Alphabet Inc.
$4.06T- Market cap
- $4.14T
- Debt
- +$51.08B
- Cash
- −$126.84B
Capital structure 99% equity / 1% debt · EV / Revenue 10.09x · EV / EBITDA 22.58x
Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
FY 2025 · Mkt capMarket cap $4.14T · View financials
Snapshot Sep 4, 4:00 PM ET
FY 2025 ·
Decision snapshot: GOOGL stock price vs PANW: inconclusive Relative valuation is incomplete for this pair. Review the available filing metrics before drawing a conclusion.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at PANW's multiple
Needs PANW P/E.
Implied fair value · at GOOGL's multiple
Snapshot Sep 4, 4:00 PM ET
Metric by metric
Where each company leads, and how wide the gap is.
Growth edge
Pricing power
Operating leverage
Multiple discount
Not comparable
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: GOOGL FY 2025 (ended Dec 31, 2025) · PANW FY 2025 (ended Jul 31, 2025). Fiscal years are not aligned.
Trendline
Six fiscal years of revenue, earnings, and margins before underwriting a re-rating.
Price framework
Market cap plus debt, less cash.
Capital structure 99% equity / 1% debt · EV / Revenue 10.09x · EV / EBITDA 22.58x
Capital structure 100% equity / -0% debt · EV / Revenue 29.10x · EV / EBITDA 139.55x
GOOGL carries the larger enterprise value at $4.06T against $268.34B; GOOGL trades on the lower EV / Revenue multiple (10.09x vs 29.10x); GOOGL on the lower EV / EBITDA (22.58x vs 139.55x).
Price framework
The same filing-backed model used on each company's valuation page, with company-specific inputs and calculated scenarios.
Alphabet Inc. · implied price per share
Bear
$101.71
Base
$124.15
Bull
$141.60
PALO ALTO NETWORKS, INC · implied price per share
Debt and bridge-cash inputs are required to translate enterprise value into equity value.
Balance sheet health
Financial health checks to separate durable balance sheets from potential value traps.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Debt / equity
Total debt against shareholders' equity
0.12x
-0.05x
Net debt / EBITDA
Leverage against operating earnings
-0.42x
-1.70x
Cash and equivalents
Liquid reserves on the balance sheet
$126.84B
$2.90B
Total debt
Interest-bearing obligations outstanding
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
Open adjacent comparisons from the same industry to pressure-test the read across multiple pairs.
MICROSOFT CORP
GOOGL vs MSFT
AMAZON COM INC
GOOGL vs AMZN
Meta Platforms, Inc.
GOOGL vs META
Apple Inc.
GOOGL vs AAPL
NVIDIA CORP
GOOGL vs NVDA
CrowdStrike Holdings, Inc.
GOOGL vs CRWD
Zscaler, Inc.
GOOGL vs ZS
Okta, Inc.
GOOGL vs OKTA
CHECK POINT SOFTWARE TECHNOLOGIES LTD
GOOGL vs CHKP
Rapid7, Inc.
GOOGL vs RPD
Cisco Systems, Inc.
GOOGL vs CSCO
$51.08B
-$366.50M
LLM-powered synthesis
An on-demand narrative read of the same deterministic data.
This explanation uses an earlier data snapshot or evidence version. Review its generation date and the current figures, or refresh after signing in.
If you believe GOOGL’s current profitability and ROIC can persist without a structural de-rating versus PANW, then favor GOOGL because it trades at a much lower P/E, P/S, and EV/EBITDA despite comparable growth and stronger margins.
GOOGL’s current price of $356.13 is far below PANW-implied range of $965.99 to $2,241.31, indicating a very large valuation gap versus PANW. The gap is driven by GOOGL’s much lower earnings and revenue multiples despite stronger absolute profitability and comparable top-line growth.
Supporting Metrics