InvestMoat

Google vs Meta

Closer than you think?

Google wins, 82 to 74, on all three scores.

GOOGL · Platforms

Alphabet Inc.

…

Strong BuyFull analysis

META · Platforms

Meta Platforms Inc.

…

HoldFull analysis

GOOGL

META

Composite
82
(higher)
74
Moat
83
(higher)
82
Growth
76
(higher)
74
Valuation
78
(higher)
65

GOOGL

META

Bear
$235
$420
Base
$350
$700
Bull
$500
$880
Upside to base
—
—

GOOGL

META

Revenue CAGR, 3–5 yr
17-22%
18-22%

GOOGL

META

Proprietary Data
Strong
Strong
Regulatory Lock-In
Intact (higher)
N/A
Network Effects
Strong
Strong
Transaction Embedding
Intact
Strong (higher)
System of Record
Intact
Intact
Scale Economics
Strong (higher)
Intact
Brand & Pricing Power
N/A
N/A

GOOGL

META

Learned Interfaces
Strong (higher)
Intact
Business Logic
Weakened
Intact (higher)
Public Data Access
Intact (higher)
Destroyed
Talent Scarcity
Intact (higher)
N/A
Bundling
Strong (higher)
Intact

Shaded cells mark the higher score or stronger moat on each row. Valuation and composite use the live price when it is available, the same as each stock page.

Which is the better stock, Google or Meta?

Google wins, 82 to 74, on all three scores. Our rating: Google Strong Buy, Meta Hold.

Does Google or Meta have the wider moat?

Google scores 83 on moat to Meta's 82. Google is rated stronger on public data access, scale economics and learned interfaces. Meta is rated stronger on transaction embedding and business logic.

Which is growing faster, Google or Meta?

Google scores 76 on growth to Meta's 74. We expect Google to grow 17–22% a year, Meta 18–22%.

Is Google or Meta cheaper right now?

Google scores 78 on valuation to Meta's 65. In our base case, Google has more upside: +20% vs 0%.

Scores in the answers use the price each valuation was last struck at; the table above updates with the live price. Not investment advice.