Internet Content & Information: Alphabet Inc. owns the largest revenue base; Nebius Group N.V. has the fastest current growth.
The industry itself · before any single company
How has Internet Content & Information moved against S&P 500?
The line below covers 5.2 years. Over the most recent two of them this industry is 11% behind S&P 500. Earnings across its companies grew 22% on average over the last four reported quarters.
FADING · −2 in 4w~Moving with the index16 of 41 companies ahead of S&P 500 by 5% or more over three months5 are 20% or more behind over a year while earnings grew 20% or more
Internet Content & Information, equal-weighted, based at 200S&P 500, same base, same starttrailing 12-month earnings per share risingfalling
Strength anatomyMixedHow much of the industry is participating, how recently, and whether the movers score well.
Together16 of 41 stocks moving
Fresh4 crossed in the last 4 weeks
Backed by scoresmovers score +4 vs the industry average
Down the cap ladder — bar is now, tick is four weeks ago
Large4/9−1
Mid5/14+1
Small7/18−2
Participation is not spreading downward this month; the larger companies are still carrying most of it.
Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 41 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.
Sector relative strength · before individual stocks
Is Internet Content & Information outperforming S&P 500?
Internet Content & Information has underperformed S&P 500 by 14.2% over the last 52 weeks. Over 13 weeks the gap is a lead of 6.6%. 10 of 23 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Groupon, Inc. is the strongest against the sector itself at +50%.
+6.6%Sector vs S&P 500 · 13 weeks
-14.2%Sector vs S&P 500 · 52 weeks
10/23Stocks leading S&P 500
10/23Stocks leading sector
Sector metric: — as of latest available · unclassified · direction unavailable.
The central tension: the companies with the most scale are not necessarily the companies creating the most change.
Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.
Bottom line
Internet Content & Information has underperformed S&P 500 by 14.2% over 52 weeks and 6.6% over 13 weeks. 10 of 23 covered companies beat the S&P 500 on Mansfield relative strength, while 10 of 23 beat the sector itself. Alphabet Inc. leads with revenue of $422,499 million, based on 24 of 24 comparable companies through Mar 2026.
Is the Internet Content & Information sector outperforming S&P 500?
Internet Content & Information has underperformed S&P 500 by 14.2% over 52 weeks and 6.6% over 13 weeks. 10 of 23 covered companies beat the S&P 500 on Mansfield relative strength, while 10 of 23 beat the sector itself.
Which Internet Content & Information company is largest by revenue?
Alphabet Inc. leads with revenue of $422,499 million, based on 24 of 24 comparable companies through Mar 2026.
Which Internet Content & Information company is growing fastest?
Nebius Group N.V. has the fastest current revenue growth at 100%, across 24 of 24 comparable companies.
Which Internet Content & Information company has the strongest 4-Factor Sector Score?
EverQuote, Inc. ranks first at 76.7/100 with 76.2% evidence confidence. The score prioritizes research; it is not a buy recommendation.
Which Internet Content & Information company reports the most CAPEX?
Alphabet Inc. reports the largest latest CAPEX at $35,674 million, with 24 of 24 companies comparable.
Which Internet Content & Information company has the least gross debt?
EverQuote, Inc. has the lowest comparable gross debt at $2 million. Alphabet Inc. has the highest at $95,876 million.
Which Internet Content & Information company has the lowest comparable PEG?
Weibo Corporation has the lowest comparable Guarded PEG at 0.13, among 9 of 24 companies that pass the metric’s comparability rules.
How much history does this Internet Content & Information comparison include?
The page compares up to 20 reported quarters per company for fundamentals, CAPEX, debt and valuation, ending Mar 2026. Missing observations remain blank rather than being estimated.
How is the 4-Factor Sector Score calculated?
The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.
Companies
24
complete canonical membership
Combined market value
$5.8T
Alphabet Inc.
