2.76%
6.40%
17.34%
17.03%
42.90%
49.32%
182.57%
AI Spotlight on GOOG
Company Description
Alphabet Inc.offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America.It operates through Google Services, Google Cloud, and Other Bets segments.
The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube.It is also involved in the sale of apps and in-app purchases and digital content in the Google Play and YouTube; and devices, as well as in the provision of YouTube consumer subscription services.The Google Cloud segment offers infrastructure, cybersecurity, databases, analytics, AI, and other services; Google Workspace that include cloud-based communication and collaboration tools for enterprises, such as Gmail, Docs, Drive, Calendar, and Meet; and other services for enterprise customers.
The Other Bets segment sells healthcare-related and internet services.The company was incorporated in 1998 and is headquartered in Mountain View, California.
Market Data
| Last Price | 202.63 |
| Change Percentage | 2.76% |
| Open | 199.76 |
| Previous Close | 197.18 |
| Market Cap ( Millions) | 2470641 |
| Volume | 14384751 |
| Year High | 203.84 |
| Year Low | 131.55 |
| M A 50 | 187.69 |
| M A 200 | 174.83 |
Financial Ratios
| FCF Yield | 2.26% |
| Dividend Yield | 0.30% |
| ROE | 31.66% |
| Debt / Equity | 8.57% |
| Net Debt / EBIDTA | 5.57% |
| Price To Book | 7.86 |
| Price Earnings Ratio | 26.19 |
| Price To FCF | 44.23 |
| Price To sales | 7.27 |
| EV / EBITDA | 19.82 |
News
- Jan -30 - Google quietly announces its next flagship AI model
- Jan -30 - Google offers voluntary exit for staff in Pixel and Android group
- Jan -30 - Google issues ‘voluntary exit' program for Android, Chrome, and Pixel employees
- Jan -30 - Why Artificial Intelligence Stocks Broadcom, Alphabet (Google), and Marvell Technologies Are Rising Today
- Jan -30 - I Avoided Dividend Stocks for Years, But These 2 Trends Have Changed My Mind
- Jan -30 - Google Q4 2024 Earnings Preview: Momentum Trumps Fundamentals For Further Gains
- Jan -30 - 2 Magnificent Growth Stocks to Buy Now and Hold Forever
- Jan -30 - A Quest That Has Translated Into New Investments
- Jan -30 - Waymo to Test Autonomous Vehicles in 10 New Cities in 2025
- Jan -29 - Google's Cloud Bet Is Paying Off - Here's Why More Upside Is Ahead
- Jan -29 - Waymo Heading To Las Vegas, San Diego? Uber, Lyft Fall On Report.
- Jan -29 - Alphabet's Waymo to test its autonomous driving technology in over 10 new cities
- Jan -29 - Waymo reportedly testing robotaxis in 10 new cities in 2025
- Jan -29 - Mexico to send Google letter over Gulf of Mexico name change
- Jan -29 - Google: Will DeepSeek Threaten DeepMind? Wait And See
- Jan -29 - DeepSeek app unavailable in Apple and Google app stores in Italy
- Jan -29 - Google reclassifies US as ‘sensitive country' following Trump's map changes
- Jan -28 - Alphabet Inc. (GOOG) Outperforms Broader Market: What You Need to Know
- Jan -28 - Alphabet (GOOGL) Surpasses Market Returns: Some Facts Worth Knowing
- Jan -28 - Google reclassifies U.S. as ‘sensitive country' alongside China, Russia after Trump's 'Gulf of America' comments
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Google Services
Expected Growth : 11 %
What the company do ?
Google Services from Alphabet Inc. refers to a collection of products and services, including Google Search, Ads, Android, YouTube, and more, that generate revenue and drive innovation.
Why we expect these perspectives ?
Google Services' 11% growth is driven by increasing online activity, fueled by rising global internet penetration and mobile adoption. Strong demand for digital advertising, growth in Google Play Store transactions, and expanding cloud computing services also contribute to this growth. Additionally, innovation in artificial intelligence and machine learning enhances Google's core search and advertising businesses, further driving revenue growth.
Segment n°2 -> Google Cloud
Expected Growth : 15 %
What the company do ?
Google Cloud is a suite of cloud computing services offered by Alphabet Inc., providing infrastructure, data analytics, and machine learning capabilities.
Why we expect these perspectives ?
