Professional
Added to YB: 2025-07-30
Pitch date: 2025-06-30
GOOG [neutral]
Alphabet Inc.
+76.27%
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
$175.46
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
Lakehouse Global Growth Fund Portfolio Holding: Alphabet Inc.
GOOG trimmed position: Strong fundamentals with 12% YoY rev growth (14% CC), double-digit growth in Search, YouTube ads, subscriptions & Cloud. Operating margins expanded to 32.6% from 25.6% two years ago. AI threat balanced by distribution advantage (9 products w/ 1B+ users) & AI Overviews reaching 1.5B monthly users. <20x fwd PE still attractive.
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