Added to YB: 2026-10-07
Pitch date: 2026-10-02
GOOGL [neutral]
Alphabet Inc.
+1.94%
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
$4.3T
Pitch Price
$342.59
Price Target
345.00 (-1%)
Dividend
0.25%
EV/EBITDA
23.39
P/E
17.64
EV/Sales
9.37
Sector
Interactive Media and Services
Category
growth
Compounder Watchlist, Edition 1: Ten Names, One Below Its Range - Alphabet Inc.
GOOGL (monitor): Alphabet trades at $338.99, near the top of a $270-$345 fair-value range based on $12.00 of normalized earnings at 22.5x-28.5x. Revenue rose 24%, while Google Cloud grew 82% to $24.8bn at a 35.5% operating margin. The dominant uncertainty is sustaining cloud growth against debt-funded capital spending; kill triggers are cloud growth below 40% or consolidated operating margin below 28%.
Read full article (1 min)