Professional
Added to YB: 2026-01-16
Pitch date: 2025-12-31
GOOG [neutral]
Alphabet Inc.
+5.01%
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
$4.1T
Pitch Price
$316.90
Price Target
N/A
Dividend
0.25%
EV/EBITDA
26.60
P/E
33.14
EV/Sales
10.38
Sector
Interactive Media and Services
Category
growth
Mar Vista U.S. Quality Strategy Portfolio Holding: Alphabet Inc.
GOOG (holding update): Q4 beat & raise across all segments; Cloud standout at 34% growth with $155B backlog (nearly 2x vs prior quarter), turning from margin drag to profit center. AI-first pivot driving engagement with 650M Gemini users countering search disruption fears. High-teens EPS growth supports 20x-25x P/E multiple.
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