Professional
Added to YB: 2024-07-15
Pitch date: 2024-07-10
GOOG [bullish]
Alphabet Inc.
+63.32%
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
$3.8T
Pitch Price
$190.13
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
Alphyn Capital Management Portfolio Holding: Alphabet Inc.
GOOG: 16% rev growth (search 14%, YouTube 21%, Cloud 28%). 31.6% op margin. AI Overviews in search improve CTR. Exploring AI for ads (videos, virtual try-on, 3D). Strong moat (data centers, chips, LLMs). $50B capex for AI infra. Shift to capital-intensive model. Sentiment improving on GenAI competitiveness.
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