GOOGL vs META Investment Analysis: November 2025 Comparison

Reddit community sentiment shows mixed preferences with several key themes:

Multiple users (Tis_But_A_Scratch___, FarrisAT, BobWileey, nightwica) recommend splitting the investment rather than choosing just one stock, suggesting both companies merit consideration [citation:1].

iD-10T_usererror argues strongly for Google, criticizing Zuckerberg’s “founder syndrome” and overemphasis on VR, while highlighting concerns about Facebook’s aging demographic [citation:1].

DuvelNA favors Meta based on cheaper valuation, strong moat, and temporary expense growth. Professional_Monkeys cites mean reversion theory, expecting Meta to rebound within three months [citation:1].

Acceptable_Rice notes Alphabet’s Waymo expansion in Austin as a positive indicator for Google [citation:1].

Unhappy-Factor8427 warns both stocks are heavily saturated and recommends proceeding slowly due to potential market corrections [citation:1].

• GOOGL Q3 2025:
  $102.35B revenue (+16% YoY), EPS $2.87, P/E 26.19, stock up 48.5% YTD [citation:2][citation:3]
• META Q3 2025:
  $51.24B revenue (+26% YoY), EPS $7.25, P/E 28.64 [citation:4][citation:5]

• GOOGL Cloud revenue grew 34% to $15.2B in Q3 2025 [citation:9]
• META increased 2025 capex to $70-72B for AI investments [citation:7]
• Both companies demonstrating strong AI-driven growth initiatives [citation:2][citation:4]

• META: Consensus “Moderate Buy” with average price target $827.60 (range $750-$930) [citation:5][citation:6]
• GOOGL: Consensus “Strong Buy” with average price target $301.20 (range $185-$350) [citation:3][citation:13]

Reddit suggests Meta has “cheaper valuation” [citation:1], but research shows META actually trades at a premium (P/E 28.64 vs GOOGL’s 26.19) [citation:2][citation:4].

META offers superior growth (26% vs 16% YoY) and higher analyst price targets, while GOOGL provides better value metrics and broader diversification across search, cloud, and autonomous driving [citation:2][citation:3][citation:9].

Both companies are making substantial AI investments, with META’s higher capex ($70-72B) potentially driving future growth but impacting near-term margins [citation:7].

Reddit’s concerns about Facebook’s aging demographic [citation:1] contrast with META’s strong revenue growth, suggesting the company may be successfully expanding beyond traditional social media.

• Waymo expansion represents significant long-term upside [citation:1][citation:9]
• Cloud growth momentum (34% YoY) [citation:9]
• More attractive valuation metrics [citation:2]

• Higher growth trajectory and analyst price targets [citation:5][citation:6]
• AI investments could drive future competitive advantages [citation:7]
• Mean reversion potential as noted by Reddit [citation:1]

• Market saturation concerns [citation:1]
• Heavy AI investment spending impacting profitability [citation:7]
• Regulatory scrutiny in tech sector
• High valuations relative to broader market

For investors seeking

: META appears more attractive despite higher valuation, given its superior revenue growth and optimistic analyst targets.

For investors seeking

: GOOGL offers better metrics, broader business segments, and autonomous driving upside through Waymo.

For

: Following Reddit’s suggestion to split the allocation between both stocks may provide optimal diversification while capturing growth from both AI leaders [citation:1].