GOOGL
Alphabet Inc.
GOOGL has the edge over TDS overall, supported by stronger modeled upside and stronger fundamentals.
TDS
Telephone and Data Systems, Inc.
TDS 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.
TDS Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Strong | |
| Weak | |
| Strong |
TDS's profitability and balance sheet are currently strong, but its revenue and cash flow are 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'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.
TDS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 7.5x | $30.73 | — |
| Cheap | 12x | $48.62 | +58% |
| Fair | 17x | $71.06 | +131% |
| Expensive | 23x | $94.77 | +208% |
| Forward | 116x | $30.73 | — |
Historical ranges are pointers, not guarantees.
TDS has the edge over GOOGL in the historical PE scenario, which offers more potential upside but is not a forecast.
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.
TDS Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Returning to profit | |
| Stable | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect TDS to return to profit, with revenue holding steady.
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's earnings per share have climbed steadily: $19.16 over the past year, up 89% from the year before, and higher year over year for 13 quarters in a row. Its recent earnings include one-off gains.
TDS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.26 | -94% |
| Q3 2026 | $4.09 | +$5.16 |
| Q2 2026 | $3.00 | +$3.96 |
| Q1 2026 | $0.53 | +$1.57 |
| Q4 2025 | -$0.65 | +$0.20 |
| Q3 2025 | -$1.07 | +$4.34 |
| Q2 2025 | -$0.96 | +$3.88 |
| Q1 2025 | -$1.04 | +$3.84 |
| Q4 2024 | -$0.85 | +$4.21 |
TDS has returned to profit: it earned $4.09 per share over the past year, after losing money the year before. Its recent earnings include one-off gains.
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 TDS 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 TDS on profitability, with a higher operating margin.
TDS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $306.7M | -0.6% |
| Q2 2026 | $309.3M | -74% |
| Q1 2026 | $309.5M | -73% |
| Q4 2025 | $330.7M | -73% |
| Q3 2025 | $308.5M | -75% |
| Q2 2025 | $1.2B | -4.2% |
| Q1 2025 | $1.2B | -8.6% |
| Q4 2024 | $1.2B | -5.5% |
TDS's revenue has slid since its 2022 peak: $307M last quarter, about level with the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -9.8% | +12 points |
| Q2 2026 | 121% | +117 points |
| Q1 2026 | 46% | +43 points |
| Q4 2025 | 5.1% | +2.2 points |
| Q3 2025 | -22% | -16 points |
| Q2 2025 | 3.4% | +0.2 points |
| Q1 2025 | 3% | -2.3 points |
| Q4 2024 | 2.9% | +43 points |
TDS's operating margin was −9.8% last quarter, up 12 points from the same quarter a year ago, near the bottom of its range since 2019.
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 has the edge over TDS on cash generation, producing positive trailing cash flow while its opponent burns cash.
TDS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$305.5M | -$292.8M |
| Q2 2026 | -$113.3M | -143% |
| Q1 2026 | -$81.6M | -243% |
| Q4 2025 | -$108.9M | -$91.9M |
| Q3 2025 | -$12.7M | -112% |
| Q2 2025 | $264M | +42% |
| Q1 2025 | $57M | +$68M |
| Q4 2024 | -$17M | +$69M |
TDS has burned cash in six of the last eight quarters: −$609M over the past year, against $291M 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.
TDS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.1% | -1.3M shares |
| 1 year | -3.2% | -3.8M shares |
| 3 years | +1.8% | +2M shares |
| 5 years | -0.9% | -1M shares |
| Available history | -0.9% | -1M shares |
TDS has the edge over GOOGL on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | $67.4M |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | $3M |
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's net debt is less than a year of its operating earnings (EBITDA).
TDS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.1x | Net Cash |
| Q2 2026 | -1.8x | Net Cash |
| Q1 2026 | -1.1x | Net Cash |
| Q4 2025 | 0.1x | Very low |
| Q3 2025 | -0.1x | Net Cash |
| Q2 2025 | 3.6x | Elevated |
| Q1 2025 | 3.8x | Elevated |
| Q4 2024 | 3.7x | Elevated |
TDS has the edge over GOOGL on leverage, with a lower net debt burden relative to earnings.
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).
TDS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 33.6 | Neutral |
| Stochastic | 25.1 | Neutral |
TDS's weekly RSI is 34 (neutral) and its Stochastic is 25 (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.
TDS PE vs Communication Services Sector
| Metric | TDS | Sector median | Relative |
|---|---|---|---|
| PE | 7.5x | 16x | 54% below |
| PE % | 0 | 26 | 26 pts below |
TDS 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 the edge over TDS on trend strength, trading above more of its moving averages.
TDS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $34.0 | 9.6% below |
| 20 week MA | $34.6 | 11% below |
| 50 week MA | $39.4 | 22% below |
| 100 week MA | $38.1 | 19% below |
| 200 week MA | $27.8 | 11% above |
TDS has fallen below most of its moving averages, though it's still 11% above its 200-week average.
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 the edge over TDS on returns for 2026, with the stronger performance.
TDS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $24.9 | $18.3 | -27% |
| 2021 | $18.3 | $20.6 | +13% |
| 2022 | $20.6 | $10.6 | -49% |
| 2023 | $10.6 | $18.4 | +74% |
| 2024 | $18.4 | $34.8 | +90% |
| 2025 | $34.8 | $40.3 | +16% |
| 2026 YTD | $40.3 | $30.7 | -24% |
TDS has finished higher in four of the last six years, two of them by more than 50%. It's down 24% so far in 2026.