(GOOGL) Alphabet - Overview
Sector: Communication Services | Industry: Internet Content & Information | Exchange: NASDAQ (USA) | Market Cap: 4.807.166m USD | Total Return: 130.8% in 12m
Industry Rotation: -15.8
Avg Turnover: 10.1B
EPS Trend: 99.5%
Qual. Beats: 1
Rev. Trend: 99.8%
Qual. Beats: 5
Warnings
Fakeout
Tailwinds
Leader, Confidence
Alphabet Inc. is a global technology conglomerate operating through three primary segments: Google Services, Google Cloud, and Other Bets. The Google Services division generates revenue through digital advertising, hardware sales, and app store transactions, while Google Cloud provides enterprise-grade infrastructure, cybersecurity, and artificial intelligence solutions. The company also maintains a portfolio of early-stage technologies in transportation and internet services under its Other Bets segment.
Operating within the Interactive Media & Services industry, Alphabet utilizes a data-driven business model where free consumer services like Search and YouTube facilitate a high-margin advertising ecosystem. The company has increasingly pivoted toward a subscription-based model for cloud computing and premium content to diversify its revenue streams beyond traditional ad spend.
For more granular insights into Alphabets competitive positioning, consider exploring the data on ValueRay.
- Search advertising revenue growth sustains core profitability amid macro volatility
- Google Cloud expansion and AI infrastructure demand drive margin improvement
- Regulatory antitrust litigation threatens long-term search and app store dominance
- YouTube subscription growth offsets potential decline in traditional television advertising
- Capital expenditure on AI hardware impacts short-term free cash flow levels
| 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'' = 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 = -2.82 (Cap -4..+1) = A |
Over the past week, the price has changed by -3.34%, over one month by +16.66%, over three months by +24.54% and over the past year by +130.78%.
- StrongBuy: 40
- Buy: 16
- Hold: 12
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 427.9 | 10.4% |
P/E Forward = 28.4091
P/S = 11.378
P/B = 10.1429
P/EG = 1.5781
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 = 4770.81b USD (4807.17b + Debt 90.48b - CCE 126.84b)
Interest Coverage Ratio = 142.3 (Ebit TTM 195.68b / Interest Expense TTM 1.38b)
EV/FCF = 74.05x (Enterprise Value 4770.81b / FCF TTM 64.43b)
FCF Yield = 1.35% (FCF TTM 64.43b / Enterprise Value 4770.81b)
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 = 6.78 (Enterprise Value 4770.81b / 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 = 9.81% (E(4807.17b)/V(4897.65b) * Re(9.99%) + D(90.48b)/V(4897.65b) * Rd(0.59%) * (1-Tc(0.19)))
Discount Rate = 9.99% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -73.33 | Cagr: -1.29%
[DCF] Terminal Value 73.35% ; FCFF base≈68.61b ; Y1≈73.92b ; Y5≈91.02b
[DCF] Fair Price = 207.9 (EV 1174.52b - Net Debt -36.36b = Equity 1210.88b / Shares 5.82b; r=9.81% [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: 5
EPS current Quarter (2026-06-30): EPS=2.87 | Chg30d=+4.05% | Revisions=+67% | Analysts=42
EPS next Quarter (2026-09-30): EPS=3.01 | Chg30d=+4.08% | Revisions=+73% | Analysts=38
EPS current Year (2026-12-31): EPS=14.22 | Chg30d=+23.47% | Revisions=+92% | GrowthEPS=+31.6% | GrowthRev=+20.8%
EPS next Year (2027-12-31): EPS=14.42 | Chg30d=+7.93% | Revisions=+81% | GrowthEPS=+1.4% | GrowthRev=+18.1%
[Analyst] Revisions Ratio: +92%