Added to YB: 2025-11-27
Pitch date: 2025-11-26
GOOG [neutral]
Alphabet Inc.
-4.62%
current return
Author Info
Global Outperformers is an investment research newsletter by Jenga Investment Partners. I publish articles on listed companies monthly and share my perspectives on markets. 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
$3.7T
Pitch Price
$323.15
Price Target
N/A
Dividend
0.27%
EV/EBITDA
24.50
P/E
30.52
EV/Sales
9.56
Sector
Interactive Media and Services
Category
value
Exiting Alphabet
GOOG (sold position): Trading at 30x forward P/E vs 19x at purchase, now priced at author's 2029 exit target of $349/share with only 2% IRR to 2029. Cloud exceeding 25% growth est, search pricing strong but clicks growth slowing to 4%. Sold due to breaching 3% IRR hurdle.
Read full article (6 min)