Thoughts on why Google is losing the market cap war so badly?

Google
PSBudd

Go to company page Google

PSBudd
May 24, 2019 31 Comments

As of this morning here are market caps for the largest tech companies:

1) MSFT - 970B
2) AMZN - 900B
3) AAPL - 832B
4) GOOG - 794B

There is no reason why Google should be so far back, especially given their sizeable investments in so many future bets. Why are investors not rewarding Google the same way they are rewarding Amazon for playing the long game?

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TOP 31 Comments
  • Amazon
    fhgeudin

    Go to company page Amazon

    fhgeudin
    Don’t you think Google had no original ideas in recent years? It keeps copying others’ ideas. Google’s market cap was stuck in the 2nd tier but never fell far. If it falls badly, Google may realize how to create new things again. #SmartestBrainWaste
    May 24, 2019 1
  • Amazon
    SeekingHLP

    Go to company page Amazon

    SeekingHLP
    My 2 cents - Google doesn’t have many profit making products besides search (Amazon and Facebook eating into it) and YouTube. They should charge a nominal fees for Android, spend more on marketing google cloud and google docs and hope self-driving car will help bottom line.

    Summary is, google needs more product mentality and marketing teams.
    May 24, 2019 1
  • Google / Mgmt
    Ex Amazon

    Go to company page Google Mgmt

    PRE
    Amazon
    Ex Amazon
    topCon I hope you are right, but I fear you are not. Age coupled with health is the key.
    Apple is an old show dog with no new tricks.
    Microsoft is a middle aged gentleman who's started going to the gym again.
    Amazon is a tremendously hungry beast looking for more abundant hunting grounds.
    Google is an overgrown child, who's favorite toy is slowly disintegrating.
    May 24, 2019 4
    • Google / Mgmt
      Ex Amazon

      Go to company page Google Mgmt

      PRE
      Amazon
      Ex Amazon
      Our history is certainly phenomenal. Future outlook is the more pertinent thing to consider. Without the energy and focus of the founders over the past 20 years, the vision, will and strategy of the new CEO isn't quite cutting it. That's the worry.
      May 24, 2019
    • Google
      topCon

      Go to company page Google

      topCon
      If you look at Amazon, Microsoft, and Apple stock performance through the years, there's been stretches where the stock took a breather. Happens to everyone. The future is uncertain but 800B at 20 years is great, maybe best in history?
      May 24, 2019
  • Amazon / Eng
    n0v

    Go to company page Amazon Eng

    n0v
    Google is failing due to lack of successful new businesses. Google hasn't shipped an organically created new business/product that is successful (1B+ income) in 15 years or so. Lots of cool stuff that goes nowhere and dies though. Lots of employees chasing prestige. Lack of business results. There's something broken in Google's culture to select and foster new good ideas.
    May 24, 2019 0
  • Google
    topCon

    Go to company page Google

    topCon
    Google's market cap growth is better than all these companies if you consider their ages.

    Google is 20 years old
    Amazon is 24
    Apple and Microsoft are 40+

    Google will be over 1+ trillion by 24, so don't sweat it
    May 24, 2019 4