COMPARE · Reviewed August 4, 2026
GOOG vs PINS
Verdict: Side-by-side breakdown using the Bull Rankings model. GOOG scored 69.5, PINS scored 70.1 — PINS leads.
Compare another set
GOOG
Alphabet Inc.
69.5
$375.35 · $4.6T
fundamentals as of
Score gap
0.6
PINS leads
PINS
Pinterest, Inc.
70.1
$25.58 · $14.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
GOOG
stronger →← stronger
PINS
85
Qualityreturns · margins · balance sheet
62
66
Growthrevenue & earnings expansion
94
60
Valuevaluation vs sector peers
59
GOOG is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
GOOG
PINS
$53.3bA
FCF
$1.3bC+
+20.1%A-
Rev
+16.6%B+
0.19A-
D/E
0.42B+
18.8xB
P/E
53.3xC
0.97B+
PEG
0.39A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
GOOG
PINS
736% above
Price vs fair valuelower is cheaper
48% below
~56%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-5%/yr
-87%
1-yr DCF upside
+62%
-88%
5-yr DCF upside
+94%
-90%
10-yr DCF upside
+154%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
GOOG
Why this score
- Durable high returns
PINS
No notable signals flagged.
The companies
GOOGAlphabet Inc.
Why now
Internet Content & Information · market cap $4.6T. 7% off the 52-week high of $404.47. Revenue growing +20%, comfortably above the S&P median. PEG 0.97 — paying under fair value for the growth rate. 14 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $421.79 (implying +12% upside).
Moat
Net margin 55% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 38% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $4.6T market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
P/S 10.3x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
PINSPinterest, Inc.
Why now
Internet Content & Information · market cap $14.3b. Down 36% from 52-week high of $39.83 — deep drawdown territory. Revenue growing +17%, comfortably above the S&P median. PEG 0.39 — paying under fair value for the growth rate. 36 sell-side analysts rate this a Buy with a mean 1-yr target of $27.64 (implying +8% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Trailing P/E 53.3x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 36% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.