Loading...
GOOGL logo

Alphabet Inc.NasdaqGS:GOOGL Voorraadrapport

Marktkapitalisatie US$3.6t
Prijs aandeel
US$305.46
US$376.95
19.0% ondergewaardeerd intrinsieke korting
1Y111.1%
7D6.2%
Portefeuillewaarde
​
Bekijk

Alphabet Inc.

NasdaqGS:GOOGL Voorraadrapport

Marktkapitalisatie: US$3.6t

Alphabet (GOOGL) Aandelenoverzicht

Alphabet Inc. biedt verschillende producten en platforms aan in de Verenigde Staten, Europa, het Midden-Oosten, Afrika, Azië-Pacific, Canada en Latijns-Amerika. Meer informatie

GOOGL fundamentele analyse
Sneeuwvlok Score
Waardering4/6
Toekomstige groei3/6
Prestaties in het verleden5/6
Financiële gezondheid5/6
Dividenden0/6

Beloningen

Verhandeld tegen 9% onder onze schatting van de reële waarde

De winst zal naar verwachting met 11.91% per jaar groeien

De winst groeide het afgelopen jaar met 32%

Analisten zijn het erover eens dat de aandelenkoers met 23.2% zal stijgen

Risicoanalyse

Hoog niveau van niet-contante inkomsten


GOOGL Community Fair Values

Create Narrative

See what 3531 others think this stock is worth. Follow their fair value or set your own to get alerts.

GOOGL logo
Alphabet

Positioned globally, partnered locally

Summary: Google has positioned itself behind their concept of mass investment + strategic partnership to power their AI development and infrastructure. Their ad services follows closely behind while their main focus in the mobile phone market is controlling the Android ecosystem, making strategic entries with Pixel units while attempting to innovate with their aging YouTube platform to keep up with other streaming/video publishing rivals.
View narrative
US$390.19
FV
21.7% ondergewaardeerd intrinsieke korting
15.00%
Revenue growth p.a.
282
users have viewed this narrative
2users have liked this narrative
0users have commented on this narrative
24users 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
10.4% ondergewaardeerd intrinsieke korting
16.00%
Revenue growth p.a.
356
users have viewed this narrative
6users have liked this narrative
0users have commented on this narrative
13users have followed this narrative
GOOGL logo
Alphabet

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.
View narrative
US$369.52
FV
17.3% ondergewaardeerd intrinsieke korting
12.29%
Revenue growth p.a.
227
users have viewed this narrative
2users have liked this narrative
0users have commented on this narrative
10users 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
11.3% overgewaardeerd intrinsieke korting
9.06%
Revenue growth p.a.
412
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
19users have followed this narrative
GOOGL logo
Alphabet

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.
View narrative
US$228.21
FV
33.9% overgewaardeerd intrinsieke korting
5.16%
Revenue growth p.a.
799
users have viewed this narrative
11users have liked this narrative
3users have commented on this narrative
19users have followed this narrative
GOOGL logo
Alphabet

GOOGL Valuation

Looking ahead, I believe Alphabet's net profit margin will likely stabilize in the 20-25% range over the next five years, with potential for modest improvement: Alphabet's core advertising business faces some headwinds from increasing competition and a maturing market, which could pressure margins. However, the company is showing more cost discipline with slowing headcount growth and office space optimization, which should help support profitability 3 7.
View narrative
US$165.53
FV
84.5% overgewaardeerd intrinsieke korting
10.00%
Revenue growth p.a.
578
users have viewed this narrative
7users have liked this narrative
0users have commented on this narrative
21users 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
21.0% ondergewaardeerd intrinsieke korting
11.73%
Revenue growth p.a.
3.9k
users have viewed this narrative
20users have liked this narrative
1users have commented on this narrative
68users have followed this narrative
GOOGL logo
Alphabet

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 is currently the cheapest stock among the “Magnificent 7” (the seven largest U.S. tech companies by market capitalization).
View narrative
US$237.43
FV
28.7% overgewaardeerd intrinsieke korting
18.03%
Revenue growth p.a.
12.1k
users have viewed this narrative
33users have liked this narrative
18users have commented on this narrative
183users have followed this narrative
GOOGL logo
Alphabet