Revenue growing
21/24
positive TTM year-on-year growth
Beating S&P 500
10/23
positive Mansfield relative strength
Global company selection
00 · research priority, made explicit
4-Factor Sector Score
An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.
EverQuote, Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 76.2% evidence confidence.
JOYY Inc. looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
JOYY Inc. has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.
Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is guarded: positive earnings, positive 5–60% three-year EPS growth, and a positive P/E are required.
Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -6% and the one-year return is -5.4%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth.
Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -39.8% and the one-year return is -56.2%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth.
Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
12.2/35Growth & earnings
Revenue -0.8% · PAT — · OPM change -0.9 pp
71% evidence
9.1/25Capital efficiency
ROCE 0.6% · debt/equity 0.74×
80% evidence
10.0/20Valuation
P/E — · PEG —
0% evidence
10.0/20Relative strength
RS sector — · RS bench — · 1Y —
0% evidence
01 · compare level, then change
Revenue Scale & Growth Durability
Alphabet Inc. has the highest Revenue among the 24 Internet Content & Information companies compared here, at $422,499 million. Meta Platforms, Inc. is next at $214,962 million. Nebius Group N.V. has the highest Revenue growth at the 100% top of the scoring scale, so level and change sit with different companies.
What the numbers say: Alphabet Inc. is the scale leader at $422,499 million, 96.5% ahead of Meta Platforms, Inc.. Nebius Group N.V.'s growth is stored at the ≥100% scoring cap; the uncapped TTM change is 452.2% from a $878 million base, with 18 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.
LeaderAlphabet Inc. · $422,499 million
Gap96.5% versus #2 · Meta Platforms, Inc.
Persistence8/8 recent comparable periods
Coverage24/24 companies · 458 observations
Investor read: Alphabet Inc. is the scale benchmark; Nebius Group N.V. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.
This conclusion weakens if: Alphabet Inc.'s growth falls below Nebius Group N.V.'s for two consecutive comparable reports while operating margin also compresses.
Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenuelargest
1Alphabet Inc. GOOGL$422.5B
2Meta Platforms, Inc. META$215.0B
3Spotify Technology S.A. SPOT$17.5B
4Snap Inc. SNAP$6.1B
5Pinterest, Inc. PINS$4.4B
Revenue growthfastest growers
1Nebius Group N.V. NBIS100%
2Reddit, Inc. RDDT71%
3Genius Sports Limited GENI33%
4Meta Platforms, Inc. META26%
5EverQuote, Inc. EVER25%
Revenue · company comparison
24/24 level · 24/24 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 24 companies with a series here. The remaining 12 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 24 companies with a series here. The remaining 12 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Meta Platforms, Inc. has the highest OPM among the 24 Internet Content & Information companies compared here, at 40.6%. Alphabet Inc. is next at 36.1%. Nebius Group N.V. has the highest Margin change at +204.2 percentage points, so level and change sit with different companies. 23 of 24 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Meta Platforms, Inc. leads opm at 40.6%; Nebius Group N.V. leads margin change at +204.2 percentage points.
LeaderMeta Platforms, Inc. · 40.6%
Gap12.5% versus #2 · Alphabet Inc.
Persistence5/8 recent comparable periods
Coverage23/24 companies · 449 observations
Investor read: Meta Platforms, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current margin change signal.
Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
OPMhighest
1Meta Platforms, Inc. META41%
2Alphabet Inc. GOOGL36%
3Reddit, Inc. RDDT28%
4Match Group, Inc. MTCH27%
5Weibo Corporation WB26%
Margin changefastest expanders
1Nebius Group N.V. NBIS+204.2 pp
2Reddit, Inc. RDDT+26.6 pp
3Nextdoor Holdings, Inc. NXDR+25.0 pp
4Taboola.com Ltd. TBLA+16.4 pp
5Snap Inc. SNAP+9.3 pp
Operating margin · company comparison
23/24 level · 24/24 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 24 companies with a series here. The remaining 12 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 24 companies with a series here. The remaining 12 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Alphabet Inc. has the highest Net profit among the 24 Internet Content & Information companies compared here, at $160,208 million. Meta Platforms, Inc. is next at $70,587 million. EverQuote, Inc. has the highest Profit growth at the 100% top of the scoring scale, so level and change sit with different companies.
