Last week, Google (NASDAQ: GOOGL ) passed Microsoft (NASDAQ: MSFT ) in terms of market cap. While the milestone matters symbolically, and it's certainly a nice win for Google shareholders who've seen their stock rise more than 24% year to date, momentum isn't necessarily an indicator of value.
And yet there are good reasons to believe Google will be the better stock from here. As Tim Beyers of Motley Fool Rule Breakers and Motley Fool Supernova notes in the following video, a dying PC market can only hurt Microsoft as it helps Google.
Meanwhile, the market for smart mobile devices is maturing worldwide and Google's free Android OS is tops around the globe. Mr. Softy's teaming with Nokia for cheaper Windows Phone handsets could make a dent, as could Apple with its popular iPhone, but Google's multi-OS mobile apps have proven to be so popular that Google should profit no matter who ultimately wins the mobile computing crown.
Do you agree? Watch the video below to get Tim's full take, and then let us know which stock you prefer at current prices.
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