cash |
GOOGL has the edge over ADV on leverage, with a lower net debt burden relative to earnings.
ADV Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 48.9 | Neutral |
| Stochastic | 41.3 | Neutral |
ADV's weekly RSI is 49 (neutral) and its Stochastic is 41 (neutral).
GOOGL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.2 | Neutral |
| Stochastic | 11.7 | Oversold |
GOOGL's weekly RSI is 40 (neutral) and its Stochastic is 12 (oversold).
ADV PE vs Communication Services Sector
| Metric | ADV | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 16x | — |
ADV has no meaningful PE right now: it lost money over the past year.
GOOGL PE vs Communication Services Sector
| Metric | GOOGL | Sector median | Relative |
|---|---|---|---|
| PE | 16x | 16x | 6% below |
| PE % | 1 | 26 | 25 pts below |
GOOGL is trading at 16x earnings, in line with the Communication Services sector's median of 16x, though its recent earnings include one-off gains.
ADV Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $30.5 | 3.2% above |
| 20 week MA | $33.2 | 5.3% below |
| 50 week MA | $29.3 | 7.2% above |
| 100 week MA | $36.4 | 14% below |
| 200 week MA | $56.1 | 44% below |
ADV's trend is mixed: it's above two of its five weekly moving averages, and 44% below its 200-week average.
GOOGL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $320.4 | 6.8% below |
| 20 week MA | $336.1 | 11% below |
| 50 week MA | $334.5 | 11% below |
| 100 week MA | $267.8 | 12% above |
| 200 week MA | $204.7 | 46% above |
GOOGL has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 46% above its 200-week average.
ADV Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $260.0 | $333.5 | +28% |
| 2021 | $333.5 | $195.5 | -41% |
| 2022 | $195.5 | $46.8 | -76% |
| 2023 | $46.8 | $90.5 | +94% |
| 2024 | $90.5 | $74.3 | -18% |
| 2025 | $74.3 | $22.2 | -70% |
| 2026 YTD | $22.2 | $31.4 | +41% |
ADV has the edge over GOOGL on returns for 2026, with the stronger performance.
GOOGL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $67.7 | $86.7 | +28% |
| 2021 | $86.7 | $146.9 | +69% |
| 2022 | $146.9 | $89.2 | -39% |
| 2023 | $89.2 | $139.7 | +57% |
| 2024 | $139.7 | $192.8 | +38% |
| 2025 | $192.8 | $313.5 | +63% |
| 2026 YTD | $313.5 | $298.7 | -4.7% |
GOOGL has finished higher in five of the last six years, three of them by more than 50%. It's down 4.7% so far in 2026.