Professional
Added to YB: 2025-01-30
Pitch date: 2025-01-24
GOOG [bullish]
Alphabet Inc.
+53.99%
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
$3.6T
Pitch Price
$193.30
Price Target
N/A
Dividend
0.28%
EV/EBITDA
22.57
P/E
27.38
EV/Sales
8.72
Sector
Interactive Media and Services
Category
growth
Sequoia Strategy Composite Portfolio Holding: Alphabet Inc.
GOOG: 36% return in 2024, 15% rev growth, 8% cost growth, 2% share buyback. DOJ antitrust ruling on default search agreements. AI progress: AI Overviews, Gemini LLM, AlphaFold, Waymo. YouTube 10% US TV viewing, Cloud growing 30%. Trading at 20x fwd earnings. Risks: regulatory, AI competition in search.
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