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Guru Investment Theses on Google Inc

Chris Davis Comments on Google - Jun 24, 2014

Google (GOOGL), an example of a market leader in the Portfolio, globally dominates the business of online search with a market share of more than 65%. We consider Google a new generation media company with a business model that is exceptionally well positioned to capitalize on the continuing transition from traditional print and television media to Internet-based content and advertising. With advertising representing about 95% of its revenue, Google is one of the largest advertising companies in the world. Financially strong, Google is a cash flow machine with no net debt and ample liquidity provided by its substantial cash balances.



From Chris Davis' Davis New York Venture Fund First Quarter 2014 Update.



Check out Chris Davis latest stock trades

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Ratios

vs
industry
vs
history
P/E(ttm) 28.40
GOOGL's P/E(ttm) is ranked higher than
82% of the 527 Companies
in the Global Internet Content & Information industry.

( Industry Median: 116.30 vs. GOOGL: 28.40 )
GOOGL' s 10-Year P/E(ttm) Range
Min: 16.9   Max: 261.4
Current: 28.4

16.9
261.4
Forward P/E 15.90
GOOGL's Forward P/E is ranked higher than
95% of the 527 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.00 vs. GOOGL: 15.90 )
N/A
PE(NRI) 28.80
GOOGL's PE(NRI) is ranked higher than
82% of the 527 Companies
in the Global Internet Content & Information industry.

( Industry Median: 116.30 vs. GOOGL: 28.80 )
GOOGL' s 10-Year PE(NRI) Range
Min: 17.58   Max: 265.03
Current: 28.8

17.58
265.03
P/B 3.72
GOOGL's P/B is ranked higher than
68% of the 527 Companies
in the Global Internet Content & Information industry.

( Industry Median: 4.07 vs. GOOGL: 3.72 )
GOOGL' s 10-Year P/B Range
Min: 2.85   Max: 21.54
Current: 3.72

2.85
21.54
P/S 5.44
GOOGL's P/S is ranked higher than
60% of the 527 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.75 vs. GOOGL: 5.44 )
GOOGL' s 10-Year P/S Range
Min: 4.51   Max: 23.79
Current: 5.44

4.51
23.79
PFCF 31.94
GOOGL's PFCF is ranked higher than
81% of the 527 Companies
in the Global Internet Content & Information industry.

( Industry Median: 229.96 vs. GOOGL: 31.94 )
GOOGL' s 10-Year PFCF Range
Min: 15.34   Max: 99.9
Current: 31.94

15.34
99.9
POCF 17.40
GOOGL's POCF is ranked higher than
81% of the 527 Companies
in the Global Internet Content & Information industry.

( Industry Median: 38.19 vs. GOOGL: 17.40 )
GOOGL' s 10-Year POCF Range
Min: 12.37   Max: 57.78
Current: 17.4

12.37
57.78
EV-to-EBIT 20.59
GOOGL's EV-to-EBIT is ranked higher than
81% of the 527 Companies
in the Global Internet Content & Information industry.

( Industry Median: 72.19 vs. GOOGL: 20.59 )
GOOGL' s 10-Year EV-to-EBIT Range
Min: 11.1   Max: 86.9
Current: 20.59

11.1
86.9
PEG 1.89
GOOGL's PEG is ranked higher than
92% of the 527 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.00 vs. GOOGL: 1.89 )
GOOGL' s 10-Year PEG Range
Min: 0.25   Max: 2.06
Current: 1.89

0.25
2.06
Shiller P/E 35.77
GOOGL's Shiller P/E is ranked higher than
91% of the 527 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.00 vs. GOOGL: 35.77 )
GOOGL' s 10-Year Shiller P/E Range
Min: 26.14   Max: 59.22
Current: 35.77

26.14
59.22
Current Ratio 4.47
GOOGL's Current Ratio is ranked higher than
89% of the 463 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.38 vs. GOOGL: 4.47 )
GOOGL' s 10-Year Current Ratio Range
Min: 3.5   Max: 14.97
Current: 4.47

3.5
14.97
Quick Ratio 4.46
GOOGL's Quick Ratio is ranked higher than
90% of the 462 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.32 vs. GOOGL: 4.46 )
GOOGL' s 10-Year Quick Ratio Range
Min: 3.5   Max: 14.97
Current: 4.46

3.5
14.97
Days Inventory 3.97
GOOGL's Days Inventory is ranked higher than
91% of the 527 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.00 vs. GOOGL: 3.97 )
GOOGL' s 10-Year Days Inventory Range
Min: 0.48   Max: 6.57
Current: 3.97

0.48
6.57
Days Sales Outstanding 44.27
GOOGL's Days Sales Outstanding is ranked higher than
77% of the 527 Companies
in the Global Internet Content & Information industry.