What the numbers say: Alphabet Inc. leads with $160,208 million of TTM profit, 127% above Meta Platforms, Inc.. EverQuote, Inc. shows ≥100% on the scoring scale (192.1% uncapped) growth from a $111 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.
LeaderAlphabet Inc. · $160,208 million
Gap127% versus #2 · Meta Platforms, Inc.
Persistence8/8 recent comparable periods
Coverage24/24 companies · 469 observations
Investor read: Alphabet Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.
Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profitlargest
1Alphabet Inc. GOOGL$160.2B
2Meta Platforms, Inc. META$70.6B
3Spotify Technology S.A. SPOT$2.7B
4Nebius Group N.V. NBIS$754M
5Reddit, Inc. RDDT$708M
Profit growthfastest growers
1EverQuote, Inc. EVER100%
2Reddit, Inc. RDDT100%
3Spotify Technology S.A. SPOT100%
4Alphabet Inc. GOOGL44%
5Opera Limited OPRA38%
Net profit · company comparison
24/24 level · 12/24 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 24 companies with a series here. The remaining 12 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 23 companies with a series here. The remaining 11 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Alphabet Inc. has the highest CAPEX among the 24 Internet Content & Information companies compared here, at $35,674 million. Meta Platforms, Inc. is next at $18,997 million. Nebius Group N.V. has the highest CAPEX intensity at 619.8%, so level and change sit with different companies. 24 of 24 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Alphabet Inc. reports $35,674 million of CAPEX; Nebius Group N.V. has the highest covered intensity at 619.8%. Coverage is only 24 of 24 companies and 414 reported observations, so this is partial evidence—not a complete sector rank.
LeaderAlphabet Inc. · $35,674 million
Gap87.8% versus #2 · Meta Platforms, Inc.
Persistence8/8 recent comparable periods
Coverage24/24 companies · 414 observations
Investor read: Use the CAPEX rank as a diligence queue. Verify commissioning, utilization, cash conversion and post-investment ROCE before treating spend as value creation.
This conclusion weakens if: CAPEX rises without higher utilization, operating cash flow or incremental returns.
CAPEX is cash spent on property, plant, equipment and other reported capital assets. CAPEX intensity divides that spend by revenue; high intensity is a reinvestment signal, not proof that the reinvestment will earn attractive returns.
CAPEXlargest spenders
1Alphabet Inc. GOOGL$35.7B
2Meta Platforms, Inc. META$19.0B
3Nebius Group N.V. NBIS$2.5B
4Snap Inc. SNAP$41M
5Zillow Group, Inc. ZG$34M
CAPEX intensityhighest reinvestment intensity
1Nebius Group N.V. NBIS620%
2Meta Platforms, Inc. META34%
3Alphabet Inc. GOOGL33%
4Weibo Corporation WB13%
5Zillow Group, Inc. ZG4.8%
Capital expenditure · company comparison
24/24 level · 23/24 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 23 companies with a series here. The remaining 11 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 23 companies with a series here. The remaining 11 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Capacity base is net fixed assets plus capital work in progress, straight off the reported balance sheet. It is not cash spent, so it answers a narrower question than CAPEX — but it is reported for companies whose cash-flow CAPEX is not published, which is why it leads here. Missing years remain blank; annual values are never relabelled as quarters.
