Added to YB: 2026-07-31
Pitch date: 2026-07-29
GOOGL [neutral]
Alphabet Inc.
-0.11%
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
$4.1T
Pitch Price
$334.19
Price Target
N/A
Dividend
0.26%
EV/EBITDA
22.46
P/E
16.89
EV/Sales
8.99
Sector
Interactive Media and Services
Category
growth
GOOGL: Alphabet (2)
GOOGL (holding update): Deep dive on ROIC vs CAPEX ($25b to $91b over 5yrs, ~$197b est this yr). Adjusting for $123b assets not-yet-in-service, LTM incremental NOPAT +22% ($20.7b) on $56.9b net assets in service = 36% ROIIC. 71% reinvestment implies +26% IV growth. Models +27% NOPAT growth NTM at constant ROIIC. Upside: TPU sales 2027, SpaceX compute deal. Admits error selling stake (was 30% of portfolio).
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