Professional
Added to YB: 2025-06-27
Pitch date: 2025-06-24
GOOGL [neutral]
Alphabet Inc.
+84.79%
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
$167.37
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
Qualivian Investment Partners Portfolio Holding: Alphabet Inc.
GOOGL (holding update): Down on AI ROI concerns & threat from ChatGPT. AI Overviews boosting engagement & monetizing well. YouTube #1 in watch time, Cloud grew 31% with margins up to 17.5% from breakeven (vs peer 30%). 3.5% FCF yield, 17.5x P/E (vs S&P 21.4x) with 12% EPS growth. Sum-of-parts shows hidden value in non-search assets.
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