The video provides a comparative fundamental analysis of Alphabet (GOOGL) and Meta Platforms (META). It highlights that both companies are trading at nearly identical valuations with a forward P/E ratio of around 26. According to the video's discounted cash flow (DCF) model, Alphabet's intrinsic value per share is calculated at $290, nearly its current market price of $289. Alphabet's weighted average cost of capital (WACC) is 9.74%, but it's return on invested capital to WACC ratio is close to 3:1, which is excellent. Meta Platforms' intrinsic value per share is estimated at $853, while the current market price is $623, suggesting it is significantly undervalued. Meta's WACC is 10.77%, and its ROIC to WACC ratio is also close to 3:1. Concluding that for the previous decade and recent quarters, Meta had better revenue growth and cash flow to sales ratio. If forced to choose just one, Meta Platforms is presented as the better value right now.