GOOG vs Z
Alphabet Inc. (Class C) vs Zillow Group, Inc. Class C — AI-powered side-by-side comparison
GOOG
Alphabet Inc. (Class C)
56
Buy
VS
Z
Zillow Group, Inc. Class C
60
Watch
| Metric | GOOG | Z |
|---|
| AI Score |
56
|
60
|
| Price |
$343.16
|
$34.14
|
| P/E Ratio |
17.07×
|
146.62×
|
| ROE |
31.8%
|
0.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
60.9%
|
72.9%
|
| Debt / Equity |
0.18×
|
0.13×
|
| Dividend Yield |
0.2%
|
0.0%
|
| RSI (14) |
53.6
|
53.1
|
| Beta |
1.234
|
1.981
|
| Expected Upside |
+13.7%
|
—
|
AI Committee View
Current Innellis committee reasoning for GOOG versus Z.
Z leads by 4 points.
Z scores 60/100 (Watch) versus GOOG at 56/100 (Buy).
GOOG Committee View
60% agreement
5 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — bollinger bandwidth of 19.0% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- 2 consecutive earnings misses -- execution concerns — Growth
- Bollinger bandwidth of 19.0% signals elevated volatility — Risk
Z Committee View
67% agreement
6 analysts
Some positive signals exist — vix regime is low -- calm backdrop supports risk-taking — but they are not yet strong enough to justify a Buy. The committee is monitoring for confirmation.
Bull Case
- MACD histogram positive -- bullish momentum — Technical
- Low leverage (debt-to-equity 0.07) -- balance sheet can absorb a shock — Risk
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- P/E of 142.1 is expensive by classic value standards — Value
- ROE of only 1.2% -- cheap may mean cheap for a reason — Value
- Bollinger bandwidth of 19.7% signals elevated volatility — Risk