GOOGL vs T
Alphabet Inc. Class A Common Stock vs AT&T Inc.. Side-by-side ACCE scores, valuation, profitability, and growth.
$GOOGL vs $T: Growth Dominance vs Deep Value
$GOOGL wins on quality and growth — but carries valuation risk. Its ACCE score of 79/100 is backed by a perfect Quality score of 100, ROE of 38.9%, net margin of 37.9%, and earnings growth of 82.0% year-over-year. The stock has returned +87.4% over the past year, and analysts target $431.72. The catch: the 6-model fair value sits at $181.76, implying the current price of $344.08 is stretched by 47.2%.
$T is the contrarian case. A Value score of 96, FCF yield of 12.8%, and a 5.1% dividend yield make it a legitimate income play. The 6-model fair value of $34.27 suggests 57.4% upside from $21.77. But earnings fell 11.3% year-over-year, revenue grew just 2.9%, and the D/E ratio of 1.23 versus $GOOGL's 0.11 reflects a heavily leveraged balance sheet. The -19.3% one-year return confirms the market's skepticism.
Pick $GOOGL for compounding quality; pick $T only if income and mean-reversion are the explicit goal. For total return, $GOOGL's fundamentals are simply in a different class.