Both companies are giants in the tech sector, and they offer similar products, including: When comparing Apple and Google, we need to look at the competitive landscape they operate in. I think that Google will outgrow Apple for the foreseeable future, so I see its stock as a somewhat better buy. Google’s earnings growth is technically negative due to it owning a stock portfolio during a bear market, but its free cash flow growth is better than Apple’s. I think they’re both great companies, but Google was much cheaper than Apple when I started buying the two stocks, despite having better growth. However, Buffett’s partner Charlie Munger recently commented that GOOG was a great stock that he and Buffett had “ missed.” Li Lu, another top value investor, holds Google in addition to Apple.Īs for me personally, I have Google at a higher portfolio weighting than Apple. Warren Buffett owns Apple but not Google, which implies he likes the former better. There are many different opinions on this. So, between Apple and Google, which is the better buy? However, Google has historically had stronger growth than Apple, and if that continues, then those who overweight GOOG today will be rewarded. You can always just buy AAPL and GOOG via the Invesco QQQ Trust ( QQQ), and enjoy both stocks at their market cap weightings. It’s easy enough to say “Apple and Google are both great companies,” it’s a different matter entirely to say how they should be weighted in your portfolio. Second, it can help you with position sizing. First, it’s valuable as an intellectual exercise. However, it is worth exploring which of these two stocks is the better buy. There’s a strong case to be made for owning both of them, and this author, at least, does. One has a fanatical fan base and extreme brand loyalty, the other is the most ubiquitous company in the world. Prykhodov/iStock Editorial via Getty ImagesĪpple ( NASDAQ: AAPL) and Alphabet ( NASDAQ: GOOG) are two of America’s biggest tech giants.
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