GOOG vs T
Alphabet Inc. Class C Capital Stock vs AT&T Inc.. Scores ACCE, valorisation, rentabilité et croissance côte à côte.
$GOOG vs $T: Growth Dominance vs Deep Value
$GOOG is the clear winner for total-return seekers. Alphabet's ACCE score of 79/100 — built on a perfect Quality score of 100, Growth of 88, and Momentum of 90 — reflects a business firing on all cylinders. Revenue grew 21.8% year-over-year while earnings surged 82.0%, with a net margin of 37.9% and ROE of 38.9%. The 1Y return of +86.0% and analyst consensus target of $427.77 reinforce the bull case. The one genuine caveat: the 6-model fair value sits at $181.77, implying the stock trades at a 47.1% premium to intrinsic value — so you're paying up.
$T is a value trap with one redeeming quality: income. Its 5.1% dividend yield and FCF yield of 12.8% are real, and 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 1Y return is -19.3%. A D/E ratio of 1.23 versus $GOOG's 0.11 adds balance-sheet risk.
For growth investors, $GOOG wins decisively. $T suits only income-focused portfolios comfortable holding a leveraged, slow-growth telecom.