Professional
Added to YB: 2021-04-15
Pitch date: 2021-04-15
GOOGL [bullish]
Alphabet Inc.
+172.25%
current return
Author Info
1 Main Capital is a long-biased investment partnership that invests primarily in high-quality, attractively valued, growing businesses. Visit their fund website.
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
$3.8T
Pitch Price
$113.60
Price Target
N/A
Dividend
0.27%
EV/EBITDA
24.75
P/E
30.83
EV/Sales
9.66
Sector
Interactive Media and Services
Category
growth
1 Main Holdings top position: Alphabet Inc (GOOGL)
GOOGL: Dominant ad biz at 21x ex-cash PE growing faster than GDP. Cloud & other bets weighing on earnings but have massive potential. $100B net cash, buybacks tripled to $30B+ in 2020 under new mgmt. 2025 target: $100B Google Services net income + cloud & other bets = $3T mkt cap, >100% upside.
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