GOOGL
Alphabet Inc.
GOOGL has the edge over IRDM overall, supported by stronger modeled upside and lower modeled downside.
IRDM
Iridium Communications Inc.
IRDM trails on the overall score without a compensating advantage in the available component scores.
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.
IRDM Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Weak |
IRDM's profitability and cash flow are currently healthy, and its revenue is stable, but its balance sheet is weak.
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 has the edge over IRDM in the historical PE scenario, which offers more potential upside but is not a forecast.
IRDM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 24x | $36.38 | -21% |
| Current | 31x | $46.12 | — |
| Fair | 40x | $60.39 | +31% |
| Forward | 68x | $46.12 | — |
| Expensive | 489x | $738 | +1501% |
Historical ranges are pointers, not guarantees.
IRDM's PE is in its fair range at 31x. Analysts expect earnings to fall, which would put today's price at 68x next year's earnings.
GOOGL Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong growth | |
| Strong growth | |
| Weakening | |
| Moderate | |
| Moderate |
GOOGL has the edge over IRDM on the outlook, with more favorable earnings expectations.
IRDM Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong decline | |
| Growth | |
| Strongly weakening | |
| Limited | |
| Low |
Analysts expect IRDM's revenue to grow, but its earnings and profitability to decline. However, they disagree widely on these estimates.
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 IRDM on earnings, with more consistent year-over-year improvement.
IRDM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.68 | -55% |
| Q3 2026 | $1.51 | +35% |
| Q2 2026 | $0.88 | -10% |
| Q1 2026 | $0.99 | -5.7% |
| Q4 2025 | $1.06 | +13% |
| Q3 2025 | $1.12 | +20% |
| Q2 2025 | $0.98 | +38% |
| Q1 2025 | $1.05 | +425% |
| Q4 2024 | $0.94 | +683% |
IRDM earned $1.51 per share over the past year, up 35% from the year before.
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 IRDM 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 IRDM on profitability, with a higher operating margin.
IRDM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $245.7M | +8.3% |
| Q2 2026 | $225.2M | +3.8% |
| Q1 2026 | $219.1M | +1.9% |
| Q4 2025 | $212.9M | 0% |
| Q3 2025 | $226.9M | +6.7% |
| Q2 2025 | $216.9M | +7.9% |
| Q1 2025 | $214.9M | +5.4% |
| Q4 2024 | $213M | +9.4% |
IRDM's revenue has held roughly level: $246M last quarter, up 8.3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 13% | -18 points |
| Q2 2026 | 15% | -8.1 points |
| Q1 2026 | 23% | -5 points |
| Q4 2025 | 26% | +1.5 points |
| Q3 2025 | 31% | +5.1 points |
| Q2 2025 | 23% | +1.5 points |
| Q1 2025 | 28% | +3.7 points |
| Q4 2024 | 24% | +0.7 points |
IRDM's operating margin was 13% last quarter, down 18 points from the same quarter a year ago.
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.
IRDM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $68.5M | -14% |
| Q2 2026 | $92.3M | -15% |
| Q1 2026 | $41.7M | +14% |
| Q4 2025 | $75.1M | -6.7% |
| Q3 2025 | $79.2M | -21% |
| Q2 2025 | $108.9M | +59% |
| Q1 2025 | $36.5M | -36% |
| Q4 2024 | $80.5M | +12% |
IRDM has the edge over GOOGL on cash flow, with stronger typical year-over-year growth.
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 the edge over IRDM on shareholder dilution, with a more favorable share count trend.
| 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.
IRDM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +458K shares |
| 1 year | +2.3% | +2.5M shares |
| 3 years | -13% | -16.3M shares |
| 5 years | -18% | -23.9M shares |
| Available history | -13% | -16.2M shares |
IRDM has 109M diluted shares, up 2.3% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | $30,000 |
| Q3 2025 | $50.4M |
| Q2 2025 | $65.6M |
| Q1 2025 | $70.5M |
| Q4 2024 | $123.1M |
IRDM has spent almost nothing on buybacks in the past year.
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 IRDM on leverage, with a lower net debt burden relative to earnings.
IRDM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 5.6x | High |
| Q2 2026 | 3.7x | Elevated |
| Q1 2026 | 3.8x | Elevated |
| Q4 2025 | 3.7x | Elevated |
| Q3 2025 | 3.9x | Elevated |
| Q2 2025 | 4.1x | High |
| Q1 2025 | 4.2x | High |
| Q4 2024 | 4.2x | High |
IRDM's net debt is about 5.6 years of its operating earnings (EBITDA), up from 3.9 years a year ago.
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).
IRDM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 54.3 | Neutral |
| Stochastic | 34.5 | Neutral |
IRDM's weekly RSI is 54 (neutral) and its Stochastic is 34 (neutral).
GOOGL PE vs Communication Services Sector
| Metric | GOOGL | Sector median | Relative |
|---|---|---|---|
| PE | 16x | 16x | 6% below |
| PE % | 1 | 26 | 25 pts below |
GOOGL has the edge over IRDM on valuation relative to its sector.
IRDM PE vs Communication Services Sector
| Metric | IRDM | Sector median | Relative |
|---|---|---|---|
| PE | 31x | 16x | 85% above |
| PE % | 33 | 26 | 7 pts above |
IRDM is trading at 31x earnings, a 85% premium to the Communication Services sector's median of 16x.
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.
IRDM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $46.1 | 0.2% above |
| 20 week MA | $47.5 | 2.8% below |
| 50 week MA | $37.3 | 24% above |
| 100 week MA | $31.2 | 48% above |
| 200 week MA | $36.2 | 27% above |
IRDM has the edge over GOOGL on trend strength, trading above more of its moving averages.
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.
IRDM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $25.1 | $39.1 | +55% |
| 2021 | $39.1 | $42.3 | +8.3% |
| 2022 | $42.3 | $50.6 | +20% |
| 2023 | $50.6 | $41.2 | -19% |
| 2024 | $41.2 | $29.1 | -29% |
| 2025 | $29.1 | $17.2 | -41% |
| 2026 YTD | $17.2 | $46.1 | +168% |
IRDM has the edge over GOOGL on returns for 2026, with the stronger performance.