Professional
Added to YB: 2025-09-23
Pitch date: 2025-09-20
GOOG [neutral]
Alphabet Inc.
+18.07%
current return
Author Info
Arauca Capital is a long-biased alternative investment fund that invests in listed companies following Warren Buffett´s philosophy. Arauca thrives in finding and holding great businesses for long periods of time or as long as management executes. Visit the website.
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
$3.6T
Pitch Price
$254.08
Price Target
N/A
Dividend
0.28%
EV/EBITDA
22.57
P/E
27.38
EV/Sales
8.72
Sector
Interactive Media and Services
Category
value
Arauca Capital Portfolio Holding: Alphabet Inc.
GOOG (holding update): Dec 2026 risk-reversal <14% OTM could make largest holding. Search remedies favorable, removes breakup risk. Custom TPUs give Cloud 2x power efficiency, 50% performance edge driving $50B run rate, $106B backlog. Gemini app beats ChatGPT iOS downloads. <21x 2026 EPS (lower than S&P 500).
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