GOOG vs PYPL: Which Is the Better Buy?
Side-by-side comparison of Alphabet Inc. and PayPal Holdings, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-05.
Alphabet Inc. · Communication Services
$339.40
-4.4% upside to fair value
Grade D
High Quality
VS
PayPal Holdings, Inc. · Financial Services
$50.39
+110.0% upside to fair value
Grade B
QuantHub Verdict
PYPL has more upside to fair value
(+110.0%).
PYPL trades at a lower forward P/E
(9.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOG |
PYPL |
| Current Price |
$339.40 |
$50.39 |
| Fair Value Estimate |
$324.34 |
$105.84 |
| Upside to Fair Value |
-4.4%
|
+110.0%
|
| Market Cap |
$4,105.7B |
$45.3B |
| Forward P/E |
31.2x
|
9.0x
|
| EV / EBITDA |
23.1x
|
6.1x
|
| Price / Sales |
10.3x
|
1.4x
|
| Price / FCF |
56.4x
|
8.2x
|
| Revenue Growth YoY |
+11.3%
|
+3.7%
|
| Gross Margin |
59.7%
|
46.6%
|
| Operating Margin |
32.0%
|
18.3%
|
| Return on Equity |
35.0%
|
25.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.77%
|
12.27%
|
| Analyst Consensus |
Strong Buy
|
Sell
|
Investment Thesis
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…
PayPal Holdings, Inc. operates as a leading digital payments platform offering transaction processing and value-added financial services such as consumer credit and BNPL products. The business quality is medium due to a narrowing competitive moat amid increasing pressure from big tech competitors and slowing growth in its core branded checkout segment. The stock is currently mispriced and cheap, …
Accumulation Zones
| Metric |
GOOG |
PYPL |
| Zone Low |
$243.25 |
$79.38 |
| Zone High |
$275.69 |
$89.96 |
| In Buy Zone? |
No
|
Yes
|