Loading...
GOOGL logo

Alphabet Inc.Informe acción NasdaqGS:GOOGL

Capitalización bursátil US$3.7t
Precio de las acciones
US$306.52
No disponible
1Y79.3%
7D-1.4%
Valor de la cartera
​
Ver

Alphabet Inc.

Informe acción NasdaqGS:GOOGL

Capitalización de mercado: US$3.7t

Alphabet (GOOGL) Resumen de Acciones

Alphabet Inc. ofrece diversos productos y plataformas en Estados Unidos, Europa, Oriente Medio, África, Asia-Pacífico, Canadá y América Latina. Saber más

Análisis fundamental de GOOGL
Puntuación del snowflake
Valoración4/6
Crecimiento futuro3/6
Rendimiento pasado5/6
Salud financiera5/6
Dividendos0/6

Recompensas

Cotiza un 10% por debajo de nuestra estimación de su valor justo

Se prevé un crecimiento anual de los beneficios de 11.86%

Los beneficios aumentaron un 32% el pasado año

Los analistas coinciden en que el precio de las acciones subirá un 22.9%

Análisis de riesgos

Alto nivel de ganancias no monetarias


GOOGL Community Fair Values

Create Narrative

See what 3509 others think this stock is worth. Follow their fair value or set your own to get alerts.

GOOGL logo
Alphabet

GOOGL: AI Platform Expansion And Cloud Demand Will Support Durable Performance Amid Competitive Pressures

Key Takeaways Accelerating AI adoption and innovation are driving increases in user engagement, search monetization, and sustained revenue growth across core businesses. Diversifying products and expanding globally, particularly in cloud services and subscriptions, are improving margins and strengthening long-term growth potential.
View narrative
US$376.86
FV
18.7% infravalorado descuento intrínseco
15.17%
Revenue growth p.a.
3.9k
users have viewed this narrative
17users have liked this narrative
0users have commented on this narrative
1417users have followed this narrative
GOOGL logo
Alphabet

The "Easy Money" Is Gone: Why Alphabet Is Now a "Show Me" Story

The "Easy Money" Is Gone, But The "Smart Money" Is Staying: My Take on Alphabet If you look at the headlines, Alphabet looks like a giant under siege. The Department of Justice is at the door, and competitors like ChatGPT are nipping at Search’s heels.
View narrative
US$386.43
FV
20.7% infravalorado descuento intrínseco
11.73%
Revenue growth p.a.
3.8k
users have viewed this narrative
20users have liked this narrative
1users have commented on this narrative
68users have followed this narrative
GOOGL logo
Alphabet

Alphabet - A Fundamental and Historical Valuation

☁️Business Overview Key Metrics Total: 11.5/17 +2 ✅✅ Projected Operating Margin: 36.47% +1 ✅ Projected 5-Year Revenue CAGR: 11.50% +2 ✅✅ Last 5-Year ROIC: 26.80% +1 ✅ Estimated Cost of Capital: 10.24% (lower than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -2.53% +1 ✅ Projected 5-Year EPS CAGR: 13.22% +0 ⚠️ Projected 5-Year Dividend CAGR: 8.68% +1.5 ✅ Moody's Debt Rating: Aa2 +2 ✅✅ Morningstar Moat: Wide +0 ⚠️ Morningstar Uncertainty: Medium Alphabet is a growing company presenting a projected solid revenue and EPS growth above 10%, a wide moat resulting in an operating margin between ~30-40% and good capital allocation displaying a return on its invested capital (ROIC) almost 3 times the estimated cost of capital. The fact that it has been buying back shares during the previous years is always nice to see.
View narrative
US$274.43
FV
11.7% sobrevalorado descuento intrínseco
9.06%
Revenue growth p.a.
386
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
18users have followed this narrative
GOOGL logo
Alphabet

Google - The world's first "Full Stack AI Sovereign"

When talking about AI models, people often think of the three core layers to it: The Chip (GPUs) - the hardware layer that allows parallel processing, allowing AI models to perform thousands of mathematical calculations and complex reasoning simultaneously. The Cloud - the infrastructure layer that allows developers to train and deploy the AI model at scale.
View narrative
US$340.74
FV
10.0% infravalorado descuento intrínseco
16.00%
Revenue growth p.a.
251
users have viewed this narrative
4users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
View Stock Community
GOAI logo
Eva Live

Is this the AI replacing marketing professionals?

