(GOOG) Alphabet C - Overview
Sector: Communication Services | Industry: Internet Content & Information | Exchange: NASDAQ (USA) | Market Cap: 4.765.246m USD | Total Return: 133.6% in 12m
Industry Rotation: -19.5
Avg Turnover: 6.37B
EPS Trend: 99.5%
Qual. Beats: 1
Rev. Trend: 99.8%
Qual. Beats: 1
Warnings
Fakeout Below Avwap Earnings
Tailwinds
Leader, Confidence
Alphabet Inc. (GOOG) is a global technology holding company operating through three primary segments: Google Services, Google Cloud, and Other Bets. The Google Services division generates the majority of revenue through digital advertising, hardware sales, and subscription services across platforms like YouTube and Google Play. In the Interactive Media & Services sub-industry, companies typically rely on high user engagement to drive data-driven advertising models.
The Google Cloud segment provides enterprise-grade infrastructure, cybersecurity, and productivity tools via Google Workspace. This business model has transitioned toward high-growth AI solutions, utilizing consumption-based fees for platforms like Vertex AI and Gemini. Cloud computing providers benefit from significant economies of scale and high switching costs once integrated into enterprise workflows.
The Other Bets segment focuses on early-stage technologies, including autonomous transportation and internet services. For a deeper dive into these business segments, you may find further insights on ValueRay. Alphabet remains headquartered in Mountain View, California, maintaining a dominant market position in global search and mobile operating systems.
- Search advertising revenue growth remains primary driver of total company valuation
- Google Cloud margin expansion depends on enterprise generative AI adoption rates
- YouTube subscription growth and ad revenue face increasing short-form video competition
- Global antitrust litigation and regulatory scrutiny threaten core search monetization models
- Infrastructure capital expenditure for AI development pressures short term free cash flow
| Net Income: 160.21b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.09 > 0.02 and ΔFCF/TA -6.60 > 1.0 |
| NWC/Revenue: 24.27% < 20% (prev 19.57%; Δ 4.70% < -1%) |
| CFO/TA 0.25 > 3% & CFO 174.35b > Net Income 160.21b |
| Net Debt (-36.36b) to EBITDA (218.81b): -0.17 < 3 |
| Current Ratio: 1.92 > 1.5 & < 3 |
| Outstanding Shares: last quarter (12.24b) vs 12m ago -0.43% < -2% |
| Gross Margin: 60.37% > 18% (prev 0.59%; Δ 5.98k% > 0.5%) |
| Asset Turnover: 71.66% > 50% (prev 75.67%; Δ -4.01% > 0%) |
| Interest Coverage Ratio: 142.3 > 6 (EBITDA TTM 218.81b / Interest Expense TTM 1.38b) |
| A: 0.15 (Total Current Assets 213.75b - Total Current Liabilities 111.19b) / Total Assets 703.92b |
| B: 0.55 (Retained Earnings 384.02b / Total Assets 703.92b) |
| C: 0.33 (EBIT TTM 195.68b / Avg Total Assets 589.65b) |
| D: 2.13 (Book Value of Equity 478.75b / Total Liabilities 225.17b) |
| Altman-Z'' Score: 7.20 = AAA |
| DSRI: 1.05 (Receivables 63.00b/51.00b, Revenue 422.57b/359.71b) |
| GMI: 0.97 (GM 60.37% / 58.59%) |
| AQI: 1.14 (AQ_t 0.28 / AQ_t-1 0.24) |
| SGI: 1.17 (Revenue 422.57b / 359.71b) |
| TATA: -0.02 (NI 160.21b - CFO 174.35b) / TA 703.92b) |
| Beneish M-Score: -2.82 (Cap -4..+1) = A |
Over the past week, the price has changed by -3.54%, over one month by +14.76%, over three months by +22.32% and over the past year by +133.63%.
