Professional
Added to YB: 2026-02-05
Pitch date: 2026-01-30
GOOG [neutral]
Alphabet Inc.
+7.19%
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
$4.4T
Pitch Price
$335.78
Price Target
N/A
Dividend
0.24%
EV/EBITDA
26.01
P/E
27.46
EV/Sales
10.27
Sector
Interactive Media and Services
Category
growth
Unison Asset Management Porfolio Holding: Alphabet Inc
GOOG (trimmed position): From AI stepchild to leader; Gemini 3 gaining ChatGPT market share, top HLE benchmark model. Cloud rev ~$57B (+32% YoY), op profit ~$12B (2x 2024). $106B backlog, 55% converting in 24mo. Waymo 450K weekly rides, $100B valuation. $100B quarterly rev, 20%+ incremental ROIC. Trimmed 25% on appreciation but holding significant stake.
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