GOOGL vs PONY vs TBLA Stock Comparison

Alphabet, Pony AI and Taboola.com Prices as of Nov 2, 2026 Peers: Industry group
1 more company in this comparison (APPS) Create a free account to keep reading and compare up to 10 companies.
GOOGL Alphabet Inc.
$278.99 -18.8% 1M -0.8% 1Y
Market cap
$3.39T
P/E
14.4x
Revenue (TTM)
$471.10B
Div. yield
0.31%
Digital Advertising Technology
7 wins
PONY Pony AI Inc.
$4.62 -23.9% 1M -75.3% 1Y
Market cap
$2.00B
P/E
–
Revenue (TTM)
$125.04M
Div. yield
–
Autonomous Driving Technology
1 win
TBLA Taboola.com Ltd.
$3.43 +6.2% 1M -3.9% 1Y
Market cap
$863.85M
P/E
8.0x
Revenue (TTM)
$1.96B
Div. yield
–
Digital Advertising Technology
3 wins

Head to Head

11 decided of 12

Alphabet leads on 7 of the 12 questions below (Alphabet 7, Taboola.com 3, Pony AI 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionGOOGLPONYTBLALeader
Larger companyMarket capitalisation $3.39T $2.00B $863.85M GOOGL
Cheaper on earningsLower P/E, profitable companies only 14.4x -12.8x 8.0x TBLA
Cheaper on forward earningsLower price / next fiscal year consensus EPS 13.2x — 8.6x TBLA
Faster revenue growthRevenue growth, trailing twelve months +22.2% +45.8% +8.0% PONY
More profitableNet margin, trailing twelve months 49.9% -109.6% 6.1% GOOGL
Better return on capitalReturn on invested capital 16.7% — 12.1% GOOGL
Less leveragedLower net debt / EBITDA -0.8x — -0.3x GOOGL
Higher dividend yieldTrailing dividend yield 0.31% — — –
Better 1-year returnPrice return, last 12 months -0.8% -75.3% -3.9% GOOGL
Better 5-year returnAnnualised price return, 5 years +13.7%/yr — -18.7%/yr GOOGL
Less volatileAnnualised volatility, 1 year 34.1% 66.1% 57.7% GOOGL
Higher overall scoreMean of the five percentile scores vs peers 57/100 78/100 81/100 TBLA

Percentile Scorecard

GOOGLPONYTBLA

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

AxisGOOGLPONYTBLA
Valuation 38 #102 of 165 67 #5 of 13 96 #8 of 165
Growth 67 #51 of 153 82 #3 of 12 92 #13 of 153
Profitability 83 #27 of 153 73 #4 of 12 66 #52 of 153
Financial Health 74 #47 of 179 92 #2 of 13 58 #75 of 179
Shareholder Returns 20 #75 of 94 – 93 #8 of 94
Overall 57 78 81
  • GOOGL ranked among 185 companies in Internet Platforms
  • PONY ranked among 14 companies in Robotics and Automation
  • TBLA ranked among 185 companies in Internet Platforms

Price Performance

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

Returns

PeriodGOOGLPONYTBLASPY
1 month -18.8%-23.9%+6.2% -2.3%
3 months -25.3%-42.6%-33.9% -0.7%
6 months -27.2%-55.6%-9.5% +4.8%
Year to date -10.9%-68.1%-25.6% +10.3%
1 year -0.8%-75.3%-3.9% +10.3%
3 years +116.1%—-10.4% +73.0%
3 years, per year +29.3%—-3.6% +20.1%
5 years +90.3%—-64.4% +61.9%
5 years, per year +13.7%—-18.7% +10.1%
10 years +607.7%—— +258.6%
10 years, per year +21.6%—— +13.6%

Risk

MeasureGOOGLPONYTBLASPY
Volatility, 1Y 34.1%66.1%57.7% 12.8%
Downside volatility, 1Y 34.5%69.9%63.3% 12.8%
Beta vs S&P 500, 1Y 1.402.781.01 1.00
Return / volatility, 1Y -0.02-1.14-0.07 0.80
Max drawdown, 5Y -44.3%-82.4%-83.9% -25.4%
From 52-week high -30.7%-74.9%-38.5% -3.5%
52-week high $402.62$18.38$5.58 $779.14
52-week low $273.50$4.62$2.95 $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.

