Added to YB: 2025-08-18
Pitch date: 2025-08-14
GOOGL [neutral]
Alphabet Inc.
+51.96%
current return
Author Info
Accrued Interest is an TMT Equity Research Specialist. They manage their family office and write about business and investing. Former tv/radio executive. During corporate years, achieved +3,400% TWR in PA from ’16-‘24. Sign up for the newsletter.
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
$203.53
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
Media Valuation Tracker Update – Week of Aug 12, 2025 - Alphabet Inc.
GOOGL (update): +11% to $202.27 despite AI competition fears. Street raised rev est +2% for 2025/26 but FCF forecasts down 6-7% on AI capex ramp. Trades 23.7x 2027 FCF ($101.2B). Expect upside as antitrust ruling expected by August-end clarifies search business outlook. Outperform rating.
Read full article (1 min)