Updated
Updated · The Motley Fool · Jul 26
Alphabet Seen Reaching $5 Trillion Before Apple Despite $1 Trillion Gap
Updated
Updated · The Motley Fool · Jul 26

Alphabet Seen Reaching $5 Trillion Before Apple Despite $1 Trillion Gap

3 articles · Updated · The Motley Fool · Jul 26

Summary

  • $5 trillion is more attainable for Alphabet than Apple, the analyst argues, even though Apple sits just over $200 billion away and Alphabet remains about $1 trillion short after a sell-off.
  • Alphabet's case rests on profits and valuation: it had about $160 billion in net income as of first-quarter 2026, while its earnings multiple sits near the S&P 500's 25.5 times trailing earnings.
  • Apple still leads on revenue, but the report says its trailing and forward valuations are stretched near five-year highs while earnings growth expectations remain modest.
  • If Alphabet traded at Apple's richer multiple, the analyst says it would already be in the $5 trillion club, reinforcing a longer-term view that Alphabet could even reach $6 trillion first.

Insights

Will Alphabet's booming AI and robotaxi empire allow it to steal the $5 trillion crown right out from under Apple?
Could Apple's heavy reliance on hardware sales ultimately cost it the race to become the next $5 trillion tech titan?