Added to YB: 2026-05-05
Pitch date: 2026-05-01
GOOG [neutral]
Alphabet Inc.
-0.62%
current return
Author Info
Asymmetric Investing analyzes stocks that have an asymmetric return potential of 10x (or more) over the next decade. 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
$4.2T
Pitch Price
$385.63
Price Target
1.5K (+300%)
Dividend
0.23%
EV/EBITDA
25.18
P/E
26.73
EV/Sales
9.93
Sector
Interactive Media and Services
Category
growth
Up 189%: Alphabet Earns Its Spot Atop the Asymmetric Portfolio
GOOG (holding update): Up 189% since Sept 2023 spotlight at ~15x P/E. Q1: search grew faster post-AI integration, Google Cloud +63% rev w/ 32.9% op margin (nearly 2x YoY), $37.7B non-op income from Anthropic/SpaceX stakes. $180B+ 2026 capex, rising significantly in 2027. Infrastructure advantage winning vs competitors. Top portfolio holding, up 137% on $161.42 cost basis. 4x more = 10-bagger target.
Read full article (4 min)