AAPL vs GOOG: Which Is the Better Buy?

Side-by-side comparison of Apple Inc. and Alphabet Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-13.
Apple Inc. · Technology
$294.80
-9.3% upside to fair value
Grade B- High Quality
VS
Alphabet Inc. · Communication Services
$339.40
-6.2% upside to fair value
Grade D High Quality
QuantHub Verdict
GOOG has more upside to fair value (-6.2%). GOOG trades at a lower forward P/E (31.2x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric AAPL GOOG
Current Price $294.80 $339.40
Fair Value Estimate $267.40 $318.47
Upside to Fair Value -9.3% -6.2%
Market Cap $4,329.8B $4,105.7B
Forward P/E 35.4x 31.2x
EV / EBITDA 27.3x 23.1x
Price / Sales 9.6x 10.3x
Price / FCF 33.5x 56.4x
Revenue Growth YoY +16.6% +11.3%
Gross Margin 47.9% 59.7%
Operating Margin 32.6% 32.0%
Return on Equity 146.7% 35.0%
Dividend Yield 0.34% 0%
FCF Yield 2.98% 1.77%
Analyst Consensus Buy Strong Buy
Investment Thesis
AAPL — Apple Inc.
Apple Inc. is the world's most valuable consumer technology company, anchored by the iPhone franchise and a roughly $100 billion annual Services business that compounds at a low-to-mid teens rate on an installed base of approximately 2.5 billion active devices. Fiscal Q2 2026 results reported on April 30 showed revenue of $111.2 billion (+16.6% YoY) and EPS of $2.02 (+22.4% YoY), driven by a cont…
GOOG — Alphabet Inc.
Alphabet Inc. operates as a global leader in internet content, advertising, cloud computing, and AI technologies, with dominant market positions in search, browser, and mobile operating systems. The company benefits from a high-quality business model characterized by a durable competitive moat, strong revenue growth of 11.3% year-over-year, and robust profitability with net margins of 32.8%. Desp…
Accumulation Zones
Metric AAPL GOOG
Zone Low $200.50 $238.85
Zone High $227.30 $270.70
In Buy Zone? No No
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