Added to YB: 2024-07-08
Pitch date: 2024-07-07
GOOG [neutral]
Alphabet Inc.
+63.3%
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
$3.8T
Pitch Price
$190.16
Price Target
161.50 (-48%)
Dividend
0.27%
EV/EBITDA
24.75
P/E
30.83
EV/Sales
9.66
Sector
Interactive Media and Services
Category
growth
Google Investment Case: Not Cheap But Exceptional.
GOOG: Exceptional business w/ wide moat, not threatened by AI. Cloud & YouTube growth opportunities. $740B revenue est. for 2032 ($230B cloud, $140B YouTube, $370B search). Valued at $2T using 8% discount rate. Currently overpriced at $2.3T. 15% pullback needed for fair value. Strong long-term outlook but price discipline important.
Read full article (19 min)