Professional
Added to YB: 2025-05-23
Pitch date: 2025-04-28
GOOG [bullish]
Alphabet Inc.
+90.63%
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
$159.88
Price Target
N/A
Dividend
0.27%
EV/EBITDA
24.41
P/E
30.41
EV/Sales
9.52
Sector
Interactive Media and Services
Category
growth
Aristotle Global Equity New Position: Alphabet Inc.
GOOG (new position): Dominant tech giant with 87% US/90% global search market share driving 75% of revenue. Trading <12x normalized earnings despite emerging strength in high-margin YouTube ($45B rev) and now-profitable Google Cloud. Catalysts: search/ad leadership, cloud market share gains, YouTube TV growth. AI expertise via Gemini = free option upside.
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