Apple Vs. Google: There's A Clear Winner

When comparing $Apple (AAPL.US)$ and $Alphabet-A (GOOGL.US)$ , we need to look at the competitive landscape they operate in. Both companies are giants in the tech sector, and they offer similar products, including:
Smartphone operating systems.
App stores.
Hardware.
Generally speaking, Apple is ahead of Google on hardware, but Google is ahead of Apple on software.
The matter is more complicated when we look at revenue. Apple and Google both take revenue cuts from developers on their app stores, and the Apple app store generates way more sales than the Google Play store. In the first quarter, the app store did $21.8 billion in sales, while the play store did $10.7 billion. Android has more installs than IOS, but IOS users, who trend wealthier than average, are more willing to spend money on apps compared to Android users.
A few other items of note about the competition between Apple and Google:
Apple has an ecosystem of apps and hardware which integrate with each other, helping the company collect more revenue per customer.
Google also has apps that can work across different devices to create an ecosystem, but because Google software runs mostly on third party hardware, Google doesn’t achieve the full sweep of sales that Apple does (hardware + app downloads + services).
Apple and Google also compete in smart watches, a market where Apple has the greatest share out of all manufacturers.

Conclusion
Competitive position: tie.
Profitability: slight win by Apple.
Balance sheet: huge win by Google.
Valuation: huge win by Google.
Growth: small win by Google.
Out of the five factors I’ve looked at, Google wins on three, Apple wins on one, and one is a tie. The former stock has more things going for it than the latter does. For this reason, I have Google overweighted in my portfolio relative to Apple.
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