MultipleGOOGLPONYTBLA
P/E now vs peer median 14.4xmedian 17.3x -12.8x 8.0xmedian 17.3x
P/S now vs peer median 7.2xmedian 1.4x 16.0xmedian 16.0x 0.4xmedian 1.4x
EV/EBITDA now vs peer median 17.6xmedian 14.5x — 3.8xmedian 14.5x
P/FCF now vs peer median 171.7xmedian 10.8x -9.8xmedian 14.7x 4.3xmedian 10.8x
P/B now vs peer median 5.0xmedian 1.7x 1.3xmedian 0.9x 0.9xmedian 1.7x
PEG now vs peer median 0.25median 0.40 — 0.14median 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 monthsGOOGLPONYTBLA
Revenue $471.10B $125.04M $1.96B
Gross profit $286.70B $20.29M $583.65M
Operating income $156.98B -$267.63M $126.92M
Net income $235.69B -$99.78M $118.76M
Free cash flow $19.75B -$203.60M $200.81M
R&D $74.46B $225.02M $152.62M
EPS (diluted) $19.12 $-0.36 $0.41
Cash & equivalents $56.33B $327.11M $133.05M
Total debt $125.10B – $72.00M
Shares (diluted) 12.31B 379.91M 288.76M
Enterprise value $3.12T $958.94M $344.18M

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
MetricGOOGLPONYTBLA
P/E 14.4x -12.8x 8.0x
P/FCF 171.7x -9.8x 4.3x
P/Operating cash flow 18.9x -9.8x 3.4x
P/S 7.2x 16.0x 0.4x
P/B 5.0x 1.3x 0.9x
P/Tangible book 5.1x 1.3x 0.9x
EV/EBITDA 17.6x – 3.8x
EV/EBIT 20.7x -3.3x 6.3x
EV/Revenue 6.9x 7.1x 0.4x
EV/FCF 164.6x -4.4x 4.0x
EV/Operating cash flow 18.1x -4.4x 3.2x
PEG (3Y EPS CAGR) 0.25 – 0.14

Growth

14 metrics
MetricGOOGLPONYTBLA
Revenue growth (1Y) 22.2% 45.8% 8.0%
Revenue CAGR (3Y) 16.6% – 83.6%
Gross profit growth (1Y) 25.7% 39.0% 3.2%
Gross profit CAGR (3Y) 20.0% – –
Operating income growth (1Y) 26.5% 19.2% 178.6%
Operating income CAGR (3Y) 25.8% – –
Net income growth (1Y) 89.7% 66.7% 773.6%
Net income CAGR (3Y) 52.3% – 53.5%
EPS growth (1Y) 87.8% 86.9% 1,241%
EPS CAGR (3Y) 57.2% – 57.5%
Operating cash flow growth (1Y) 18.6% -55.2% 22.0%
Operating cash flow CAGR (3Y) 19.0% – 51.7%
Free cash flow growth (1Y) -73.2% -55.2% 21.7%
Free cash flow CAGR (3Y) -36.6% – 66.4%

Profitability

14 metrics
MetricGOOGLPONYTBLA
Gross margin 60.9% 16.2% 29.7%
EBITDA margin 39.3% – 10.7%
Operating margin 33.3% -214.0% 6.5%
Pretax margin 61.1% -68.0% 6.2%
Net margin 49.9% -109.6% 6.1%
FCF margin 4.2% -162.8% 10.2%
Operating cash flow margin 38.1% -162.8% 12.9%
Return on equity 35.8% – 12.5%
Return on assets 24.5% – 7.7%
Return on invested capital 16.7% – 12.1%
Return on capital employed 19.0% – 11.7%
Asset turnover 0.5x – 1.3x
Cash conversion (OCF / net income) 0.8x 2.0x 2.1x
Stock comp / revenue 6.5% – 3.1%

