Added to YB: 2026-06-19
Pitch date: 2026-06-17
GOOGL [bullish]
Alphabet Inc.
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
$4.5T
Pitch Price
N/A
Price Target
433.00 (+16%)
Dividend
0.24%
EV/EBITDA
27.03
P/E
28.48
EV/Sales
10.68
Sector
Interactive Media and Services
Category
growth
Alphabet (GOOGL): Business Model and Risks Outweigh Premium
GOOGL (holding update): Cautious Buy maintained. Wide moat across Search, YouTube, Android, Cloud. 17.5% rev growth, 37.9% net margin, 38.9% ROE, 32.8% ROIC vs 11.3% WACC. Up 195% since 2022 add (+11,737bps vs S&P). Premium valuation: 28x P/E, 82.6x P/FCF. Bull fair value $433. Risks: AI capex, antitrust, search disruption.
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