Professional
Added to YB: 2024-05-17
Pitch date: 2024-03-31
GOOG [bullish]
Alphabet Inc.
+106.08%
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
$3.7T
Pitch Price
$149.56
Price Target
N/A
Dividend
0.27%
EV/EBITDA
24.50
P/E
30.52
EV/Sales
9.56
Sector
Interactive Media and Services
Category
growth
Baron Fifth Avenue Growth Fund New Position: Alphabet Inc.
GOOG: Initiated position. 90%+ search share, YouTube w/ 2B+ users, growing cloud biz. AI advantages: consumer data, distribution, research labs, engineering talent. Maintained search share vs ChatGPT. Mid-teens EPS growth potential from core biz, cost discipline & Waymo optionality. 20x P/E for dominant, quality biz.
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