Financial Health

11 metrics
MetricGOOGLPONYTBLA
Debt / assets 12.5% – 4.7%
Debt / equity 0.2x – 0.1x
Net debt / EBITDA -0.8x – -0.3x
Debt / FCF 6.3x – 0.4x
Liabilities / assets 32.5% 9.4% 39.4%
Equity / assets 67.5% 90.6% 60.6%
Interest coverage – – –
Current ratio 2.8x 15.9x 1.1x
Quick ratio 2.5x 15.1x 1.0x
Cash ratio 2.0x 14.4x 0.3x
Altman Z-score 8.24 – 2.38

Shareholder Returns

7 metrics
MetricGOOGLPONYTBLA
Dividend yield 0.3% – –
Net buyback yield -0.2% – 17.9%
Shareholder yield 0.1% – 17.9%
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.

ConsensusGOOGLPONYTBLA
Forward P/E 13.2xFY2026 – 8.6xFY2026
EPS, next fiscal year $21.10FY2026 $-0.61FY2026 $0.40FY2026
EPS growth, next FY +95.2%FY2026 – +207.7%FY2026
EPS growth, the year after -31.6% – -20.0%
Revenue, next fiscal year $528.22BFY2026 $144.05MFY2026 $2.06BFY2026
Revenue growth, next FY +31.1%FY2026 +60.1%FY2026 +7.7%FY2026
Revenue growth, the year after +21.6% +110.8% -7.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersGOOGLPONYTBLA
Held by institutions 70.1% 35.9% 35.4%
Institutions holding 5,743 155 206
Change in shares held, QoQ +4.6% +22.5% +27.8%
Institutions buying 2,657 101 141
Institutions selling 2,575 33 48
Buyers to sellers 1.03 3.06 2.94

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.

GOOGLPONYTBLA
GOOGL 1.00 0.24 0.30
PONY 0.24 1.00 0.11
TBLA 0.30 0.11 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, GOOGL, PONY and TBLA?

Alphabet (GOOGL) is the largest by market capitalisation: Alphabet (GOOGL) $3.39T, Pony AI (PONY) $2.00B, Taboola.com (TBLA) $863.85M.

Which stock is cheaper, GOOGL, PONY and TBLA?

Taboola.com (TBLA) trades on the lowest price-to-earnings ratio (Alphabet (GOOGL) 14.4x, Pony AI (PONY) -12.8x, Taboola.com (TBLA) 8.0x). On next year's consensus earnings, Taboola.com (TBLA) is cheapest (Alphabet (GOOGL) 13.2x, Taboola.com (TBLA) 8.6x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Pony AI (PONY) grew revenue fastest over the trailing twelve months: Alphabet (GOOGL) +22.2%, Pony AI (PONY) +45.8%, Taboola.com (TBLA) +8.0%.

Which company is more profitable?

Alphabet (GOOGL) has the highest net margin (Alphabet (GOOGL) 49.9%, Pony AI (PONY) -109.6%, Taboola.com (TBLA) 6.1%). On return on invested capital, Alphabet (GOOGL) leads (Alphabet (GOOGL) 16.7%, Taboola.com (TBLA) 12.1%).

Which stock has performed better?

Over the past year Alphabet (GOOGL) returned the most: Alphabet (GOOGL) -0.8%, Pony AI (PONY) -75.3%, Taboola.com (TBLA) -3.9%. Over five years, Alphabet (GOOGL) compounded fastest (Alphabet (GOOGL) +13.7%/yr, Taboola.com (TBLA) -18.7%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Alphabet (GOOGL) 0.31%. Pony AI (PONY) and Taboola.com (TBLA) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Alphabet (GOOGL) has been the steadiest (Alphabet (GOOGL) 34.1%, Pony AI (PONY) 66.1%, Taboola.com (TBLA) 57.7%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, GOOGL, PONY and TBLA?

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 7. 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.