GOOGL vs MBLY vs APP Stock Comparison

Alphabet, Mobileye Global and AppLovin Prices as of Oct 27, 2026 Peers: Industry group
GOOGL Alphabet Inc.
$320.58 -6.8% 1M +19.1% 1Y
Market cap
$3.94T
P/E
16.1x
Revenue (TTM)
$445.87B
Div. yield
–
Digital Advertising Technology
5 wins
MBLY Mobileye Global Inc.
$6.87 -14.4% 1M -48.6% 1Y
Market cap
$5.66B
P/E
–
Revenue (TTM)
$2.02B
Div. yield
–
Autonomous Driving Technology
1 win
APP AppLovin Corp
$262.82 -15.4% 1M -59.1% 1Y
Market cap
$87.27B
P/E
19.8x
Revenue (TTM)
$6.83B
Div. yield
–
Digital Advertising Technology
5 wins

Head to Head

11 decided of 12

Alphabet leads on 5 of the 12 questions below (Alphabet 5, AppLovin 5, Mobileye Global 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionGOOGLMBLYAPPLeader
Larger companyMarket capitalisation $3.94T $5.66B $87.27B GOOGL
Cheaper on earningsLower P/E, profitable companies only 16.1x -1.4x 19.8x GOOGL
Cheaper on forward earningsLower price / next fiscal year consensus EPS 15.2x 14.6x 15.6x MBLY
Faster revenue growthRevenue growth, trailing twelve months +20.1% +5.0% +60.6% APP
More profitableNet margin, trailing twelve months 54.8% -201.5% 64.6% APP
Better return on capitalReturn on invested capital 18.6% — 71.3% APP
Less leveragedLower net debt / EBITDA -0.8x — 0.1x GOOGL
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +19.1% -48.6% -59.1% GOOGL
Better 5-year returnAnnualised price return, 5 years +17.1%/yr — +21.9%/yr APP
Less volatileAnnualised volatility, 1 year 31.3% 56.0% 73.8% GOOGL
Higher overall scoreMean of the five percentile scores vs peers 61/100 69/100 72/100 APP

Percentile Scorecard

GOOGLMBLYAPP

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisGOOGLMBLYAPP
Valuation 38 #104 of 167 92 #2 of 13 42 #98 of 167
Growth 72 #43 of 153 36 #8 of 12 99 #2 of 153
Profitability 88 #20 of 153 91 #2 of 12 100 #1 of 153
Financial Health 79 #38 of 179 58 #6 of 13 69 #56 of 179
Shareholder Returns 28 #68 of 94 – 51 #47 of 94
Overall 61 69 72
  • GOOGL ranked among 185 companies in Internet Platforms
  • MBLY ranked among 14 companies in Robotics and Automation
  • APP ranked among 185 companies in Internet Platforms

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodGOOGLMBLYAPPSPY
1 month -6.8%-14.4%-15.4% -0.2%
3 months -3.9%-18.5%-37.2% +3.9%
6 months -8.3%-24.1%-41.5% +8.2%
Year to date +2.4%-34.2%-61.0% +12.9%
1 year +19.1%-48.6%-59.1% +12.3%
3 years +162.4%-80.4%+625.6% +87.4%
3 years, per year +38.0%-41.9%+93.7% +23.3%
5 years +119.8%—+168.5% +67.9%
5 years, per year +17.1%—+21.9% +10.9%
10 years +684.4%—— +261.1%
10 years, per year +22.9%—— +13.7%