Key Takeaways EVA Live (Nasdaq:GOAI) has launched NeuroServer , a purpose-built AI system trained specifically for digital advertising rather than built on off-the-shelf AI models. Its custom neural architecture is designed for multi-objective optimisation across real campaign KPIs, and was trained using reinforcement learning in an agency environment, positioning it very differently from typical AI-powered ad-tech tools.Read more

View narrative
114
users have viewed this narrative
2users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
US$7.43
37.7% infravalorado descuento intrínseco
valuebull's Fair Value
Revenue
36.8% p.a.
Profit Margin
25%
Future PE
20x
Price in 2031
US$11.97

Competidores de Alphabet Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Alphabet
Precios históricos de las acciones
Precio actual de la acciónUS$306.52
Máximo en las últimas 52 semanasUS$349.00
Mínimo de 52 semanasUS$140.53
Beta1.11
Cambio en 1 mes-9.31%
Variación en 3 meses-4.10%
Cambio de 1 año79.34%
Variación en 3 años226.57%
Variación en 5 años200.46%
Variación desde la OPV12,119.86%

Noticias y actualizaciones recientes

Google - The world's first "Full Stack AI Sovereign"

When talking about AI models, people often think of the three core layers to it: The Chip (GPUs) - the hardware layer that allows parallel processing, allowing AI models to perform thousands of mathematical calculations and complex reasoning simultaneously. The Cloud - the infrastructure layer that allows developers to train and deploy the AI model at scale.

Alphabet will shine

Date: February 21, 2026 Subject: The AI Infrastructure Inflection Point Rating: BUY (Accumulate on Pullbacks) Intrinsic Value: $345.05 (Simply Wall St) | Current Price: ~$303.00 Executive Summary Alphabet Inc. (GOOGL) enters 2026 at a critical strategic junction.

Google Isn’t Just Search It’s Becoming the Internet’s Operating System

Google isn’t just search; it’s becoming the internet’s operating system. As markets move from pure AI hype to rewarding proven profitability and defensible platforms, I think Alphabet offers one of the cleaner ways to get asymmetric upside in this AI cycle.

Alphabet: Gemini And Google Cloud Put Company In The AI Revolution's Pantheon

Feb 18

Recent updates

Google - The world's first "Full Stack AI Sovereign"

When talking about AI models, people often think of the three core layers to it: The Chip (GPUs) - the hardware layer that allows parallel processing, allowing AI models to perform thousands of mathematical calculations and complex reasoning simultaneously. The Cloud - the infrastructure layer that allows developers to train and deploy the AI model at scale.

Alphabet will shine

Date: February 21, 2026 Subject: The AI Infrastructure Inflection Point Rating: BUY (Accumulate on Pullbacks) Intrinsic Value: $345.05 (Simply Wall St) | Current Price: ~$303.00 Executive Summary Alphabet Inc. (GOOGL) enters 2026 at a critical strategic junction.

Google Isn’t Just Search It’s Becoming the Internet’s Operating System

Google isn’t just search; it’s becoming the internet’s operating system. As markets move from pure AI hype to rewarding proven profitability and defensible platforms, I think Alphabet offers one of the cleaner ways to get asymmetric upside in this AI cycle.

Alphabet: Gemini And Google Cloud Put Company In The AI Revolution's Pantheon

Feb 18

Alphabet's (NASDAQ:GOOGL) Promising Earnings May Rest On Soft Foundations

Feb 14
Alphabet's (NASDAQ:GOOGL) Promising Earnings May Rest On Soft Foundations

Weekly Picks: 🤝 Alphabet's Anthropic Deal And 2 More Picks

Oct 30
Weekly Picks: 🤝 Alphabet's Anthropic Deal And 2 More Picks

Earnings Not Telling The Story For Alphabet Inc. (NASDAQ:GOOGL) After Shares Rise 26%

Sep 19
Earnings Not Telling The Story For Alphabet Inc. (NASDAQ:GOOGL) After Shares Rise 26%

Additional Considerations Required While Assessing Alphabet's (NASDAQ:GOOGL) Strong Earnings

Jul 31
Additional Considerations Required While Assessing Alphabet's (NASDAQ:GOOGL) Strong Earnings

Exciting Future for GOOGL with Cloud Revenue Boom and AI Advancements

GOOGL is a stock that I am very excited about for multiple reasons. For this I will be talking and touching up on a lot of things that were released today in their Q2 2025 Earnings Report.

