Professional
Added to YB: 2025-05-30
Pitch date: 2025-03-31
GOOG [bullish]
Alphabet Inc.
+101.89%
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
$153.20
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
Loomis Sayles Global Growth Fund Portfolio Holding: Alphabet Inc.
GOOG (holding update): Google dominates global search with 80%+ market share, driving 13% search ad growth. Q3 showed 12% rev growth, 31% EPS growth, 32% margins. Cloud biz at 30% growth with 17.5% EBIT margins. $25B FCF (26% of rev). $32B Wiz acquisition to bolster security. 2025 capex concerns at $75B, but AI investments underpin long-term value. Significantly undervalued.
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