Professional
Added to YB: 2024-09-12
Pitch date: 2024-06-30
GOOG [bullish]
Alphabet Inc.
+68.74%
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
$183.32
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
Loomis Sayles Global Growth Fund Portfolio Holding: Alphabet Inc.
GOOG: 16% YoY rev growth to $81B, 62% EPS rise. Search ads +14%, YouTube +21%, Cloud +28% to $9.5B (9% margin). AI focus: Bard, 80% ad customers use AI products. New $70B buyback, dividend. 31.6% op margin (+670bps). $16.8B FCF (21% of rev). New CFO July 2024. Undervalued vs. long-term growth potential.
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