- StrongBuy: 40
- Buy: 16
- Hold: 12
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 420.4 | 9.2% |
P/E Forward = 28.169
P/S = 11.2787
P/B = 10.048
P/EG = 1.5633
Revenue TTM = 422.57b USD
EBIT TTM = 195.68b USD
EBITDA TTM = 218.81b USD
Long Term Debt = 77.50b USD (from longTermDebt, last quarter)
Short Term Debt = unknown (none)
Debt = 90.48b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -36.36b USD (recalculated: Debt 90.48b - CCE 126.84b)
Enterprise Value = 4728.89b USD (4765.25b + Debt 90.48b - CCE 126.84b)
Interest Coverage Ratio = 142.3 (Ebit TTM 195.68b / Interest Expense TTM 1.38b)
EV/FCF = 73.40x (Enterprise Value 4728.89b / FCF TTM 64.43b)
FCF Yield = 1.36% (FCF TTM 64.43b / Enterprise Value 4728.89b)
FCF Margin = 15.25% (FCF TTM 64.43b / Revenue TTM 422.57b)
Net Margin = 37.91% (Net Income TTM 160.21b / Revenue TTM 422.57b)
Gross Margin = 60.37% ((Revenue TTM 422.57b - Cost of Revenue TTM 167.44b) / Revenue TTM)
Gross Margin QoQ = 62.45% (prev 59.82%)
Tobins Q-Ratio = 6.72 (Enterprise Value 4728.89b / Total Assets 703.92b)
Interest Expense / Debt = 0.59% (Interest Expense 533.0m / Debt 90.48b)
Taxrate = 19.16% (14.83b / 77.41b)
NOPAT = 158.19b (EBIT 195.68b * (1 - 19.16%))
Current Ratio = 1.92 (Total Current Assets 213.75b / Total Current Liabilities 111.19b)
Debt / Equity = 0.19 (Debt 90.48b / totalStockholderEquity, last quarter 478.75b)
Debt / EBITDA = -0.17 (Net Debt -36.36b / EBITDA 218.81b)
Debt / FCF = -0.56 (Net Debt -36.36b / FCF TTM 64.43b)
Total Stockholder Equity = 410.95b (last 4 quarters mean from totalStockholderEquity)
RoA = 27.17% (Net Income 160.21b / Total Assets 703.92b)
RoE = 38.98% (Net Income TTM 160.21b / Total Stockholder Equity 410.95b)
RoCE = 40.06% (EBIT 195.68b / Capital Employed (Equity 410.95b + L.T.Debt 77.50b))
RoIC = 34.90% (NOPAT 158.19b / Invested Capital 453.26b)
WACC = 9.82% (E(4765.25b)/V(4855.73b) * Re(10.0%) + D(90.48b)/V(4855.73b) * Rd(0.59%) * (1-Tc(0.19)))
Discount Rate = 10.0% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -73.33 | Cagr: -1.29%
[DCF] Terminal Value 73.32% ; FCFF base≈68.61b ; Y1≈73.92b ; Y5≈91.02b
[DCF] Fair Price = 221.7 (EV 1173.08b - Net Debt -36.36b = Equity 1209.43b / Shares 5.46b; r=9.82% [WACC]; 5y FCF grow 8.71% → 3.0% )
EPS Correlation: 99.48 | EPS CAGR: 40.60% | SUE: 4.0 | # QB: 1
Revenue Correlation: 99.79 | Revenue CAGR: 14.31% | SUE: 2.99 | # QB: 1
EPS current Quarter (2026-06-30): EPS=2.88 | Chg30d=+3.91% | Revisions=+74% | Analysts=38
EPS next Quarter (2026-09-30): EPS=3.00 | Chg30d=+3.71% | Revisions=+74% | Analysts=34
EPS current Year (2026-12-31): EPS=14.23 | Chg30d=+22.47% | Revisions=+92% | GrowthEPS=+31.6% | GrowthRev=+20.8%
EPS next Year (2027-12-31): EPS=14.45 | Chg30d=+7.42% | Revisions=+83% | GrowthEPS=+1.6% | GrowthRev=+18.1%
[Analyst] Revisions Ratio: +92%