Full annual capacity base, operating cash flow, CAPEX and free cash flow history
Capacity base · net fixed assets + CWIP · fiscal-year history
Showing the 12 largest of 24 companies with a series here. The remaining 12 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 24 companies with a series here. The remaining 12 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 24 companies with a series here. The remaining 12 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 24 companies with a series here. The remaining 12 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
EverQuote, Inc. has the lowest Gross debt among the 24 Internet Content & Information companies compared here, at $2 million. Alphabet Inc. has the lowest Net debt at $30,964 million net cash, so level and change sit with different companies. 24 of 24 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Alphabet Inc. has the clearest covered balance-sheet capacity with $30,964 million net cash and gross debt of $95,876 million. Absolute debt alone does not identify the strongest balance sheet because company scale differs; net debt and debt-to-equity carry more information.
LeaderEverQuote, Inc. · $2 million
Gap0% versus #2 · RUM Group Inc.
Persistence8/8 recent comparable periods
Coverage24/24 companies · 463 observations
Investor read: Prioritize net-cash capacity and leverage relative to operating scale, not the smallest absolute rupee debt.
This conclusion weakens if: Net debt rises faster than revenue and profit for two consecutive reported periods.
Gross debt shows contractual borrowings. Net debt subtracts reported cash; a negative value means net cash. Lower debt can create capacity, but should be read against the scale and capital intensity of the business.
Gross debtlowest gross debt
1EverQuote, Inc. EVER$2M
2RUM Group Inc. RUM$2M
3Opera Limited OPRA$9M
4WEBTOON Entertainment Inc. WBTN$20M
5Reddit, Inc. RDDT$21M
Net debtlowest net debt
1Alphabet Inc. GOOGL$-31.0B
2Spotify Technology S.A. SPOT$-8.3B
3Reddit, Inc. RDDT$-2.8B
4JOYY Inc. JOYY$-1.1B
5Weibo Corporation WB$-729M
Debt and balance-sheet capacity · company comparison
24/24 level · 24/24 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 24 companies with a series here. The remaining 12 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 24 companies with a series here. The remaining 12 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Alphabet Inc. has the highest ROCE among the 24 Internet Content & Information companies compared here, at 23.3%. EverQuote, Inc. is next at 11.9%. Reddit, Inc. has the highest ROCE change at +6.5 percentage points, so level and change sit with different companies. 24 of 24 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Alphabet Inc. leads ROCE at 23.3%, 11.4 percentage points above EverQuote, Inc.. Reddit, Inc. has the strongest latest improvement at +6.5 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.
LeaderAlphabet Inc. · 23.3%
Gap95.8% versus #2 · EverQuote, Inc.
Persistence5/8 recent comparable periods
Coverage24/24 companies · 446 observations
Investor read: Alphabet Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current roce change signal.
ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
ROCEhighest
1Alphabet Inc. GOOGL23%
2EverQuote, Inc. EVER12%
3Spotify Technology S.A. SPOT9.4%
4Meta Platforms, Inc. META7.7%
5Match Group, Inc. MTCH6.9%
ROCE changefastest improvers
1Reddit, Inc. RDDT+6.5 pp
2Taboola.com Ltd. TBLA+6.5 pp
3EverQuote, Inc. EVER+5.2 pp
4Zillow Group, Inc. ZG+3.6 pp
5Match Group, Inc. MTCH+2.1 pp
Return on capital · company comparison
24/24 level · 24/24 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 24 companies with a series here. The remaining 12 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 24 companies with a series here. The remaining 12 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Weibo Corporation has the lowest Guarded PEG among the 24 Internet Content & Information companies compared here, at 0.13×. JOYY Inc. is next at 0.3×. EverQuote, Inc. has the lowest P/E at 5.24×, so level and change sit with different companies. 9 of 24 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Weibo Corporation has the lowest comparable Guarded PEG at 0.13×, 56.7% below JOYY Inc.. Only 9 of 24 companies pass the guard, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.
LeaderWeibo Corporation · 0.13×
Gap56.7% versus #2 · JOYY Inc.
Persistence0/8 recent comparable periods
Coverage9/24 companies · 36 observations
Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.
