Added to YB: 2026-02-10
Pitch date: 2026-02-07
GOOG [neutral]
Alphabet Inc.
+6.29%
current return
Author Info
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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
$4.2T
Pitch Price
$320.51
Price Target
N/A
Dividend
0.26%
EV/EBITDA
22.94
P/E
17.30
EV/Sales
9.19
Sector
Interactive Media and Services
Category
N/A
Alphabet Inc - when a monopoly gets inefficient.
GOOG (hold): NabzdykRatings moat score 4.5/10 despite search dominance due to declining operational leverage from AI spending. Quality score 5.3/10 as heavy investment diluting efficiency. Search +15% YoY growth contradicts 'AI will kill Google' thesis. Market pricing 15.4% growth vs 5.6% historical. Strong balance sheet but no margin of safety at current valuation.
Read full article (4 min)