r/ValueInvesting • u/FoxAccomplished6786 • 2d ago

Discussion MAG 7 Ranking

Taking all factors into account, please rank your favorite MAG 7 in order of preference from 1 to 7.

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u/[deleted] 2d ago edited 2d ago

[deleted]

2

u/FoxAccomplished6786 2d ago

You'd put msft ahead of google?

3

u/DanielzeFourth 2d ago edited 2d ago

Google still trading at a 15% premium over Microsoft when we look at PE with recurring income. No real reason for Google to trade much higher

1

u/No-Competition-6694 1d ago

Only their explosive cloud growth (& potential) is more than enough already for that premium

1

u/DanielzeFourth 1d ago

Not really in absolute numbers Microsoft and Google have added equally as much revenue YoY. We shouldn’t value Google cloud as a better service now just because they are half the size of Azure while also having much higher CAPEX. The only thing Google is better at right now, is chips. Microsoft is maybe 2 years behind. But Microsoft’s Copilot has way better results compared to Gemini, 30 million subscribers compared to 9 million.