Professional
Added to YB: 2026-07-31
Pitch date: 2026-07-29
GOOG [neutral]
Alphabet Inc.
+1.39%
current return
Author Info
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
$4.0T
Pitch Price
$333.86
Price Target
N/A
Dividend
0.27%
EV/EBITDA
22.00
P/E
16.59
EV/Sales
8.81
Sector
Interactive Media and Services
Category
growth
Google’s AI Return on Investment
GOOG (overview): Bristlemoon argues naïve 16% incremental ROIC misreads capex, since only ~$43B of $132B LTM capex is in-service; true incremental ROIC ~49-60%. $123B backlog to deploy by Q2 2027 implies +$60B op income vs $43B consensus, plus TPU sales & SpaceX compute deal upside. Key risk: where token demand caps out; high-90s inference GMs give pricing cushion.
Read full article (4 min)