GOOG vs NFLX
Alphabet Inc. Class C Capital Stock vs Netflix Inc. Common Stock. Side-by-side ACCE scores, valuation, profitability, and growth.
$GOOG vs $NFLX — ACCE Verdict
$GOOG wins this matchup, and it isn't particularly close.
Both stocks trade at nearly identical trailing P/E ratios (28.9x vs 28.6x), but $GOOG delivers meaningfully more for that price. Its ACCE composite score of 78/100 dwarfs $NFLX's 60/100, driven by a perfect 100 quality score and a dominant 97 momentum score — versus Netflix's 92 and 17 respectively. That momentum gap alone is a red flag for $NFLX holders.
On growth, the two are closer: earnings surged 82.0% YoY for $GOOG versus 86.4% for $NFLX, but Alphabet's 21.8% revenue growth outpaces Netflix's 16.2%, suggesting a broader and faster-expanding top line. $GOOG also carries a far cleaner balance sheet, with a D/E of just 20.03 versus $NFLX's 53.79.
$NFLX does edge out on forward P/E (23.0x vs 26.2x) and ROE (48.5% vs 38.9%), offering slightly cheaper near-term earnings and higher returns on equity. But with analyst targets implying 10.7% upside for $GOOG ($421.69 from $381.01) against 29.7% for $NFLX ($114.56 from $88.35), the market clearly sees more risk embedded in Netflix's current price.
$GOOG offers superior quality, stronger momentum, and a $4.60T scale advantage.