Added to YB: 2026-05-07
Pitch date: 2026-05-04
GOOGL [neutral]
Alphabet Inc.
-2.16%
current return
Author Info
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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
$386.00
Price Target
N/A
Dividend
0.26%
EV/EBITDA
22.46
P/E
16.89
EV/Sales
8.99
Sector
Interactive Media and Services
Category
growth
Alphabet ($GOOGL): Expectations, Expenditures, Evolution
GOOGL (hold): Search revenue +19% YoY despite AI fears; AI Overviews & Gemini LLM maintain 90% search market share. YouTube & Cloud (64% rev growth, 203% op income gain) drive diversification. CapEx $180-190M for data centers vs $462B Cloud backlog. Trades 29x PE (fair) but 72x P/FCF (stretched). Market prices 17% FCF CAGR. Wonderful co at slightly rich valuation; hold recommended, cautious new entry.
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