| Stage | GOOGL | % of rev | IBM | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $128B | 100.00% | $17.1B | 100.00% | GOOGL ×7.46 |
| Gross profit | $76.2B | 59.70% | $9.7B | 56.80% | GOOGL +2.9pp |
| Operating income | $40.6B | 31.81% | $3.0B | 17.48% | GOOGL +14.3pp |
| Pre-tax income | $32.4B | 25.36% | $2.5B | 14.60% | GOOGL +10.8pp |
| Net income | $26.5B | 20.75% | $2.2B | 12.80% | GOOGL +7.9pp |
| Stage | GOOGL | IBM | Gap · A − B |
|---|---|---|---|
| Revenue | $128B100.00% | $17.1B100.00% | GOOGL ×7.46 |
| Gross profit | 59.70%$76.2B | 56.80%$9.7B | GOOGL +2.9pp |
| Operating income | 31.81%$40.6B | 17.48%$3.0B | GOOGL +14.3pp |
| Pre-tax income | 25.36%$32.4B | 14.60%$2.5B | GOOGL +10.8pp |
| Net income |
| 20.75%$26.5B |
| 12.80%$2.2B |
| GOOGL +7.9pp |
GOOGL · CUZ 10-KFeb 6 '25
“2 Alphabet 1 1 799,149 53,924 6.3% 13.1”
IBM · CUZ 10-KFeb 6 '25
“5 IBM (3) 1 1 319,863 18,755 2.2% 15.7”