Graph convolution operator of the GCN model is originally motivated from a localized first-order approximation of spectral graph convolutions. This work stands on a different view; establishing a textit{mathematical connection between graph convolution and graph-regularized PCA} (GPCA). Based on this connection, GCN architecture, shaped by stacking graph convolution layers, shares a close relationship with stacking GPCA. We empirically demonstrate that the textit{unsupervised} embeddings by GPCA paired with a 1- or 2-layer MLP achieves similar or even better performance than GCN on semi-supervised node classification tasks across five datasets including Open Graph Benchmark footnote{url{https://ogb.stanford.edu/}}. This suggests that the prowess of GCN is driven by graph based regularization. In addition, we extend GPCA to the (semi-)supervised setting and show that it is equivalent to GPCA on a graph extended with ghost edges between nodes of the same label. Finally, we capitalize on the discovered relationship to design an effective initialization strategy based on stacking GPCA, enabling GCN to converge faster and achieve robust performance at large number of layers. Notably, the proposed initialization is general-purpose and applies to other GNNs.
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