GOOGL
Alphabet Inc.
GOOGL has the edge over TIMB overall, supported by stronger modeled upside and lower modeled downside.
TIMB
TIM S.A.
TIMB offers stronger fundamentals, 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.
TIMB Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Strong | |
| Healthy |
TIMB's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
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 TIMB in the historical PE scenario, which offers more potential upside but is not a forecast.
TIMB PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 11x | $18.14 | -4.5% |
| Current | 12x | $19.00 | — |
| Fair | 14x | $22.89 | +20% |
| Expensive | 18x | $29.74 | +57% |
Historical ranges are pointers, not guarantees.
TIMB's PE is 12x, but its earnings don't support one, so it isn't a reliable read right now.
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.
TIMB Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect TIMB's earnings to grow and its profitability to improve, with its revenue holding 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 TIMB on earnings, with stronger typical year-over-year growth.
TIMB Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | $1.62 | +21% |
| Q1 2026 | $1.60 | +22% |
| Q4 2025 | $1.58 | +30% |
| Q3 2025 | $1.49 | +24% |
| Q2 2025 | $1.34 | +15% |
| Q1 2025 | $1.31 | +21% |
| Q4 2024 | $1.22 | +17% |
| Q3 2024 | $1.20 | +41% |
TIMB's earnings per share have climbed steadily: $1.62 over the past year, up 21% from the year before, and higher year over year for 12 quarters in a row.
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 TIMB on sales, with stronger typical year-over-year growth.
| 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 TIMB on profitability, with a higher operating margin.
TIMB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $1.2B | +5.5% |
| Q1 2026 | $1.2B | +6.5% |
| Q4 2025 | $1.2B | +4.4% |
| Q3 2025 | $1.2B | +4.5% |
| Q2 2025 | $1.2B | +4.7% |
| Q1 2025 | $1.1B | +4.9% |
| Q4 2024 | $1.2B | +5.7% |
| Q3 2024 | $1.1B | +6% |
TIMB's revenue has grown year over year every quarter since late 2020: $1.2B last quarter, up 5.5% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 25% | +1.2 points |
| Q1 2026 | 23% | +2.9 points |
| Q4 2025 | 28% | +1.4 points |
| Q3 2025 | 25% | +1.8 points |
| Q2 2025 | 23% | +1.7 points |
| Q1 2025 | 20% | +1.9 points |
| Q4 2024 | 26% | +1.6 points |
| Q3 2024 | 23% | +2.8 points |
TIMB's operating margin was 25% last quarter, up 1.2 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.
TIMB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $390.4M | +4.4% |
| Q1 2026 | $234.9M | +13% |
| Q4 2025 | $523.5M | -7.1% |
| Q3 2025 | $488.6M | +5.7% |
| Q2 2025 | $374M | +19% |
| Q1 2025 | $207.1M | +297% |
| Q4 2024 | $563.4M | -12% |
| Q3 2024 | $462.2M | +3.8% |
TIMB 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 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.
TIMB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -123K shares |
| 1 year | -1.3% | -6.3M shares |
| 3 years | -1.3% | -6.4M shares |
| 5 years | -1.3% | -6.2M shares |
| Available history | -2.2% | -10.7M shares |
TIMB has the edge over GOOGL on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | $23,991 |
| Q1 2026 | $20,052 |
| Q4 2025 | $70.2M |
| Q3 2025 | $55.2M |
| Q2 2025 | $6.2M |
| Q1 2025 | $2.3M |
| Q4 2024 | $5.8M |
| Q3 2024 | $4.8M |
TIMB spent $125M buying back its own shares over the past year, about seven 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 TIMB on leverage, with a lower net debt burden relative to earnings.
TIMB Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 0.9x | Very low |
| Q1 2026 | 0.9x | Very low |
| Q4 2025 | 2.0x | Healthy |
| Q3 2025 | 0.9x | Very low |
| Q2 2025 | 1.0x | Very low |
| Q1 2025 | 1.0x | Very low |
| Q4 2024 | 0.9x | Very low |
| Q3 2024 | 1.0x | Healthy |
TIMB's net debt is less than a year of its operating earnings (EBITDA).
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).
TIMB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 46.1 | Neutral |
| Stochastic | 52.1 | Neutral |
TIMB's weekly RSI is 46 (neutral) and its Stochastic is 52 (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.
TIMB PE vs Communication Services Sector
| Metric | TIMB | Sector median | Relative |
|---|---|---|---|
| PE | 12x | 16x | 29% below |
| PE % | 22 | 26 | 4 pts below |
TIMB 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.
TIMB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $18.3 | 3.7% above |
| 20 week MA | $19.0 | 0.2% below |
| 50 week MA | $21.8 | 13% below |
| 100 week MA | $19.8 | 4% below |
| 200 week MA | $17.6 | 8.1% above |
TIMB's trend is mixed: it's above two of its five weekly moving averages, and 8.1% 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 TIMB on returns for 2026, with the stronger performance.
TIMB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $19.1 | $13.8 | -28% |
| 2021 | $13.8 | $11.3 | -18% |
| 2022 | $11.3 | $11.9 | +5.7% |
| 2023 | $11.9 | $18.5 | +55% |
| 2024 | $18.5 | $11.9 | -36% |
| 2025 | $11.9 | $20.3 | +71% |
| 2026 YTD | $20.3 | $19.0 | -6.3% |
TIMB has finished lower in three of the last six years. It's down 6.3% so far in 2026.