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Added to YB: 2025-04-10

Pitch date: 2025-04-07

GOOG [neutral]

Alphabet Inc.

+102.75%

current return

Author Info

No bio for this author

Company Info

Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America.

Market Cap

$3.8T

Pitch Price

$153.15

Price Target

N/A

Dividend

0.27%

EV/EBITDA

24.75

P/E

30.83

EV/Sales

9.66

Sector

Interactive Media and Services

Category

growth

Show full summary:
Patient Capital 2025 Portfolio Update - Alphabet Inc.

GOOG (holding update): $350B rev, 32% margin. Cloud 12% of rev, 31% growth, 14% margin. Waymo 1M trips/mo, 50M miles, 80% safer. Search future uncertain despite AI efforts. Antitrust ruling H2/25. 15x NTM P/E. Risks: AI competition, legal challenges. Bull case: Cloud/Waymo growth, AI innovations.

Read full article (1 min)