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Alphabet Inc.Informe acción NasdaqGS:GOOGL

Capitalización bursátil US$3.0t
Precio de las acciones
US$245.35
Mi valor justo
US$291.2
15.7% infravalorado descuento intrínseco
1Y46.9%
7D-0.5%
Valor de la cartera
​
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Alphabet Inc.

Informe acción NasdaqGS:GOOGL

Capitalización de mercado: US$3.0t

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
Valoración1/6
Crecimiento futuro3/6
Rendimiento pasado6/6
Salud financiera5/6
Dividendos0/6

Recompensas

Se prevé un crecimiento anual de los beneficios de 8.85%

Los beneficios aumentaron un 31.8% el pasado año

Análisis de riesgos

No se han detectado riesgos en GOOGL a partir de nuestros controles de riesgos.

GOOGL Community Fair Values

Create Narrative

See what 3057 others think this stock is worth. Follow their fair value or set your own to get alerts.

GOOGL logo
Alphabet

AI Powered Cloud Advances Will Expand Digital Ecosystems

Key Takeaways Explosive growth in AI adoption, paid AI subscriptions, and expansion in emerging markets can significantly boost recurring revenue, margins, and long-term user growth. Investments in proprietary infrastructure and consumer AI hardware position Alphabet for leadership in digitalization, cloud transformation, and new monetization streams beyond advertising.
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US$291.2
FV
15.7% infravalorado descuento intrínseco
13.81%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
45users have followed this narrative
24 days ago author updated this narrative
GOOGL logo
Alphabet

AI Adoption And Cloud Demand Will Boost Market Opportunity

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.
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US$234.23
FV
4.7% sobrevalorado descuento intrínseco
11.41%
Revenue growth p.a.
17users have liked this narrative
1users have commented on this narrative
1262users have followed this narrative
14 days ago author updated this narrative
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Alphabet

Regulatory Pressures And Competitive Threats Will Shackle Future Prospects

Key Takeaways Intensifying regulatory scrutiny, privacy laws, and antitrust challenges threaten Alphabet's data-driven advertising, limiting future growth and squeezing margins through rising compliance costs. Competition from alternative platforms and rivals in digital advertising and AI may erode Google's dominance, risking weaker ad revenue and increased pressure on profitability.
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US$185
FV
32.6% sobrevalorado descuento intrínseco
10.32%
Revenue growth p.a.
1users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
24 days ago author updated this narrative
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Alphabet

Alphabet: The Under-appreciated Compounder Hiding in Plain Sight (clone)

This narrative is a clone of the one written on July 7th for Alphabet’s secondary listing, GOOG. Summary Google trades at ~18× forward earnings; the cheapest among the Magnificent 7 Market is too focused on AI threats to Search and antitrust noise Meanwhile, Google is executing across AI, Cloud, and YouTube Key AI differentiator: unmatched distribution across 3B+ users via Search, Gmail, YouTube, Android, Chrome, and Cloud Quietly building a world-class AI infrastructure behind the scenes; including proprietary TPUs and a vertically integrated stack YouTube generated $8.93B in Q1 ad revenue (up 10% YoY); subscriptions hit 270M Google Cloud revenue up 28% YoY to $12.3B; now profitable Optionality from long-term bets like Waymo, DeepMind, and Verily Risk/reward is compelling; a strong candidate to beat the market long term Overview Despite being part of the "Magnificent Seven," Google’s stock lags due to perceived risks around disruption of its Search business from AI competitors and mounting antitrust concerns.
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US$268.42
FV
8.6% infravalorado descuento intrínseco
9.00%
Revenue growth p.a.
9users have liked this narrative
1users have commented on this narrative
32users have followed this narrative
2 months ago author updated this narrative
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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$245.35
Máximo en las últimas 52 semanasUS$256.00
Mínimo de 52 semanasUS$140.53
Beta1.0
Cambio en 1 mes6.37%
Variación en 3 meses36.66%
Cambio de 1 año46.86%
Variación en 3 años148.63%
Variación en 5 años224.87%
Variación desde la OPV9,681.23%

Noticias y actualizaciones recientes

Alphabet's Next Trillion-Dollar Opportunity Could Be AI

Oct 03

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%

Recent updates

Alphabet's Next Trillion-Dollar Opportunity Could Be AI

Oct 03

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

Alphabet Inc.'s (NASDAQ:GOOGL) P/E Is On The Mark

Jan 06
Alphabet Inc.'s (NASDAQ:GOOGL) P/E Is On The Mark

Google: Bright Future Priced In

Dec 31

At US$195, Is Alphabet Inc. (NASDAQ:GOOGL) Worth Looking At Closely?