Google Cloud's 15% growth driven by increasing adoption of cloud computing, digital transformation, and rising demand for scalable infrastructure. Strong growth in GCP, G Suite, and Cloud AI Platform, fueled by expanding customer base, strategic partnerships, and innovative products. Additionally, growing need for data analytics, machine learning, and cybersecurity solutions contributes to the segment's growth.
Segment n°3 -> Other Bets
Expected Growth : 8 %
What the company do ?
Other Bets from Alphabet Inc. refers to the company's subsidiaries and investments outside of Google, including Waymo, Verily, Nest, and CapitalG, among others.
Why we expect these perspectives ?
Alphabet's Other Bets segment, with 8% growth, is driven by increasing adoption of Waymo's autonomous ride-hailing services, growth in Verily's healthcare technology, and expansion of CapitalG's investment portfolio. Additionally, X's moonshot projects, such as Loon's internet balloons and Wing's drone delivery, are gaining traction, contributing to the segment's growth.
Segment n°4 -> Reconciling Items
Expected Growth : 10 %
What the company do ?
Reconciling items from Alphabet Inc. refer to the differences between the company's financial records and bank statements, requiring investigation and resolution to ensure accurate financial reporting.
Why we expect these perspectives ?
Alphabet Inc.'s 10% growth is driven by increasing online ad spend, growing demand for cloud computing services, and expanding presence in emerging markets. Additionally, YouTube's rising popularity, Google Play Store's growth, and strategic investments in artificial intelligence and machine learning are contributing to the company's rapid expansion.
Alphabet Inc. Products
| Product Range | What is it ? |
|---|---|
| Google Search | A search engine that allows users to search the internet for information |
| Google Ads | A platform that allows businesses to create and display ads on the Google search engine and other websites |
| YouTube | A video-sharing platform that allows users to upload, share, and view videos |
| Google Drive | A cloud storage service that allows users to store and access files online |
| Google Maps | A mapping service that provides directions and location information |
| Android | A mobile operating system used by many smartphones and tablets |
| Google Cloud Platform | A suite of cloud computing services that provide infrastructure, data analytics, and machine learning capabilities |
| Google Home | A smart speaker and virtual assistant that allows users to control their home and access information |
| Waymo | A self-driving car project that aims to improve road safety and mobility |
| Verily | A life sciences company that focuses on developing healthcare technologies |
| CapitalG | A venture capital investment fund that invests in startups and growth-stage companies |
| Chronicle | A cybersecurity company that provides threat detection and incident response services |
| X | A research and development company that focuses on moonshot projects |
Alphabet Inc.'s Porter Forces
Threat Of Substitutes
Alphabet Inc. has a low threat of substitutes due to its dominance in the search engine market and its ability to continuously innovate and improve its services.
Bargaining Power Of Customers
Alphabet Inc. has a medium bargaining power of customers due to the availability of alternative search engines and online services, but its strong brand recognition and user loyalty mitigate this threat.
Bargaining Power Of Suppliers
Alphabet Inc. has a low bargaining power of suppliers due to its significant market share and ability to negotiate favorable terms with its suppliers.
Threat Of New Entrants
Alphabet Inc. has a low threat of new entrants due to the significant barriers to entry in the search engine market, including the need for significant investments in technology and infrastructure.
Intensity Of Rivalry
Alphabet Inc. operates in a highly competitive market with intense rivalry from other technology companies, including Microsoft, Amazon, and Facebook, which drives innovation and improvement in its services.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 9.14% |
| Debt Cost | 3.95% |
| Equity Weight | 90.86% |
| Equity Cost | 9.04% |
| WACC | 8.58% |
| Leverage | 10.06% |
Alphabet Inc. : Quality Control
Alphabet Inc. passed 8 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| T | AT&T Inc. provides telecommunications, media, and technology services worldwide. Its Communications segment offers wireless voice and data communications services; and sells handsets, wireless data cards, wireless computing devices, and carrying … |
| META | Meta Platforms, Inc. engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality headsets, and wearables … |
| DASH | DoorDash, Inc. operates a logistics platform that connects merchants, consumers, and dashers in the United States and internationally. It operates DoorDash and Wolt marketplaces, which provides an array of services … |
| PINS | Pinterest, Inc. operates as a visual discovery engine in the United States and internationally. The company's engine allows people to find inspiration for their lives, including recipes, style and home … |
| SNAP | Snap Inc. operates as a camera company in North America, Europe, and internationally. The company offers Snapchat, a camera application with various functionalities, such as Camera, Communication, Snap Map, Stories, … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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AT&T
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Alphabet
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DoorDash
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