Added to YB: 2025-10-30
Pitch date: 2025-09-30
GOOG [neutral]
Alphabet Inc.
+43.47%
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
$4.2T
Pitch Price
$240.28
Price Target
N/A
Dividend
0.25%
EV/EBITDA
23.04
P/E
17.36
EV/Sales
9.23
Sector
Interactive Media and Services
Category
growth
Mar Vista U.S. Quality Premier Strategy Portfolio Holding: Alphabet Inc.
GOOG (holding update): Post-Mehta remedies 'clearing event' refocuses on fundamentals. AI leadership (Gemini outperforming), Cloud growth engine, YouTube momentum drive high teens-20% EPS growth. Durable search moat + AI platform justify 20x-25x P/E multiple vs current levels, meaningful upside despite recent 50% run.
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