Risk

MeasureGOOGLMBLYAPPSPY
Volatility, 1Y 31.3%56.0%73.8% 12.7%
Downside volatility, 1Y 28.8%56.6%81.7% 12.7%
Beta vs S&P 500, 1Y 1.352.142.25 1.00
Return / volatility, 1Y 0.61-0.87-0.80 0.97
Max drawdown, 5Y -44.3%-86.1%-91.9% -25.4%
From 52-week high -20.4%-48.8%-64.2% -1.2%
52-week high $402.62$13.41$733.60 $779.14
52-week low $267.47$6.54$260.25 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleGOOGLMBLYAPP
P/E now vs peer median 16.0xmedian 17.3x -1.4x 20.0xmedian 17.3x
P/S now vs peer median 8.7xmedian 1.4x 2.8xmedian 18.7x 12.9xmedian 1.4x
EV/EBITDA now vs peer median 21.7xmedian 14.2x -1.2x 16.3xmedian 14.2x
P/FCF now vs peer median 73.1xmedian 11.5x 14.5xmedian 14.5x 19.5xmedian 11.5x
P/B now vs peer median 6.1xmedian 1.8x 0.7xmedian 1.1x 27.9xmedian 1.8x
PEG now vs peer median 0.25median 0.40 0.01 0.04median 0.40

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsGOOGLMBLYAPP
Revenue $445.87B $2.02B $6.83B
Gross profit $271.52B $955.00M $6.04B
Operating income $147.63B -$4.18B $5.29B
Net income $244.21B -$4.06B $4.41B
Free cash flow $53.27B $388.00M $4.53B
R&D $68.97B $1.12B $320.08M
EPS (diluted) $19.83 $-4.97 $13.08
Cash & equivalents $55.91B $1.31B $3.05B
Total debt $98.17B – $14.05B
Shares (diluted) 12.31B 818.00M 337.03M
Enterprise value $3.69T -$450.53M $77.31B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricGOOGLMBLYAPP
P/E 16.0x -1.4x 20.0x
P/FCF 73.1x 14.5x 19.5x
P/Operating cash flow 21.0x 11.5x 19.5x
P/S 8.7x 2.8x 12.9x
P/B 6.1x 0.7x 27.9x
P/Tangible book 6.2x 0.8x 31.4x
EV/EBITDA 21.7x -1.2x 16.3x
EV/EBIT 25.4x -1.0x 16.8x
EV/Revenue 8.4x 2.1x 13.0x
EV/FCF 70.4x 11.1x 19.6x
EV/Operating cash flow 20.2x 8.8x 19.6x
PEG (3Y EPS CAGR) 0.25 0.01 0.04

Growth

14 metrics
MetricGOOGLMBLYAPP
Revenue growth (1Y) 20.1% 5.0% 60.6%
Revenue CAGR (3Y) 15.5% 1.5% 33.3%
Gross profit growth (1Y) 24.0% 1.9% 64.6%
Gross profit CAGR (3Y) 19.2% 0.2% 52.9%
Operating income growth (1Y) 21.6% -35.4% 78.6%
Operating income CAGR (3Y) 25.6% -231.1% 188.9%
Net income growth (1Y) 111.3% -37.5% 81.5%
Net income CAGR (3Y) 58.8% -221.7% 503.2%
EPS growth (1Y) 109.3% -36.5% 84.4%
EPS CAGR (3Y) 64.3% -220.0% 524.6%
Operating cash flow growth (1Y) 38.9% -24.8% 58.5%
Operating cash flow CAGR (3Y) 23.3% -1.3% 74.2%
Free cash flow growth (1Y) -20.2% -34.1% 58.5%
Free cash flow CAGR (3Y) -9.2% -0.5% 74.5%

Profitability

14 metrics
MetricGOOGLMBLYAPP
Gross margin 60.9% 47.4% 88.5%
EBITDA margin 38.8% -180.9% 79.4%
Operating margin 33.1% -207.1% 77.4%
Pretax margin 67.1% -204.2% 76.3%
Net margin 54.8% -201.5% 64.6%
FCF margin 11.9% 19.2% 66.3%
Operating cash flow margin 41.6% 24.3% 66.3%
Return on equity 43.6% -49.6% 159.6%
Return on assets 30.0% -46.2% 55.2%
Return on invested capital 18.6% – 71.3%
Return on capital employed 21.5% -50.1% 78.5%
Asset turnover 0.5x 0.2x 0.9x
Cash conversion (OCF / net income) 0.8x -0.1x 1.0x
Stock comp / revenue 6.3% 15.6% 4.1%

