GOOGL vs ROKU

Alphabet Inc. continues to demonstrate exceptional operational strength, as evidenced by its Q1 2026 earnings beat, 22% YoY revenue growth, and particularly strong 63% YoY growth in Google Cloud. Its leadership in AI, massive infrastructure investments (CapEx doubled YoY), and robust profitability solidify its position as a premier compounding investment. However, with a current market capitalizat...

Score Change Explanation: The 4-point increase from the previous score of 84/100 is justified by Roku's exceptionally strong Q1 2026 earnings report, which demonstrated accelerated financial performance. The company significantly beat revenue and EPS estimates, reporting $85.7M-$86M in net income (vs. a loss year-ago) and an impressive 165% YoY growth in Adjusted EBITDA. Crucially, free cash flow ...