GOOGL
Alphabet Inc.
GOOGL offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
YELP
Yelp Inc.
YELP has a slight edge over GOOGL overall, supported by stronger valuation and stronger modeled upside.
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.
YELP Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Strong |
YELP'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 YELP in the historical PE scenario, which offers more potential upside but is not a forecast.
YELP PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 8.3x | $20.26 | — |
| Current | 9.7x | $20.26 | — |
| Cheap | 14x | $29.01 | +43% |
| Fair | 36x | $74.81 | +269% |
| Expensive | 70x | $147 | +627% |
Historical ranges are pointers, not guarantees.
YELP's PE is in its cheap range at 9.7x. If earnings grow as analysts expect, today's price would be 8.3x next year's earnings.
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.
YELP Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect YELP'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 YELP on earnings, with more consistent year-over-year improvement.
YELP Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.43 | +16% |
| Q3 2026 | $2.10 | -5.4% |
| Q2 2026 | $2.08 | -4.1% |
| Q1 2026 | $2.18 | +6.9% |
| Q4 2025 | $2.24 | +19% |
| Q3 2025 | $2.22 | +33% |
| Q2 2025 | $2.17 | +14% |
| Q1 2025 | $2.04 | +30% |
| Q4 2024 | $1.88 | +39% |
YELP earned $2.10 per share over the past year, down 5.4% 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 YELP 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 YELP on profitability, with a higher operating margin.
YELP Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $370.9M | -1.4% |
| Q2 2026 | $375.5M | +1.4% |
| Q1 2026 | $361.5M | +0.8% |
| Q4 2025 | $360M | -0.5% |
| Q3 2025 | $376M | +4.4% |
| Q2 2025 | $370.4M | +3.7% |
| Q1 2025 | $358.5M | +7.7% |
| Q4 2024 | $362M | +5.7% |
YELP's revenue grew through 2024 and has held roughly level since: $371M last quarter, down 1.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 13% | -0.9 points |
| Q2 2026 | 12% | -2.7 points |
| Q1 2026 | 7.5% | -0.7 points |
| Q4 2025 | 14% | -1.2 points |
| Q3 2025 | 14% | +1.1 points |
| Q2 2025 | 14% | +3.3 points |
| Q1 2025 | 8.2% | +4.9 points |
| Q4 2024 | 15% | +7.5 points |
YELP's operating margin was 13% last quarter, down 0.9 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.
YELP Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $84.5M | -29% |
| Q2 2026 | $61.1M | +36% |
| Q1 2026 | $45.2M | -48% |
| Q4 2025 | $72.3M | +21% |
| Q3 2025 | $118.9M | +29% |
| Q2 2025 | $45M | +50% |
| Q1 2025 | $87.5M | +33% |
| Q4 2024 | $60M | -18% |
YELP 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.
YELP Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.7% | -939K shares |
| 1 year | -15% | -9.4M shares |
| 3 years | -26% | -18.8M shares |
| 5 years | -29% | -22.6M shares |
| Available history | -25% | -18.2M shares |
YELP has the edge over GOOGL on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $26.1M |
| Q2 2026 | $50M |
| Q1 2026 | $124M |
| Q4 2025 | $87.5M |
| Q3 2025 | $75M |
| Q2 2025 | $66M |
| Q1 2025 | $62.5M |
| Q4 2024 | $62.8M |
YELP spent $288M buying back its own shares over the past year, up 8% 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's net debt is less than a year of its operating earnings (EBITDA).
YELP Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.0x | Very low |
| Q1 2026 | 0.1x | Very low |
| Q4 2025 | -0.9x | Net Cash |
| Q3 2025 | -1.0x | Net Cash |
| Q2 2025 | -0.9x | Net Cash |
| Q1 2025 | -1.1x | Net Cash |
| Q4 2024 | -1.1x | Net Cash |
YELP 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).
YELP Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.0 | Neutral |
| Stochastic | 23.7 | Neutral |
YELP's weekly RSI is 42 (neutral) and its Stochastic is 24 (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.
YELP PE vs Communication Services Sector
| Metric | YELP | Sector median | Relative |
|---|---|---|---|
| PE | 9.7x | 16x | 41% below |
| PE % | 3 | 26 | 23 pts below |
YELP 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 YELP on trend strength, trading above more of its moving averages.
YELP Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $19.2 | 5.5% above |
| 20 week MA | $22.2 | 8.6% below |
| 50 week MA | $24.4 | 17% below |
| 100 week MA | $29.5 | 31% below |
| 200 week MA | $33.6 | 40% below |
YELP has bounced recently, but its long-term trend is still down: it's above its 8-week average, but 40% below 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 YELP on returns for 2026, with the stronger performance.
YELP Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $34.9 | $28.0 | -20% |
| 2021 | $28.0 | $37.1 | +33% |
| 2022 | $37.1 | $26.4 | -29% |
| 2023 | $26.4 | $47.3 | +79% |
| 2024 | $47.3 | $38.8 | -18% |
| 2025 | $38.8 | $30.4 | -22% |
| 2026 YTD | $30.4 | $20.3 | -33% |
YELP has finished lower in four of the last six years. It's down 33% so far in 2026.