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Added to YB: 2025-04-16

Pitch date: 2025-04-14

GOOG [bullish]

Alphabet Inc.

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

N/A

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

value

Show full summary:
Is Google the next Kodak?

GOOG: AI disruption fears create mispricing. Search usage rising despite AI threat, yet valued at just ~5-6x EBIT. Sum-of-parts: Cloud (~$450B), YouTube (~$300B), Android/Play (~$500B), Waymo ($30-45B) roughly equal to market cap, getting Search 'for free.' Gemini AI could leverage unmatched data moat for growth.

Read full article (6 min)