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.
View narrative
US$331.48
FV
7.8% ondergewaardeerd intrinsieke korting
9.00%
Revenue growth p.a.
271
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
GOOGL logo
Alphabet

Wall Street Is Sleeping on Alphabet and the Math Says It Is 33 Percent Too Cheap

Alphabet Inc. is trading at roughly a 29.85x forward P/E right now.
View narrative
US$502.05
FV
39.2% ondergewaardeerd intrinsieke korting
26.00%
Revenue growth p.a.
23
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
GOOGL logo
Alphabet

The company that turned a verb into a global necessity and basically runs the modern internet, digital ads, smartphones, maps, and AI.

1. Digital Ad Dominance That Prints Cash Alphabet is the undisputed heavyweight champion of digital advertising — responsible for nearly 30% of global ad spend.
View narrative
US$340
FV
10.2% ondergewaardeerd intrinsieke korting
17.36%
Revenue growth p.a.
8.9k
users have viewed this narrative
21users have liked this narrative
6users have commented on this narrative
153users have followed this narrative
GOOGL logo
Alphabet

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-powered enterprise solutions, Alphabet remains a leader in digital advertising and next-gen tech, pushing margins higher amidst fierce competition.
View narrative
US$192.54
FV
58.6% overgewaardeerd intrinsieke korting
7.00%
Revenue growth p.a.
2k
users have viewed this narrative
4users have liked this narrative
1users have commented on this narrative
32users have followed this narrative
GOOGL logo
Alphabet

A Fracturing Search Market and Lack of Monetization Will Slow Revenue Growth

Key Takeaways Alphabet has challenges in its search business unaccounted for by investors Alphabet’s best bet is to focus on the Cloud, but it’s an uphill battle AI will contribute to revenue growth, but profitability may come later Cloud and AI industries to grow, but analysts may have extrapolated too much Catalysts Company Catalysts AI Moat Lies In Proprietary Data Not Models A leaked Google internal memo outlines some controversial thinking inside the company. The anonymous employee argues that smaller peers are rapidly producing Large Language Models (LLM) models that can yield comparable results to Bard and GPT-4, with the added benefit of being cheaper to produce.
View narrative
US$216.56
FV
41.1% overgewaardeerd intrinsieke korting
10.00%
Revenue growth p.a.
1.1k
users have viewed this narrative
52users have liked this narrative
14users have commented on this narrative
35users have followed this narrative
GOOGL logo
Alphabet

I estimate GOOGL revenue to grow by 10.0% p.a. over the next 5 years resulting in a fair value of $268.59

Catalysts Most Immediate Catalyst (1–2 Years): AI Integration & Monetization: Google is aggressively integrating AI across its products (Search, Ads, Cloud, YouTube). If AI-powered search increases engagement and advertising efficiency, it could drive significant revenue per search improvements.
View narrative
US$171.36
FV
78.3% overgewaardeerd intrinsieke korting
10.00%
Revenue growth p.a.
857
users have viewed this narrative
9users have liked this narrative
0users have commented on this narrative
51users have followed this narrative
GOOGL logo
Alphabet

Trends in Cloud and Advertising Will Deliver Steady Revenue Growth

Key Takeaways Google’s dominance in search, and digital advertising industry growth will remain in tact. Cloud computing trends will support Google Cloud revenue growth Alphabet may implement AI slightly slower, but won’t fall behind Current estimates on costs per generative AI query are prohibitive to profitability Until processing power improves and makes generative AI cheaper, Google is unlikely to lose much market share.
View narrative
US$212.34
FV
43.9% overgewaardeerd intrinsieke korting
13.47%
Revenue growth p.a.
1.1k
users have viewed this narrative
76users have liked this narrative
1users have commented on this narrative
39users have followed this narrative
GOOGL logo
Alphabet

Google Search Continues to Dominate + Google Cloud Grows

Meaning During the tech bubble of the late 90’s, Larry Page and Sergey Brin founded Google which later went public in 2004. Larry and Sergey’s founding motto, “Google is not a conventional company.
View narrative
US$183.95
FV
66.1% overgewaardeerd intrinsieke korting
10.00%
Revenue growth p.a.
853
users have viewed this narrative
6users have liked this narrative
2users have commented on this narrative
16users have followed this narrative
GOOGL logo
Alphabet

