From each company's latest annual SEC filing. Fiscal years can end on different dates.
Alphabet (GOOGL) is the larger business by reported revenue: $402.8B in its fiscal year ended Dec 2025, about 2.0× META's $201.0B (fiscal year ended Dec 2025). GOOGL's net margin was 32.8% and META's 30.1%. Both file with the SEC under the same industry code, SIC 7370 (Services-Computer Programming, Data Processing, Etc).
Figures come from each company's own SEC filings. This page compares the businesses; it is not a price target or a verdict.
| Company fact | GOOGL | META |
|---|---|---|
| Company | Alphabet Inc. | Meta Platforms, Inc. |
| Exchange | NASDAQ | NASDAQ |
| Headquarters | Mountain View, California | Menlo Park, California |
| Founded | 1998 | 2004 |
| SEC industry | Services-Computer Programming, Data Processing, Etc. | Services-Computer Programming, Data Processing, Etc. |
| Fiscal year-end | December 31 | December 31 |
| Latest annual filing | 10-K · 2026-02-05 | 10-K · 2026-01-29 |
| Metric | GOOGL | META |
|---|---|---|
| Revenue | $402.8B2025-01-01 to 2025-12-31 · SEC filing | $201.0B2025-01-01 to 2025-12-31 · SEC filing |
| Net income | $132.2B2025-01-01 to 2025-12-31 · SEC filing | $60.5B2025-01-01 to 2025-12-31 · SEC filing |
| Operating cash flow | $164.7B2025-01-01 to 2025-12-31 · SEC filing | $115.8B2025-01-01 to 2025-12-31 · SEC filing |
| Diluted EPS | $10.812025-01-01 to 2025-12-31 · SEC filing | $23.492025-01-01 to 2025-12-31 · SEC filing |
| Net margin | 32.8%2025-01-01 to 2025-12-31 · SEC filing | 30.1%2025-01-01 to 2025-12-31 · SEC filing |
GOOGL: FY ending 2025-12-31 · META: FY ending 2025-12-31. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
Overlap is drawn from SEC classifications and Yield Theory research themes. It is not evidence that the companies sell to the same customers or compete product for product.
Alphabet is the parent of Google, which operates the world's dominant search engine, YouTube, the Android platform, and the Google Cloud business. Its Gemini models place it at the center of the competition in consumer and enterprise AI.
Meta owns Facebook, Instagram, WhatsApp, and Messenger, reaching billions of users through advertising-supported social platforms. It is investing heavily in open-source AI models and long-horizon bets on virtual and augmented reality.
Company-specific drivers maintained by Yield Theory. Use them to decide which filing deserves deeper work; they are not predictions.
You now know GOOGL reports about 2.0× META's revenue, and GOOGL keeps more of each dollar as net income. Those are the facts. The investment question is what each share price already assumes about “Google Search & other advertising revenue and query monetization as AI features expand” at GOOGL and “Ad impressions delivered and average price per ad across the Family of Apps” at META, and which evidence in the next filings would prove that assumption wrong.
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Read the full researchStart with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable. Both fiscal years end December 31, so annual reports line up, but check segment definitions before comparing growth or margins.
The current verified House and Senate snapshot contains 89 matched transaction rows for GOOGL and 96 matched transaction rows for META. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
Alphabet and Meta Platforms share the SEC industry classification “Services-Computer Programming, Data Processing, Etc.” That makes the operating comparison relevant, but it does not prove that every product, customer, or revenue stream competes directly.
Alphabet (GOOGL) is the larger business by reported revenue: $402.8B in its fiscal year ended Dec 2025, about 2.0× META's $201.0B (fiscal year ended Dec 2025). GOOGL's net margin was 32.8% and META's 30.1%. Both file with the SEC under the same industry code, SIC 7370 (Services-Computer Programming, Data Processing, Etc). Each figure is the annual amount tagged in the company's own SEC XBRL filing; market value depends on live prices, which this page does not publish.
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers Alphabet Inc. and Meta Platforms, Inc. tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-11-09. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-11-09. Independent educational research; not investment advice.
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