Added to YB: 2025-07-28
Pitch date: 2025-07-24
GOOGL [neutral]
Alphabet Inc.
+61.35%
current return
Author Info
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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
$191.68
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
Analysis of the results of my largest position outside of PEA - Google (Alphabet)
GOOGL (earnings update): Q2'25 revenue $96.4B (+14%), net income $28.2B (+19%), EPS $2.31 (+22%). Cloud revenue $13.6B (+32%) with 20.7% margin. $66.7B LTM FCF despite increased CapEx (to $85B for 2025). AI drives growth across all segments - Search AI Overviews generate >10% more queries, Gemini app has 450M MAU.
Read full article (3 min)