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Added to YB: 2025-10-10

Pitch date: 2025-09-30

GOOG [neutral]

Alphabet Inc.

+28.55%

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

$240.59

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

Show full summary:
Mar Vista US Quality Select Portfolio Holding: Alphabet Inc.

GOOG (holding update): Post-remedies decision focus shifts to fundamentals. Leadership in search, AI, cloud & YouTube driving low double-digit growth. Gemini outperforming AI peers, Cloud strong growth engine. High teens-20% EPS growth justifies 20x-25x multiple despite 50% share price surge.

Read full article (1 min)