Communication Services stock comparison
Alphabet (GOOGL) is the larger business by reported revenue: $402.8B in its fiscal year ended Dec 2025, about 1.9× NVDA's $215.9B (fiscal year ended Jan 2026). GOOGL's net margin was 32.8% and NVDA's 55.6%. The SEC classifies them differently (Services-Computer Programming, Data Processing, Etc; Semiconductors & Related Devices); what connects them is shared exposure to the Artificial intelligence research theme, not a common industry.
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 | NVDA |
|---|---|---|
| Company | Alphabet Inc. | NVIDIA Corporation |
| Exchange | NASDAQ | NASDAQ |
| Headquarters | Mountain View, California | Santa Clara, California |
| Founded | 1998 | 1993 |
| SEC industry | Services-Computer Programming, Data Processing, Etc. | Semiconductors & Related Devices |
| Fiscal year-end | December 31 | January 31 |
| Latest annual filing | 10-K · 2026-02-05 | 10-K · 2026-02-25 |
| Metric | GOOGL | NVDA |
|---|---|---|
| Revenue | $402.8B2025-01-01 to 2025-12-31 · SEC filing | $215.9B2025-01-27 to 2026-01-25 · SEC filing |
| Net income | $132.2B2025-01-01 to 2025-12-31 · SEC filing | $120.1B2025-01-27 to 2026-01-25 · SEC filing |
| Operating cash flow | $164.7B2025-01-01 to 2025-12-31 · SEC filing | $102.7B2025-01-27 to 2026-01-25 · SEC filing |
| Diluted EPS | $10.812025-01-01 to 2025-12-31 · SEC filing | $4.902025-01-27 to 2026-01-25 · SEC filing |
| Net margin | 32.8%2025-01-01 to 2025-12-31 · SEC filing | 55.6%2025-01-27 to 2026-01-25 · SEC filing |
GOOGL: FY ending 2025-12-31 · NVDA: FY ending 2026-01-25. 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.
NVIDIA makes the graphics processors and data-center accelerators that train and run most modern AI models. Its chips have become the default hardware of the AI boom, making it a bellwether for the entire sector.
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 1.9× NVDA's revenue, and NVDA 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 “Data Center compute and networking demand from cloud providers, AI developers and enterprises” at NVDA, and which evidence in the next filings would prove that assumption wrong.
Members-only research
NVDA · Aug 12, 2026
Issue 05: NVIDIA Is Building the Credit Market for AINVIDIA has found a way to turn knowledge of its own roadmap into a lower cost of capital for its customers. The result could move AI infrastructure from venture equity into private credit, insurance balance sheets and securitized debt.
Sep 22, 2026
Meta jumped 11%. What must happen next to justify the price?A member research report on Meta’s AI rally: Muse, subscription economics, the cash-flow burden, legal costs and the earnings assumptions behind the new price.
The thesis, the numbers behind it, and what would break it. Full access is $39 a month.
Read the full researchStart with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable. GOOGL's fiscal year ends December 31, while NVDA's ends January 31. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 89 matched transaction rows for GOOGL and 178 matched transaction rows for NVDA. 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.
Not necessarily. Alphabet files as Services-Computer Programming, Data Processing, Etc and NVIDIA as Semiconductors & Related Devices. The pair is compared because both map to the Artificial intelligence research theme, not because the filings show head-to-head competition.
Alphabet (GOOGL) is the larger business by reported revenue: $402.8B in its fiscal year ended Dec 2025, about 1.9× NVDA's $215.9B (fiscal year ended Jan 2026). GOOGL's net margin was 32.8% and NVDA's 55.6%. The SEC classifies them differently (Services-Computer Programming, Data Processing, Etc; Semiconductors & Related Devices); what connects them is shared exposure to the Artificial intelligence research theme, not a common industry. 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 NVIDIA Corporation 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 2026-10-01. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-10-01. Independent educational research; not investment advice.
GOOGL vs NVDA compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.
Members-only research
NVDA · Aug 12, 2026
Issue 05: NVIDIA Is Building the Credit Market for AISep 22, 2026
Meta jumped 11%. What must happen next to justify the price?Sep 9, 2026
Seagate: More Terabytes, Better Economics$39/mo or $249/yr · cancel future renewals anytime · sources included