Ives Robbins
12-04

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Sell your Apple to buy Google?

AAPL and GOOGL have tracked one another's valuation pretty well over the past 5 years. Except for the second half of 2024 🤔

Apple

- 40 PE

- 2% rev growth

- 8% EPS growth

Google

- 23 PE

- 15% rev growth

- 20% EPS growth

Clearly one of them has a significantly more favourable growth profile and is priced half as expensive somehow?!

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