Core Insights - Alphabet's stock has increased by 17% in the past month, but Meta Platforms may present a more advantageous investment opportunity due to stronger revenue growth and profitability [2] - Meta's quarterly revenue growth stands at 26.2%, while Alphabet's is at 15.9%. Over the last 12 months, Meta's revenue growth is 21.3%, compared to Alphabet's 13.4% [2] - Meta's profitability is superior, with a last twelve months (LTM) margin of 43.2% and a three-year average margin of 37.4% [2] Financial Comparison - A side-by-side comparison of financials shows that Meta outperforms Alphabet in growth, margins, momentum, and valuation multiples [3] - Detailed revenue and operating income comparisons are available for both companies, highlighting the differences in their financial health [4] Market Performance - Historical market performance data indicates cumulative total returns since the start of 2020, with specific metrics such as win rate and maximum drawdown being relevant for investors [5] - The Trefis High Quality (HQ) Portfolio, which includes 30 different stocks, has consistently outperformed benchmarks like the S&P 500, S&P mid-cap, and Russell 2000, indicating a strategy of diversified investments [8]
Which Tech Giant Breaks Out First – Meta or Google