GOOGL 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
$341.68
+23.3% upside to fair value
Grade C
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 |
GOOGL |
PYPL |
| Current Price |
$341.68 |
$50.39 |
| Fair Value Estimate |
$421.22 |
$105.84 |
| Upside to Fair Value |
+23.3%
|
+110.0%
|
| Market Cap |
$4,133.3B |
$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 |
+18.1%
|
+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 and information services, primarily through its dominant Google Services segment, Google Cloud, and Other Bets. The company benefits from a durable competitive moat driven by its dominant market shares in search, browser, and mobile OS, as well as significant infrastructure advantages in AI and cloud computing. Despite trading at a ver…
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 |
GOOGL |
PYPL |
| Zone Low |
$315.92 |
$79.38 |
| Zone High |
$358.04 |
$89.96 |
| In Buy Zone? |
Yes
|
Yes
|