Results: Alphabet Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Apr 28
Results: Alphabet Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Alphabet Q1: The Top Risk-Averse Stock Positioned For A 2026 Boom

Apr 27

Alphabet: About That 'Cheap' P/E Ratio (Rating Upgrade)

Apr 20

Alphabet May Become The Largest Company In The World, Here's How

Apr 14

Mag 7 To Bag 7, But Alphabet Is A Sleeping Giant

Apr 01

Alphabet's Quantum Moonshot Contains Asymmetric Upside (Rating Upgrade)

Mar 26

Alphabet: Wiz Acquisition Marks Beginning Of 'The Software Age'

Mar 18

Google Stock: Why Now Could Be The Best Time To Buy Before It Soars

Mar 07

Alphabet: Next Great Dividend Growth Stock A Bargain Now

Feb 21

Alphabet: Why The Google Cloud Selloff Has A Silver Lining (Rating Upgrade)

Feb 11

Alphabet's Cloud and AI Potential to Boost Future Growth

Are there any products or services that could move sales or earnings meaningfully? Google Cloud and Waymo.

Google: Pichai Fumbles, Stock Tumbles, But There's A Silver Lining (Rating Upgrade)

Feb 05

Market Is Wrong About DeepSeek; Google Is A Huge Beneficiary

Jan 28

Innovation Powerhouse and the Most Undervalued of the Magnificent 7

Alphabet Inc., the parent company of Google, stands as a cornerstone of the tech world, leading in search, digital advertising, AI, and cloud computing. Despite its dominance and innovation, Alphabet

Google: 2 Reasons I Sold Some Shares, And 2 Reasons I Kept The Rest

Jan 16

Google: Bright Future Priced In

Dec 31

Google Says Don't Underestimate Me

Dec 23

Step Aside AI, Google's Quantum Computer Is Here

Dec 10

Navigating Risks: Why I'm Still Bullish On Google Stock

Nov 22

Google Stock: A Strong Buy For Long-Term Cloud Growth At A Reasonable Price

Nov 05

Rentabilidad de los accionistas

GOOGLUS Interactive Media and ServicesMercado US
7D-1.4%-1.2%-0.6%
1Y79.3%41.8%15.5%

Rentabilidad vs. Industria: GOOGL superó a la industria US Interactive Media and Services, que obtuvo un rendimiento del 41.8% el año pasado.

Rentabilidad vs. Mercado: GOOGL superó al mercado US, que obtuvo un rendimiento del 15.5% el año pasado.

Volatilidad de los precios

Is GOOGL's price volatile compared to industry and market?
GOOGL volatility
GOOGL Average Weekly Movement3.2%
Interactive Media and Services Industry Average Movement7.5%
Market Average Movement6.6%
10% most volatile stocks in US Market16.0%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: GOOGL no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de GOOGL (3%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
1998190,820Sundar Pichaiabc.xyz

Alphabet Inc. ofrece diversos productos y plataformas en Estados Unidos, Europa, Oriente Medio, África, Asia-Pacífico, Canadá y Latinoamérica. Opera a través de los segmentos Servicios de Google, Nube de Google y Otras apuestas. El segmento de Servicios de Google proporciona productos y servicios, incluidos anuncios, Android, Chrome, dispositivos, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search y YouTube.

Resumen de fundamentos de Alphabet Inc.

¿Cómo se comparan los beneficios e ingresos de Alphabet con su capitalización de mercado?
Estadísticas fundamentales de GOOGL
Capitalización bursátilUS$3.71t
Beneficios(TTM)US$132.17b
Ingresos (TTM)US$402.84b
28.1x
Ratio precio-beneficio (PE)
9.2x
Ratio precio-ventas (PS)

¿Está GOOGL sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de GOOGL
IngresosUS$402.84b
Coste de los ingresosUS$162.54b
Beneficio brutoUS$240.30b
Otros gastosUS$108.13b
BeneficiosUS$132.17b

Últimos beneficios comunicados

Dec 31, 2025

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)10.93
Margen bruto59.65%
Margen de beneficio neto32.81%
Ratio deuda/patrimonio11.7%

¿Cómo se ha desempeñado GOOGL a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

0.3%
Rentabilidad actual por dividendo
8%
Ratio de pagos
¿Cuándo hay que comprar GOOGL para recibir un próximo dividendo?
fechas de dividendos de Alphabet
Fecha ex dividendoMar 09 2026
Fecha de pago de dividendosMar 16 2026
Días hasta ex dividendo6 days
Días hasta la fecha de pago de dividendos13 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/03/03 02:47
Precio de las acciones al final del día2026/03/02 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Alphabet Inc. está cubierta por 100 analistas. 56 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
David HeasmanAccountability Research Corporation
Rocco StraussArete Research Services LLP
Richard KramerArete Research Services LLP