Financial Health

11 metrics
MetricGOOGLMBLYAPP
Debt / assets 10.6% – 42.5%
Debt / equity 0.2x – 1.1x
Net debt / EBITDA -0.8x – 0.1x
Debt / FCF 1.8x – 0.8x
Liabilities / assets 30.5% 7.1% 61.7%
Equity / assets 69.5% 92.9% 38.3%
Interest coverage – – 25.8x
Current ratio 2.7x 4.6x 4.3x
Quick ratio 2.5x 3.4x 4.2x
Cash ratio 1.9x 2.9x 2.4x
Altman Z-score 10.35 3.10 14.34

Shareholder Returns

7 metrics
MetricGOOGLMBLYAPP
Dividend yield 0.3% – –
Net buyback yield 0.4% – 2.8%
Shareholder yield 0.7% – 2.8%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusGOOGLMBLYAPP
Forward P/E 15.2xFY2026 14.6xFY2026 15.6xFY2026
EPS, next fiscal year $21.10FY2026 $0.47FY2026 $16.83FY2026
EPS growth, next FY +95.2%FY2026 +30.6%FY2026 +72.6%FY2026
EPS growth, the year after -31.6% +2.1% +25.8%
Revenue, next fiscal year $528.22BFY2026 $2.11BFY2026 $8.60BFY2026
Revenue growth, next FY +31.1%FY2026 +11.7%FY2026 +56.9%FY2026
Revenue growth, the year after +21.6% +7.9% +13.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersGOOGLMBLYAPP
Held by institutions 80.1% 76.0% 74.3%
Institutions holding 5,740 294 1,457
Change in shares held, QoQ +4.6% +0.6% +6.5%
Institutions buying 2,656 169 835
Institutions selling 2,573 82 478
Buyers to sellers 1.03 2.06 1.75

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

GOOGLMBLYAPP
GOOGL 1.00 0.30 0.25
MBLY 0.30 1.00 0.16
APP 0.25 0.16 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, GOOGL, MBLY and APP?

Alphabet (GOOGL) is the largest by market capitalisation: Alphabet (GOOGL) $3.94T, Mobileye Global (MBLY) $5.66B, AppLovin (APP) $87.27B.

Which stock is cheaper, GOOGL, MBLY and APP?

Alphabet (GOOGL) trades on the lowest price-to-earnings ratio (Alphabet (GOOGL) 16.1x, Mobileye Global (MBLY) -1.4x, AppLovin (APP) 19.8x). On next year's consensus earnings, Mobileye Global (MBLY) is cheapest (Alphabet (GOOGL) 15.2x, Mobileye Global (MBLY) 14.6x, AppLovin (APP) 15.6x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

AppLovin (APP) grew revenue fastest over the trailing twelve months: Alphabet (GOOGL) +20.1%, Mobileye Global (MBLY) +5.0%, AppLovin (APP) +60.6%.

Which company is more profitable?

AppLovin (APP) has the highest net margin (Alphabet (GOOGL) 54.8%, Mobileye Global (MBLY) -201.5%, AppLovin (APP) 64.6%). On return on invested capital, AppLovin (APP) leads (Alphabet (GOOGL) 18.6%, AppLovin (APP) 71.3%).

Which stock has performed better?

Over the past year Alphabet (GOOGL) returned the most: Alphabet (GOOGL) +19.1%, Mobileye Global (MBLY) -48.6%, AppLovin (APP) -59.1%. Over five years, AppLovin (APP) compounded fastest (Alphabet (GOOGL) +17.1%/yr, AppLovin (APP) +21.9%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Alphabet (GOOGL) has been the steadiest (Alphabet (GOOGL) 31.3%, Mobileye Global (MBLY) 56.0%, AppLovin (APP) 73.8%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, GOOGL, MBLY and APP?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Alphabet (GOOGL) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.