GOOGL
Alphabet Inc.
GOOGL has the edge over OMC overall, supported by stronger valuation and stronger modeled upside.
OMC
Omnicom Group Inc.
OMC's outlook is improving despite an expensive valuation.
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.
OMC Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Stable | |
| Healthy | |
| Under pressure |
OMC's revenue and cash flow are currently healthy, and its profitability is stable, but its balance sheet is under pressure.
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 OMC in the historical PE scenario, which offers more potential upside but is not a forecast.
OMC PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 8x | $86.84 | — |
| Cheap | 11x | $11.07 | -87% |
| Fair | 12x | $12.60 | -85% |
| Expensive | 14x | $14.68 | -83% |
| Current | 84x | $86.84 | — |
Historical ranges are pointers, not guarantees.
OMC's PE is in its expensive range at 84x. If earnings grow as analysts expect, today's price would be 8.0x next year's earnings, in its cheap range.
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.
OMC Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Stable | |
| Limited | |
| Moderate |
OMC has the edge over GOOGL on the outlook, with more favorable valuation and profitability expectations.
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 OMC on earnings, with more consistent year-over-year improvement.
OMC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $10.88 | +957% |
| Q3 2026 | $1.03 | -85% |
| Q2 2026 | $0.40 | -94% |
| Q1 2026 | -$0.37 | -105% |
| Q4 2025 | -$0.27 | -104% |
| Q3 2025 | $6.78 | -7.3% |
| Q2 2025 | $6.98 | -3.3% |
| Q1 2025 | $7.32 | -0.9% |
| Q4 2024 | $7.46 | +8% |
OMC's earnings per share have fallen from their peak: $1.03 over the past year, against $7.46 in late 2024.
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's revenue has grown year over year every quarter since late 2020: $128B last quarter, up 25% from the same quarter a year ago.
| 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 OMC on profitability, with a higher operating margin.
OMC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $6.4B | +59% |
| Q2 2026 | $6.6B | +63% |
| Q1 2026 | $6.2B | +69% |
| Q4 2025 | $5.5B | +28% |
| Q3 2025 | $4B | +4% |
| Q2 2025 | $4B | +4.2% |
| Q1 2025 | $3.7B | +1.6% |
| Q4 2024 | $4.3B | +6.4% |
OMC has the edge over GOOGL on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 15% | +2.3 points |
| Q2 2026 | 14% | +3.1 points |
| Q1 2026 | 10% | -1.9 points |
| Q4 2025 | -18% | -34 points |
| Q3 2025 | 13% | -2.3 points |
| Q2 2025 | 11% | -2.3 points |
| Q1 2025 | 12% | -0.9 points |
| Q4 2024 | 16% | -0.1 points |
OMC's operating margin was 15% last quarter, up 2.3 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.
OMC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $912.5M | +108% |
| Q2 2026 | -$433.1M | -358% |
| Q1 2026 | -$614.4M | +$201.9M |
| Q4 2025 | $3B | +60% |
| Q3 2025 | $438.4M | -18% |
| Q2 2025 | $168M | +$348.9M |
| Q1 2025 | -$816.3M | -$174.7M |
| Q4 2024 | $1.9B | +5.1% |
OMC has the edge over GOOGL on cash flow, with more consistent year-over-year improvement.
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 OMC 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.
OMC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2% | -5.6M shares |
| 1 year | +41% | +79.4M shares |
| 3 years | +37% | +73.8M shares |
| 5 years | +27% | +58.3M shares |
| Available history | +25% | +54.5M shares |
OMC has 275M diluted shares, up 41% from a year ago, despite $3.6B in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $222.1M |
| Q2 2026 | $210.6M |
| Q1 2026 | $2.8B |
| Q4 2025 | $395.8M |
| Q3 2025 | $89.1M |
| Q2 2025 | $142M |
| Q1 2025 | $81M |
| Q4 2024 | $8.3M |
OMC spent $3.6B buying back its own shares over the past year, more than ten times what it spent the year before.
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 OMC on leverage, with a lower net debt burden relative to earnings.
OMC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.9x | Moderate |
| Q2 2026 | 4.1x | High |
| Q1 2026 | 5.6x | High |
| Q4 2025 | 3.4x | Elevated |
| Q3 2025 | 1.2x | Healthy |
| Q2 2025 | 1.2x | Healthy |
| Q1 2025 | 1.1x | Healthy |
| Q4 2024 | 0.7x | Very low |
OMC's net debt is about 2.9 years of its operating earnings (EBITDA), up from 1.2 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).
OMC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 59.8 | Neutral |
| Stochastic | 70.2 | Neutral |
OMC's weekly RSI is 60 (neutral) and its Stochastic is 70 (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 OMC on valuation relative to its sector.
OMC PE vs Communication Services Sector
| Metric | OMC | Sector median | Relative |
|---|---|---|---|
| PE | 84x | 16x | 411% above |
| PE % | 97 | 26 | 71 pts above |
OMC is trading at 84x earnings, a 411% 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.
OMC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $80.6 | 7.8% above |
| 20 week MA | $81.6 | 6.4% above |
| 50 week MA | $78.7 | 10% above |
| 100 week MA | $78.1 | 11% above |
| 200 week MA | $84.2 | 3.2% above |
OMC 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.
OMC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $80.8 | $61.3 | -24% |
| 2021 | $61.3 | $72.2 | +18% |
| 2022 | $72.2 | $80.5 | +12% |
| 2023 | $80.5 | $86.5 | +7.5% |
| 2024 | $86.5 | $86.5 | 0% |
| 2025 | $86.5 | $80.0 | -7.5% |
| 2026 YTD | $80.0 | $86.8 | +8.5% |
OMC has the edge over GOOGL on returns for 2026, with the stronger performance.