From Nasdaq: 2025-04-19 17:04:00

Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) has seen its stock rally over 480% in the past decade due to its expanding advertising and cloud businesses. Revenue and EPS grew at a CAGR of 18% and 23% from 2014 to 2024, with analysts expecting 11% and 13% growth from 2024 to 2027. However, existential challenges loom for the tech giant.

New generative AI platforms like OpenAI’s ChatGPT are challenging Google’s search dominance. TikTok and other short video platforms are competing with YouTube, while ad tech platforms like The Trade Desk are pulling advertisers away from Alphabet. Antitrust pressures from the DOJ could further hamper Alphabet’s growth and market presence.

Meta Platforms, the largest social networking company, has seen its revenue and EPS grow at a CAGR of 29% and 36% from 2014 to 2024. With 3.35 billion daily active users, Meta is leveraging its social media dominance and acquisitions to drive growth. Analysts expect 13% and 11% CAGR growth in revenue and EPS from 2024 to 2027.

Comparing the potential future market caps of Meta and Alphabet in 2035 based on earnings growth and multiples, Meta could be worth $3.63 trillion, surpassing Alphabet’s $6.20 trillion valuation. Meta faces fewer challenges than Alphabet, particularly in the social media and e-commerce markets, making it a potentially more valuable investment over the long term.

It’s speculative to predict which company will be more valuable in 2035, but Meta’s diverse business lines and market advantages position it favorably against Alphabet. While Alphabet faces challenges in diversifying its revenue sources and market presence, Meta’s growth trajectory and strategic acquisitions could propel it to surpass Alphabet in market value over the next decade.



Read more at Nasdaq: Prediction: 1 Stock That Will Be Worth More Than Alphabet 10 Years From Now