Kakao vs Alphabet Inc Class C: Fair Value & Quality
Both stocks run through our valuation models. Here is how Kakao (035720) and Alphabet Inc Class C (GOOG) compare, as of Aug 14, 2026.
As of Aug 14, 2026, Fair Value Calculator sees Kakao as the less overvalued of the two: Kakao trades at KRW 40,000 versus a fair value of KRW 24,536 (-39%), while Alphabet Inc Class C trades at $344 versus $145 (-58%).
Kakao
035720.KO · KRW · Communication Services
-39%
upside to fair value
overvalued
PriceKRW 40,000
Fair ValueKRW 24,536
Quality54/100
Alphabet Inc Class C
GOOG · USD · Communication Services
-58%
upside to fair value
overvalued
Price$344
Fair Value$145
Quality70/100
Head-to-head numbers
Green value = the better side for that row (for valuation multiples: lower = cheaper).
KakaoAlphabet Inc Class C
Valuation
—P/E (TTM)26.4×
—P/S (TTM)10.00×
—P/B10.17×
—EV/EBITDA26.3×
1.20×PEG1.36×
0.2%Dividend yield0.2%
KRW 75Dividend per share$0.84
Profitability
6%Net margin38%
11%Operating margin36%
4%Return on equity39%
2%Return on assets15%
Growth
11%Revenue growth (YoY)22%
6.0%Avg. growth/yr (3Y)12.5%
14.3%Avg. growth/yr (5Y)17.2%
Balance & size
0.09×Debt / equity0.11×
$11BMarket cap$4.2T
mixedGrowth qualityexpensive
Alphabet Inc Class C leads: 2 to 8 metric wins.
Dash = not meaningfully computable, for example with negative equity.
Quality in detail
The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.
Kakaoof which business quality 54 · market factors 19Alphabet Inc Class Cof which business quality 69 · market factors 65
ProfitabilityMargins and returns on capital today
30
84
Quality GrowthAre margins and returns improving?
38
56
CashflowEarnings quality: real cash, not paper profit
InvestmentDisciplined investing over empire-building
72
8
Low VolatilityCalm price path (market factor)
36
52
MomentumPrice trend over the last 3–12 months (market factor)
11
61
52W MomentumDistance to the 52-week high (market factor)
11
86
Net IssuanceBuybacks instead of dilution
80
99
What the models say
The median fair value (base case) per model family, each in the currency of its trading venue. Green = above the current price, red = below.
Kakao
DCF ModelsKRW 61,067
Earnings-BasedKRW 22,864
Dividend DiscountKRW 1,688
MultiplesKRW 29,197
Asset-BasedKRW 17,144
Growth DCFKRW 60,304
Economic ProfitKRW 20,721
Growth EarningsKRW 31,672
14 of 26 models see the stock below the current price.
Alphabet Inc Class C
DCF Models$200
Earnings-Based$260
Dividend Discount$15.70
Multiples$133
Asset-Based$22.75
Growth DCF$181
Economic Profit$155
Growth Earnings$343
23 of 26 models see the stock below the current price.
Scenario ranges
From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.
Kakao
Bear KRW 18,829Fair Value KRW 24,536Bull KRW 30,671
KRW 40,000 = current price (white tick)
Alphabet Inc Class C
Bear $105Fair Value $145Bull $373
$344 = current price (white tick)
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Ranked within their sector
Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.
Kakao · Communication Services
Quality score54 · above median
Fair value upside-39% · below median
Alphabet Inc Class C · Communication Services
Quality score70 · Top 25%
Fair value upside-58% · bottom 25%
Bottom line
As of Aug 14, 2026, Fair Value Calculator sees Kakao as the less overvalued of the two: Kakao trades at KRW 40,000 versus a fair value of KRW 24,536 (-39%), while Alphabet Inc Class C trades at $344 versus $145 (-58%).
Alphabet Inc Class C has the higher quality score (70/100).
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A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.
