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ACTG vs GOOG
Revenue, margins, valuation, and 5-year total return — side by side.
Internet Content & Information
ACTG vs GOOG — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Specialty Business Services | Internet Content & Information |
| Market Cap | $489M | $4.78T |
| Revenue (TTM) | $285M | $422.57B |
| Net Income (TTM) | $22M | $160.21B |
| Gross Margin | 82.5% | 60.4% |
| Operating Margin | 2.2% | 32.7% |
| Forward P/E | 23.0x | 32.4x |
| Total Debt | $100M | $59.29B |
| Cash & Equiv. | $307M | $30.71B |
ACTG vs GOOG — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Acacia Research Cor… (ACTG) | 100 | 195.8 | +95.8% |
| Alphabet Inc. (GOOG) | 100 | 552.9 | +452.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ACTG vs GOOG
Each card shows where this stock fits in a portfolio — not just who wins on paper.
ACTG is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 0 yrs, beta 0.76
- Rev growth 133.2%, EPS growth 161.1%, 3Y rev CAGR 68.9%
- Lower volatility, beta 0.76, Low D/E 17.2%, current ratio 9.18x
GOOG carries the broadest edge in this set and is the clearest fit for long-term compounding.
- 10.2% 10Y total return vs ACTG's 9.5%
- 37.9% margin vs ACTG's 7.6%
- 0.2% yield; 2-year raise streak; the other pay no meaningful dividend
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 133.2% revenue growth vs GOOG's 15.1% | |
| Value | Lower P/E (23.0x vs 32.4x) | |
| Quality / Margins | 37.9% margin vs ACTG's 7.6% | |
| Stability / Safety | Beta 0.76 vs GOOG's 1.23 | |
| Dividends | 0.2% yield; 2-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +139.7% vs ACTG's +64.6% | |
| Efficiency (ROA) | 27.4% ROA vs ACTG's 2.8%, ROIC 25.1% vs 1.2% |
ACTG vs GOOG — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
ACTG vs GOOG — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — ACTG and GOOG each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
GOOG is the larger business by revenue, generating $422.6B annually — 1481.5x ACTG's $285M. GOOG is the more profitable business, keeping 37.9% of every revenue dollar as net income compared to ACTG's 7.6%. On growth, GOOG holds the edge at +21.8% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $285M | $422.6B |
| EBITDAEarnings before interest/tax | $50M | $161.3B |
| Net IncomeAfter-tax profit | $22M | $160.2B |
| Free Cash FlowCash after capex | $59M | $73.3B |
| Gross MarginGross profit ÷ Revenue | +82.5% | +60.4% |
| Operating MarginEBIT ÷ Revenue | +2.2% | +32.7% |
| Net MarginNet income ÷ Revenue | +7.6% | +37.9% |
| FCF MarginFCF ÷ Revenue | +20.5% | +17.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +2.6% | +21.8% |
| EPS Growth (YoY)Latest quarter vs prior year | +125.0% | +81.9% |
Valuation Metrics
ACTG leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
At 23.0x trailing earnings, ACTG trades at a 37% valuation discount to GOOG's 36.5x P/E. On an enterprise value basis, ACTG's 5.7x EV/EBITDA is more attractive than GOOG's 32.0x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $489M | $4.78T |
| Enterprise ValueMkt cap + debt − cash | $283M | $4.81T |
| Trailing P/EPrice ÷ TTM EPS | 23.05x | 36.55x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 32.43x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.23x |
| EV / EBITDAEnterprise value multiple | 5.69x | 31.99x |
| Price / SalesMarket cap ÷ Revenue | 1.71x | 11.86x |
| Price / BookPrice ÷ Book value/share | 0.84x | 11.64x |
| Price / FCFMarket cap ÷ FCF | 8.35x | 65.23x |
Profitability & Efficiency
GOOG leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
GOOG delivers a 39.0% return on equity — every $100 of shareholder capital generates $39 in annual profit, vs $4 for ACTG. GOOG carries lower financial leverage with a 0.14x debt-to-equity ratio, signaling a more conservative balance sheet compared to ACTG's 0.17x. On the Piotroski fundamental quality scale (0–9), ACTG scores 9/9 vs GOOG's 7/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +3.7% | +39.0% |
| ROA (TTM)Return on assets | +2.8% | +27.4% |
| ROICReturn on invested capital | +1.2% | +25.1% |
| ROCEReturn on capital employed | +0.9% | +30.3% |
| Piotroski ScoreFundamental quality 0–9 | 9 | 7 |
| Debt / EquityFinancial leverage | 0.17x | 0.14x |
| Net DebtTotal debt minus cash | -$206M | $28.6B |
| Cash & Equiv.Liquid assets | $307M | $30.7B |
| Total DebtShort + long-term debt | $100M | $59.3B |
| Interest CoverageEBIT ÷ Interest expense | 0.71x | 392.15x |
Total Returns (Dividends Reinvested)
GOOG leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GOOG five years ago would be worth $33,317 today (with dividends reinvested), compared to $8,586 for ACTG. Over the past 12 months, GOOG leads with a +139.7% total return vs ACTG's +64.6%. The 3-year compound annual growth rate (CAGR) favors GOOG at 54.2% vs ACTG's 8.9% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +35.6% | +25.4% |
| 1-Year ReturnPast 12 months | +64.6% | +139.7% |
| 3-Year ReturnCumulative with dividends | +29.0% | +266.5% |
| 5-Year ReturnCumulative with dividends | -14.1% | +233.2% |
| 10-Year ReturnCumulative with dividends | +9.5% | +1015.6% |
| CAGR (3Y)Annualised 3-year return | +8.9% | +54.2% |
Risk & Volatility
Evenly matched — ACTG and GOOG each lead in 1 of 2 comparable metrics.