Alphabet's Growth to Surge with Revenue Up 9%

Mi valoración sobre Alphabet, considerando los datos financieros y operativos específicos, se fundamenta en varios puntos clave. Se proyecta un crecimiento estimado del 10% anual durante los próximos tres años, lo cual sugiere una expectativa de expansión constante del negocio principal y las iniciativas emergentes de la compañía.
View narrative
US$213.62
FV
43.0% overgewaardeerd intrinsieke korting
10.00%
Revenue growth p.a.
46
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
2users 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
2.3k
users have viewed this narrative
12users have liked this narrative
0users have commented on this narrative
55users have followed this narrative
US$7.43
47.2% ondergewaardeerd intrinsieke korting
Fair Value
Revenue
36.8% p.a.
Profit Margin
25%
Future PE
20x
Price in 2031
US$11.97

Alphabet Inc. Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor Alphabet
Historische aandelenkoersen
Huidige aandelenkoersUS$305.46
52 Week HoogtepuntUS$349.00
52 Week LaagUS$143.03
Bèta1.13
1 maand verandering2.32%
3 maanden verandering-5.13%
1 Jaar Verandering111.10%
3 jaar verandering189.95%
5 jaar verandering170.99%
Verandering sinds IPO12,077.61%

Recent nieuws en updates

Alphabet's Two Down Gaps Are Screaming 'Buy'

Apr 06

Recent updates

Alphabet's Two Down Gaps Are Screaming 'Buy'

Apr 06

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'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

Rendement voor aandeelhouders

GOOGLUS Interactive Media and ServicesUS Markt
7D6.2%4.5%1.2%
1Y111.1%66.6%32.8%

Rendement versus industrie: GOOGL overtrof de US Interactive Media and Services industrie, die het afgelopen jaar een rendement 66.6 % opleverde.

Rendement versus markt: GOOGL overtrof de US markt, die het afgelopen jaar een rendement opleverde van 32.8 %.

Prijsvolatiliteit

Is GOOGL's price volatile compared to industry and market?
GOOGL volatility
GOOGL Average Weekly Movement3.8%
Interactive Media and Services Industry Average Movement7.9%
Market Average Movement7.1%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.3%

Stabiele aandelenkoers: GOOGL heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 4% ) van GOOGL is het afgelopen jaar stabiel geweest.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
1998190,820Sundar Pichaiabc.xyz

Alphabet Inc. biedt verschillende producten en platforms aan in de Verenigde Staten, Europa, het Midden-Oosten, Afrika, Azië-Pacific, Canada en Latijns-Amerika. Het is actief via de segmenten Google Services, Google Cloud en Other Bets. Het segment Google Services levert producten en diensten, waaronder advertenties, Android, Chrome, apparaten, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search en YouTube.

Alphabet Inc. Samenvatting

Hoe verhouden de winst en inkomsten van Alphabet zich tot de beurswaarde?
GOOGL fundamentele statistieken
MarktkapitalisatieUS$3.62t
Inkomsten(TTM)US$132.17b
Inkomsten(TTM)US$402.84b
28.0x
Koers/Winstverhouding
9.2x
P/S-verhouding

Is GOOGL overgewaardeerd?

Zie Reële waarde en waarderingsanalyse

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
GOOGL resultatenrekening (TTM)
InkomstenUS$402.84b
Kosten van inkomstenUS$162.54b
BrutowinstUS$240.30b
Overige uitgavenUS$108.13b
InkomstenUS$132.17b

Laatst gerapporteerde inkomsten

Dec 31, 2025

Volgende inkomensdatum

n.v.t.

Winst per aandeel (EPS)10.93
Brutomarge59.65%
Nettowinstmarge32.81%
Schuld/Eigen Vermogen Verhouding11.7%

Hoe presteerde GOOGL op de lange termijn?

Bekijk historische prestaties en vergelijking

Dividenden

0.3%
Huidig dividendrendement
8%
Uitbetalingsratio

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/04/07 04:44
Aandelenkoers aan het einde van de dag2026/04/07 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Alphabet Inc. wordt gevolgd door 100 analisten. 58 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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