Added to YB: 2025-04-25
Pitch date: 2025-04-10
GOOG [neutral]
Alphabet Inc.
+102.84%
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
$152.48
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
Aristotle Capital Value Equity Strategy Portfolio Holding: Alphabet Inc.
GOOG (holding update): Dominant tech giant with 87% US/90% global search market share driving 75% of revenue from digital ads. Trading <12x normalized earnings with catalysts: search/ad leadership, Cloud profitability/share gains vs AWS/Azure, YouTube subscription growth (TV largest US pay-TV by 2026). AI/Gemini = 'free option'.
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