Alphabet Inc. (GOOGL)

Both firms have declining sales. Martin Whitman would suspect an industry slump or new disruptive entrants.

Both firms have negative gross profit growth. Martin Whitman would question the sector’s viability or cyclical slump.

Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.

Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.

Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.

Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.

Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.

Share reduction while PINS is at 17.99%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.

Reduced diluted shares while PINS is at 17.99%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.

10Y revenue/share CAGR above 1.5x PINS's 30.27%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.

5Y revenue/share CAGR above 1.5x PINS's 30.27%. David Dodd would look for consistent product or market expansions fueling outperformance.

3Y revenue/share CAGR above 1.5x PINS's 30.27%. David Dodd would confirm if there's an emerging competitive moat driving recent gains.

10Y OCF/share CAGR above 1.5x PINS's 107.42%. David Dodd would check if a superior product mix or cost edge drives this outperformance.

5Y OCF/share CAGR above 1.5x PINS's 107.42%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.

Net income/share CAGR above 1.5x PINS's 33.40% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.

5Y net income/share CAGR above 1.5x PINS's 33.40%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.

3Y net income/share CAGR above 1.5x PINS's 33.40%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.

Positive growth while PINS is negative. John Neff might see a strong advantage in steadily compounding net worth over a decade.

Positive 5Y equity/share CAGR while PINS is negative. John Neff might see a clear edge in retaining earnings or managing capital better.

Positive short-term equity growth while PINS is negative. John Neff sees a strong advantage in near-term net worth buildup.

Both reduce receivables yoy. Martin Whitman suspects a shift in the entire niche’s credit approach or softer demand.

Positive asset growth while PINS is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.

Positive BV/share change while PINS is negative. John Neff sees a clear edge over a competitor losing equity.

Our R&D shrinks while PINS invests at 8.99%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.

We cut SG&A while PINS invests at 6.63%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.