Dec 24
At US$195, Is Alphabet Inc. (NASDAQ:GOOGL) Worth Looking At Closely?

Google Says Don't Underestimate Me

Dec 23

Step Aside AI, Google's Quantum Computer Is Here

Dec 10

Alphabet (NASDAQ:GOOGL) Seems To Use Debt Rather Sparingly

Dec 10
Alphabet (NASDAQ:GOOGL) Seems To Use Debt Rather Sparingly

An Intrinsic Calculation For Alphabet Inc. (NASDAQ:GOOGL) Suggests It's 29% Undervalued

Nov 27
An Intrinsic Calculation For Alphabet Inc. (NASDAQ:GOOGL) Suggests It's 29% Undervalued

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

Nov 22

Does Alphabet (NASDAQ:GOOGL) Deserve A Spot On Your Watchlist?

Nov 13
Does Alphabet (NASDAQ:GOOGL) Deserve A Spot On Your Watchlist?

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

Nov 05
User avatar

Narrative update from Goran Damchevski

The company grew above expectations, with the cloud being the primary driver.

The Real Power Behind Alphabet’s Growth

Alphabet’s Q3 2024 results reveal an impressive 15% revenue growth to $88.3 billion, driven by robust ad revenue and a 35% surge in Google Cloud. With strong gains across Search, YouTube, and AI-power

Google Q3: Strong Growth Led By Cloud

Oct 29

Google: Looking At Arguments For Strong Q3 Results

Oct 20

Google Has Continued Growth Potential

Oct 07

Google: Online Search Unlikely To Be Disrupted By SearchGPT

Sep 24

Google: Not Worried About The Antitrust Trial

Sep 12

Google: Boosting My Stake In This Big Tech Bargain Now

Sep 05
User avatar

Narrative update from Michael Paige

Services and Cloud growth outpacing my original estimates. Alphabet performed really well in Q2, driven by strength in both Search and Cloud. Overall revenue growth is ahead of my expectations. Revenu
User avatar

AI Innovations And Cloud Growth Propel Future Earnings Surge

Alphabet's advancements in AI and strategic investments position it for significant revenue growth and improved net margins through increased usage and operational efficiencies.

Google Search Continues to Dominate + Google Cloud Grows

Google Services – 88% of revenues
User avatar

Narrative update from Goran Damchevski

What The Antitrust Wave Means For Alphabet’s InvestorsOn August 5, 2024, a D.C. federal court held that Google maintained an illegal monopoly in internet search and advertising. Exclusive dealing agre

Google Is An Attractive Income Play At Worst

Aug 20

Google Is The Stalwart Of Big Tech (Rating Upgrade)

Aug 02

Google Q2: Cloud Growth And Margin Expansion Continues

Jul 24

Rentabilidad de los accionistas

GOOGLUS Interactive Media and ServicesMercado US
7D-0.5%-2.0%1.2%
1Y46.9%34.4%17.9%

Rentabilidad vs. Industria: GOOGL superó a la industria US Interactive Media and Services, que obtuvo un rendimiento del 34.4% el año pasado.

Rentabilidad vs. Mercado: GOOGL superó al mercado US, que obtuvo un rendimiento del 17.9% el año pasado.

Volatilidad de los precios

Is GOOGL's price volatile compared to industry and market?
GOOGL volatility
GOOGL Average Weekly Movement3.7%
Interactive Media and Services Industry Average Movement8.3%
Market Average Movement6.4%
10% most volatile stocks in US Market17.3%
10% least volatile stocks in US Market3.0%

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 (4%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
1998187,103Sundar 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$2.98t
Beneficios(TTM)US$115.57b
Ingresos (TTM)US$371.40b
25.7x
Ratio precio-beneficio (PE)
8.0x
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$371.40b
Coste de los ingresosUS$152.49b
Beneficio brutoUS$218.91b
Otros gastosUS$103.34b
BeneficiosUS$115.57b

Últimos beneficios comunicados

Jun 30, 2025

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)9.56
Margen bruto58.94%
Margen de beneficio neto31.12%
Ratio deuda/patrimonio6.8%

¿Cómo se ha desempeñado GOOGL a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

0.3%
Rentabilidad actual por dividendo
11%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2025/10/03 18:58
Precio de las acciones al final del día2025/10/03 00:00
Beneficios2025/06/30
Ingresos anuales2024/12/31

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 95 analistas. 58 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
Skye ChenAletheia Analyst Network Limited
Rocco StraussArete Research Services LLP