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 2026-09-25.
Alphabet Inc. · Communication Services
$342.36
+16.6% 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
GOOGL has more upside to fair value
(+16.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GOOGL |
PYPL |
| Current Price |
$342.36 |
$52.71 |
| Fair Value Estimate |
$399.26 |
$57.50 |
| Upside to Fair Value |
+16.6%
|
+9.1%
|
| Market Cap |
$4,143.3B |
$45.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.9x
|
6.8x
|
| Price / Sales |
9.3x
|
1.3x
|
| Price / FCF |
78.1x
|
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 |
0.25% |
1.06% |
| FCF Yield |
1.28%
|
13.97%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Alphabet is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over y…
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 |
GOOGL |
PYPL |
| Zone Low |
$299.44 |
$43.12 |
| Zone High |
$339.37 |
$48.88 |
| In Buy Zone? |
No
|
No
|