This conclusion weakens if: The next two comparable reports reverse the current p/e signal.
PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data sources reconciled. A missing PEG is more honest than a low-base fiction.
Guarded PEGlowest PEG
1Weibo Corporation WB0.1
2JOYY Inc. JOYY0.3
3Opera Limited OPRA0.3
4Match Group, Inc. MTCH0.4
5Alphabet Inc. GOOGL0.5
P/Elowest P/E
1EverQuote, Inc. EVER5.2
2Weibo Corporation WB6.1
3Taboola.com Ltd. TBLA8.2
4Opera Limited OPRA11.3
5Yelp Inc. YELP11.3
Valuation · company comparison
9/24 level · 18/24 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Weibo Corporation has the lowest EV/EBITDA among the 24 Internet Content & Information companies compared here, at 3.21×. Taboola.com Ltd. is next at 4.27×. People Incorporated has the lowest P/BV at 0.33×, so level and change sit with different companies. 19 of 24 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Weibo Corporation leads ev/ebitda at 3.21×; People Incorporated leads p/bv at 0.33×.
LeaderWeibo Corporation · 3.21×
Gap24.8% versus #2 · Taboola.com Ltd.
Persistence0/8 recent comparable periods
Coverage19/24 companies · 239 observations
Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.
This conclusion weakens if: The next two comparable reports reverse the current p/bv signal.
EV/EBITDA includes debt in enterprise value and is useful across different capital structures. P/BV prices the company against its own book. Both are market multiples on reported figures, not intrinsic-value estimates and not forecasts.
EV/EBITDAlowest EV/EBITDA
1Weibo Corporation WB3.2
2Taboola.com Ltd. TBLA4.3
3EverQuote, Inc. EVER4.8
4Yelp Inc. YELP5.8
5Upwork Inc. UPWK7.5
P/BVlowest P/BV
1People Incorporated PPLI0.3
2JOYY Inc. JOYY0.5
3Weibo Corporation WB0.6
4Taboola.com Ltd. TBLA0.9
5WEBTOON Entertainment Inc. WBTN1.1
Enterprise and book valuation · company comparison
19/24 level · 22/24 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 19 companies with a series here. The remaining 7 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 24 companies with a series here. The remaining 12 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Nebius Group N.V. has the strongest one-year price move in Internet Content & Information at +226.3%. Groupon, Inc. leads on Mansfield relative strength against the S&P 500 at +40%. 10 of 23 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-07-28.
Every price line is indexed to 100 over the chosen window. Mansfield relative strength compares a price ratio with its own 52-week average; zero separates leadership from lagging.
Price and relative strength
Price is rebased to 100 inside the selected window. Pair ratio rebases each selected company against one chosen denominator.
Before the conclusion · check the blind spots
What can make this comparison misleading?
This Internet Content & Information comparison names 4 specific ways its own evidence can mislead, all listed below. All 24 companies here report on comparable dates, so no rank carries a stale marker. A high growth rate can still be a low-base artefact.
Keep these limits visible
A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
10 · the complete set
Which companies are included?
All 24 companies in the canonical Internet Content & Information membership are listed below, largest market value first — nothing is silently dropped, even where a company reports too little to rank. The charts above default to a selective view; this register is the complete set, with each company's own latest reporting date beside it.
AHEAD means the company is beating the index by 5% or more over three months. LAGGING, FUNDAMENTALS UP means it is 20% or more behind over a year while its trailing twelve-month earnings grew 20% or more. Both rules are fixed and applied the same way in every sector.
This comparison is built from the reported filings of 24 Internet Content & Information companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Mar 2026 and market data through 2026-07-28. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.
FundamentalsThrough Mar 2026 · up to 20 quarters per company
Market dataThrough 2026-07-28 · weekly price and relative-strength history
Derived metricsGrowth, changes, CAPEX intensity, net debt, guarded PEG and P/BV÷ROE are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
Internet Content & Information company comparison FAQs
These 18 answers restate the Internet Content & Information comparison above in question form. Every one is computed from the same 24 companies and the same reported filings as the rankings and charts, current through Mar 2026. Price and relative-strength answers run through 2026-07-28. Nothing here is estimated, and none of it is a recommendation.