Risk & Volatility
ACTG is the less volatile stock with a 0.76 beta — it tends to amplify market swings less than GOOG's 1.23 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. GOOG currently trades 99.7% from its 52-week high vs ACTG's 96.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.76x | 1.23x |
| 52-Week HighHighest price in past year | $5.27 | $396.38 |
| 52-Week LowLowest price in past year | $2.99 | $149.49 |
| % of 52W HighCurrent price vs 52-week peak | +96.2% | +99.7% |
| RSI (14)Momentum oscillator 0–100 | 61.0 | 80.3 |
| Avg Volume (50D)Average daily shares traded | 333K | 19.2M |
Analyst Outlook
GOOG leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates ACTG as "Buy" and GOOG as "Buy". GOOG is the only dividend payer here at 0.21% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | — | $383.41 |
| # AnalystsCovering analysts | 7 | 79 |
| Dividend YieldAnnual dividend ÷ price | — | +0.2% |
| Dividend StreakConsecutive years of raises | 0 | 2 |
| Dividend / ShareAnnual DPS | — | $0.82 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +1.0% |
GOOG leads in 3 of 6 categories (Profitability & Efficiency, Total Returns). ACTG leads in 1 (Valuation Metrics). 2 tied.
ACTG vs GOOG: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is ACTG or GOOG a better buy right now?
For growth investors, Acacia Research Corporation (ACTG) is the stronger pick with 133.
2% revenue growth year-over-year, versus 15. 1% for Alphabet Inc. (GOOG). Acacia Research Corporation (ACTG) offers the better valuation at 23. 0x trailing P/E, making it the more compelling value choice. Analysts rate Acacia Research Corporation (ACTG) a "Buy" — based on 7 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — ACTG or GOOG?
On trailing P/E, Acacia Research Corporation (ACTG) is the cheapest at 23.
0x versus Alphabet Inc. at 36. 5x.
03Which is the better long-term investment — ACTG or GOOG?
Over the past 5 years, Alphabet Inc.
(GOOG) delivered a total return of +233. 2%, compared to -14. 1% for Acacia Research Corporation (ACTG). Over 10 years, the gap is even starker: GOOG returned +1016% versus ACTG's +9. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — ACTG or GOOG?
By beta (market sensitivity over 5 years), Acacia Research Corporation (ACTG) is the lower-risk stock at 0.
76β versus Alphabet Inc. 's 1. 23β — meaning GOOG is approximately 63% more volatile than ACTG relative to the S&P 500. On balance sheet safety, Alphabet Inc. (GOOG) carries a lower debt/equity ratio of 14% versus 17% for Acacia Research Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — ACTG or GOOG?
By revenue growth (latest reported year), Acacia Research Corporation (ACTG) is pulling ahead at 133.
2% versus 15. 1% for Alphabet Inc. (GOOG). On earnings-per-share growth, the picture is similar: Acacia Research Corporation grew EPS 161. 1% year-over-year, compared to 34. 5% for Alphabet Inc.. Over a 3-year CAGR, ACTG leads at 68. 9% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — ACTG or GOOG?
Alphabet Inc.
(GOOG) is the more profitable company, earning 32. 8% net margin versus 7. 6% for Acacia Research Corporation — meaning it keeps 32. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GOOG leads at 32. 1% versus 2. 2% for ACTG. At the gross margin level — before operating expenses — ACTG leads at 82. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Which pays a better dividend — ACTG or GOOG?
In this comparison, GOOG (0.
2% yield) pays a dividend. ACTG does not pay a meaningful dividend and should not be held primarily for income.
08Is ACTG or GOOG better for a retirement portfolio?
For long-horizon retirement investors, Alphabet Inc.
(GOOG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 23), +1016% 10Y return). Both have compounded well over 10 years (GOOG: +1016%, ACTG: +9. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between ACTG and GOOG?
These companies operate in different sectors (ACTG (Industrials) and GOOG (Communication Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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