GOOGL
Alphabet Inc.
GOOGL has the edge over SIRI overall, supported by stronger modeled upside and stronger fundamentals.
SIRI
Sirius XM Holdings Inc.
SIRI offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
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.
SIRI Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Weak |
SIRI'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 SIRI in the historical PE scenario, which offers more potential upside but is not a forecast.
SIRI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 10x | $25.48 | -20% |
| Forward | 10x | $31.74 | — |
| Current | 13x | $31.74 | — |
| Fair | 17x | $42.45 | +34% |
| Expensive | 34x | $83.36 | +163% |
Historical ranges are pointers, not guarantees.
SIRI's PE is in its fair range at 13x. On analysts' estimates for next year's earnings, today's price would be 10x, 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.
SIRI Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Stable | |
| Stable | |
| Stable | |
| Limited | |
| Low |
Analysts expect SIRI's earnings, revenue and profitability to hold roughly steady. 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 SIRI on earnings, with more consistent year-over-year improvement.
SIRI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.13 | +29% |
| Q3 2026 | $2.43 | -45% |
| Q2 2026 | $2.49 | +$7.62 |
| Q1 2026 | $2.36 | +$7.26 |
| Q4 2025 | $2.23 | +$7.02 |
| Q3 2025 | $4.45 | +$10.79 |
| Q2 2025 | -$5.13 | -255% |
| Q1 2025 | -$4.90 | -248% |
| Q4 2024 | -$4.79 | -250% |
SIRI's earnings per share have fallen from their peak: $2.43 over the past year, against $4.45 in late 2025.
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 SIRI 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 SIRI on profitability, with a higher operating margin.
SIRI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.2B | -0.3% |
| Q2 2026 | $2.2B | +1% |
| Q1 2026 | $2.1B | +1.1% |
| Q4 2025 | $2.2B | +0.2% |
| Q3 2025 | $2.2B | -0.6% |
| Q2 2025 | $2.1B | -1.8% |
| Q1 2025 | $2.1B | -4.3% |
| Q4 2024 | $2.2B | -4.4% |
SIRI's revenue has held roughly level: $2.2B last quarter, about level with the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 22% | -0.6 points |
| Q2 2026 | 22% | +4.8 points |
| Q1 2026 | 22% | +3 points |
| Q4 2025 | 10% | -13 points |
| Q3 2025 | 23% | +157 points |
| Q2 2025 | 17% | -6.1 points |
| Q1 2025 | 19% | -1.5 points |
| Q4 2024 | 23% | +1.6 points |
SIRI's operating margin was 22% last quarter, down 0.6 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.
SIRI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $291M | +14% |
| Q2 2026 | $592M | +48% |
| Q1 2026 | $166M | +213% |
| Q4 2025 | $536M | +4.3% |
| Q3 2025 | $255M | +963% |
| Q2 2025 | $401M | +18% |
| Q1 2025 | $53M | -60% |
| Q4 2024 | $514M | +17% |
SIRI 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 SIRI 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.
SIRI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +6.1% | +21M shares |
| 1 year | +2% | +7M shares |
| 3 years | -6.1% | -23.5M shares |
| 5 years | -12% | -48.9M shares |
| Available history | -21% | -98.6M shares |
SIRI has 363M diluted shares, up 2% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $33M |
| Q2 2026 | $6M |
| Q1 2026 | $22M |
| Q4 2025 | $45M |
| Q3 2025 | $21M |
| Q2 2025 | $45M |
| Q1 2025 | $25M |
| Q4 2024 | $6M |
SIRI spent $106M buying back its own shares over the past year, up 9.3% from 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 SIRI on leverage, with a lower net debt burden relative to earnings.
SIRI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 4.3x | High |
| Q2 2026 | 4.4x | High |
| Q1 2026 | 4.9x | High |
| Q4 2025 | 5.1x | High |
| Q3 2025 | 4.6x | High |
| Q2 2024 | 3.7x | Elevated |
| Q1 2024 | 3.8x | Elevated |
| Q4 2023 | 3.8x | Elevated |
SIRI's net debt is about 4.3 years of its operating earnings (EBITDA), down from 4.6 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).
SIRI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 65.4 | Neutral |
| Stochastic | 70.1 | Neutral |
SIRI's weekly RSI is 65 (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 is trading at 16x earnings, in line with the Communication Services sector's median of 16x, though its recent earnings include one-off gains.
SIRI PE vs Communication Services Sector
| Metric | SIRI | Sector median | Relative |
|---|---|---|---|
| PE | 13x | 16x | 21% below |
| PE % | 33 | 26 | 7 pts above |
SIRI has the edge over GOOGL on valuation relative to its sector.
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.
SIRI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $28.2 | 12% above |
| 20 week MA | $28.9 | 9.9% above |
| 50 week MA | $25.8 | 23% above |
| 100 week MA | $24.2 | 31% above |
| 200 week MA | $31.7 | 0.1% above |
SIRI 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.
SIRI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $71.4 | $63.1 | -12% |
| 2021 | $63.1 | $64.3 | +1.9% |
| 2022 | $64.3 | $58.4 | -9.2% |
| 2023 | $58.4 | $54.7 | -6.3% |
| 2024 | $54.7 | $23.1 | -58% |
| 2025 | $23.1 | $20.6 | -11% |
| 2026 YTD | $20.6 | $31.7 | +54% |
SIRI has the edge over GOOGL on returns for 2026, with the stronger performance.