Which Internet Content & Information company is the biggest?
Alphabet Inc. is the largest, with trailing-twelve-month revenue of $422,499 million, ahead of Meta Platforms, Inc. at $214,962 million. That covers 24 of 24 companies with comparable reporting through Mar 2026.
Which Internet Content & Information company is growing fastest?
Nebius Group N.V. has the fastest revenue growth at 100% year on year, across 24 of 24 comparable companies. Fast growth off a small base is not the same as proven scale — check whether the rate holds across several quarters on the chart above before treating it as a trend.
Which Internet Content & Information company has the best profit margins?
Meta Platforms, Inc. has the highest operating margin at 40.6%, from 23 of 24 comparable companies. Nebius Group N.V. shows the biggest recent improvement, at +204.2 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.
Which Internet Content & Information company makes the most profit?
Alphabet Inc. earns the most, at $160,208 million of trailing-twelve-month net profit, from 24 of 24 comparable companies. EverQuote, Inc. has the fastest profit growth at 100%, though growth off a small or recovering profit base overstates how much has actually changed.
Which Internet Content & Information company earns the highest return on capital?
Alphabet Inc. leads on return on capital employed at 23.3%, across 24 of 24 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.
Which Internet Content & Information stock is the cheapest?
On guarded PEG — where a LOWER number is cheaper — Weibo Corporation screens cheapest at 0.13×. Only 9 of 24 companies pass the comparability guard, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.
Which Internet Content & Information company has the strongest balance sheet?
EverQuote, Inc. carries the lowest comparable gross debt at $2 million, from 24 of 24 companies. Absolute rupee debt alone does not settle it, because company scale differs — net debt and debt-to-equity in the chart above carry more information, and a very low-debt balance sheet can also mean under-investment.
Which Internet Content & Information company is investing most in new capacity?
Alphabet Inc. reports the largest capital spending at $35,674 million, across 24 of 24 companies. Spending consumes cash before it earns anything, so treat the ranking as a diligence queue: check commissioning, utilisation and the return earned on the completed assets before reading spend as value creation.
Is the Internet Content & Information sector beating the market?
Internet Content & Information has underperformed S&P 500 by 14.2% over the last 52 weeks and 6.6% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 10 of 23 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.
Which Internet Content & Information stock has the strongest price momentum?
Groupon, Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.
Which Internet Content & Information company scores highest for research priority?
EverQuote, Inc. scores 76.7 out of 100 with 76.2% evidence confidence, from 29.6 points on growth and earnings, 16.6 on capital efficiency, 11.5 on valuation and 19 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.
How many Internet Content & Information companies does this comparison cover, and over what period?
It compares 24 listed companies over up to 20 reported quarters of fundamentals and 5 fiscal years of capital allocation, ending Mar 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.
What is the total market cap of the Internet Content & Information sector?
The 24 Internet Content & Information companies on this page carry $5,838,270 million of combined market value. Alphabet Inc. is the largest at $4,081,273 million, about 70% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-07-28.
What is the Internet Content & Information sector's P/E ratio?
The median price-to-earnings ratio across the 24 Internet Content & Information companies on this page is 20.8×, measured on the 18 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-07-28.
How is the Internet Content & Information sector performing?
10 of the 23 covered Internet Content & Information companies are beating S&P 500 on Mansfield relative strength. The sector itself is 14.2% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-07-28.
How many Internet Content & Information stocks are listed in the US?
This comparison covers 24 listed Internet Content & Information companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Mar 2026. Membership is the full industry list — nothing is dropped for having thin data.
Why are some values on this page blank?
A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.
Is this investment advice?
No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.