GOOG vs V: Which Is the Better Buy?
Side-by-side comparison of Alphabet Inc. and Visa 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
Visa Inc. · Financial Services
$368.29
+25.7% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
V has more upside to fair value
(+25.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GOOG |
V |
| Current Price |
$334.98 |
$368.29 |
| Fair Value Estimate |
$387.82 |
$463.00 |
| Upside to Fair Value |
+15.8%
|
+25.7%
|
| Market Cap |
$4,065.3B |
$687.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.7x
|
24.0x
|
| Price / Sales |
9.1x
|
15.5x
|
| Price / FCF |
76.4x
|
33.5x
|
| Revenue Growth YoY |
+24.2%
|
+14.4%
|
| Gross Margin |
60.9%
|
80.2%
|
| Operating Margin |
33.1%
|
60.7%
|
| Return on Equity |
50.8%
|
61.3%
|
| Dividend Yield |
0.26% |
0.73% |
| FCF Yield |
1.31%
|
2.98%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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.…
Visa operates the world's largest retail payments network, connecting consumers, merchants, issuers, and acquirers through VisaNet, which authorizes, clears, and settles transactions across more than 200 countries. The business quality is exceptional: TTM gross margin of 80.2%, operating margin of 60.7%, net margin of 50.8%, and ROE of 61.3% reflect a two-sided network with powerful scale economi…
Accumulation Zones
| Metric |
GOOG |
V |
| Zone Low |
$290.87 |
$347.25 |
| Zone High |
$329.65 |
$393.55 |
| In Buy Zone? |
No
|
Yes
|