Professional
Added to YB: 2025-04-22
Pitch date: 2025-04-17
GOOG [neutral]
Alphabet Inc.
+107.6%
current return
Author Info
Merion Road Capital is a fund in Miami focused on value-oriented investing through rigorous fundamental analysis of a company's operations. Follow on Twitter/X.
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
$148.47
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
Merion Road Capital Portfolio Holding: Alphabet Inc.
GOOG (holding update): Debate over AI investment ROI continues. $32B capex in 2023, $53B in 2024, planned $75B this year. Pre-tax return on tangible capital steady at 48%. AI search integration showing strong metrics. CEO Pichai believes cost of missing AI opportunity outweighs cash conservation benefits. Long-term value from Search, YouTube, Cloud.
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