Professional
Added to YB: 2025-11-21
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
Loomis Sayles Global Growth Fund Portfolio Holding: Alphabet Inc.
GOOG (holding update): DOJ antitrust remedies better than feared (no divestitures/payment bans). Q4 revenue $96B (+14% YoY), EPS +22%. Google Services $83B (+12%), Cloud $14B (+32% growth acceleration). 2025 capex $85B (+13%) for AI opportunities. Trading at discount to intrinsic value despite 80%+ search share dominance.
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