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 2026-09-24.
Alphabet Inc. · Communication Services
$334.98
+15.8% upside to fair value
Med Conviction
Grade B
High Quality
VS
PayPal Holdings, Inc. · Financial Services
$52.71
+9.1% upside to fair value
Med Conviction
Grade B-
QuantHub Verdict
GOOG has more upside to fair value
(+15.8%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GOOG |
PYPL |
| Current Price |
$334.98 |
$52.71 |
| Fair Value Estimate |
$387.82 |
$57.50 |
| Upside to Fair Value |
+15.8%
|
+9.1%
|
| Market Cap |
$4,065.3B |
$45.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.7x
|
6.8x
|
| Price / Sales |
9.1x
|
1.3x
|
| Price / FCF |
76.4x
|
7.2x
|
| Revenue Growth YoY |
+24.2%
|
+4.8%
|
| Gross Margin |
60.9%
|
45.8%
|
| Operating Margin |
33.1%
|
18.8%
|
| Return on Equity |
50.8%
|
24.4%
|
| Dividend Yield |
0.26% |
1.06% |
| FCF Yield |
1.31%
|
13.97%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Alphabet Inc. is the parent of Google Services, Google Cloud, and Other Bets, monetizing Search, YouTube, Android, Chrome, Google Play, Workspace, and enterprise cloud and AI infrastructure across the globe with roughly 190,820 full-time employees. The business quality is high: trailing-twelve-month gross margin is 60.9%, operating margin is 33.1%, net margin is 54.8%, and return on equity is 50.…
PayPal operates a global digital-payments platform spanning branded checkout, Venmo, Braintree merchant processing, credit products and fraud-risk infrastructure across approximately 200 markets. Business quality is medium: its two-sided network, trusted brand, broad merchant distribution and risk capabilities remain meaningful assets, but its highest-value branded-checkout franchise is under com…
Accumulation Zones
| Metric |
GOOG |
PYPL |
| Zone Low |
$290.87 |
$43.12 |
| Zone High |
$329.65 |
$48.88 |
| In Buy Zone? |
No
|
No
|