Professional
Added to YB: 2025-12-17
Pitch date: 2025-11-07
GOOG [neutral]
Alphabet Inc.
+7.23%
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
$284.23
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
FPA Source Capital Portfolio Holding: Alphabet Inc.
GOOG (trimmed position): Up 57% since Q1 on Chrome/Android breakup ruling reprieve. Search enhanced w/ AI features, YouTube dominates w/ 1T+ hours viewed & undermonetized, cloud margins improving vs peers, Waymo self-driving tech undervalued. Risks: AI search competition, antitrust scrutiny, moonshot ROI uncertain.
Read full article (1 min)