( Industry Median: 57.78 vs. GOOGL: 44.27 )
GOOGL' s 10-Year Days Sales Outstanding Range
Min: 35.69   Max: 57.36
Current: 44.27

35.69
57.36

Valuation & Return

vs
industry
vs
history
Price/Net Cash 10.44
GOOGL's Price/Net Cash is ranked higher than
87% of the 527 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.00 vs. GOOGL: 10.44 )
GOOGL' s 10-Year Price/Net Cash Range
Min: 5.89   Max: 34.16
Current: 10.44

5.89
34.16
Price/Net Current Asset Value 8.85
GOOGL's Price/Net Current Asset Value is ranked higher than
84% of the 527 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.00 vs. GOOGL: 8.85 )
GOOGL' s 10-Year Price/Net Current Asset Value Range
Min: 5.25   Max: 30.23
Current: 8.85

5.25
30.23
Price/Tangible Book 4.68
GOOGL's Price/Tangible Book is ranked higher than
75% of the 527 Companies
in the Global Internet Content & Information industry.

( Industry Median: 8.94 vs. GOOGL: 4.68 )
GOOGL' s 10-Year Price/Tangible Book Range
Min: 3.6   Max: 21.97
Current: 4.68

3.6
21.97
Price/DCF (Projected) 1.61
GOOGL's Price/DCF (Projected) is ranked higher than
89% of the 527 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.00 vs. GOOGL: 1.61 )
GOOGL' s 10-Year Price/DCF (Projected) Range
Min: 1.21   Max: 2.77
Current: 1.61

1.21
2.77
Price/Median PS Value 0.79
GOOGL's Price/Median PS Value is ranked higher than
84% of the 527 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.05 vs. GOOGL: 0.79 )
GOOGL' s 10-Year Price/Median PS Value Range
Min: 0.69   Max: 2.89
Current: 0.79

0.69
2.89
Price/Peter Lynch Fair Value 1.84
GOOGL's Price/Peter Lynch Fair Value is ranked higher than
93% of the 527 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.00 vs. GOOGL: 1.84 )
GOOGL' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.77   Max: 2
Current: 1.84

0.77
2
Price/Graham Number 2.43
GOOGL's Price/Graham Number is ranked higher than
85% of the 527 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.00 vs. GOOGL: 2.43 )
GOOGL' s 10-Year Price/Graham Number Range
Min: 1.67   Max: 10.83
Current: 2.43

1.67
10.83
Earnings Yield (Greenblatt) 4.90
GOOGL's Earnings Yield (Greenblatt) is ranked higher than
79% of the 467 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.50 vs. GOOGL: 4.90 )
GOOGL' s 10-Year Earnings Yield (Greenblatt) Range
Min: 1.2   Max: 9
Current: 4.9

1.2
9
Forward Rate of Return (Yacktman) 18.51
GOOGL's Forward Rate of Return (Yacktman) is ranked higher than
76% of the 173 Companies
in the Global Internet Content & Information industry.

( Industry Median: 18.51 vs. GOOGL: 18.51 )
GOOGL' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 18.2   Max: 91.6
Current: 18.51

18.2
91.6

Business Description

Industry: Online Media » Internet Content & Information
Compare:FB, TCEHY, BIDU, YHOO, YAHOY » details
Traded in other countries:GOOG.Chile, GGQ1.Germany, GGQ7.Germany, GOOG34.Brazil, GOOGL.Mexico, GOOG.Mexico, GOOGL.Argentina, GOOGL.Chile, GOOGL.Switzerland,
Google Inc was incorporated in California on September 4, 1998 and reincorporated in Delaware in August 2003. The Company is a technology company engaged in improving the ways people connect with information. The Company's business is mainly around the following areas: search, display advertising, operating systems and platforms, enterprise and hardware products. The Company's search technologies sort through an ever-growing amount of information to deliver relevant and useful search results in response to user queries. It integrates features into its search service and offer specialized search services to help users tailor their search. In January 2012, the Company launched Search plus Your World. When a user performs a signed-in search on Google, the user's results page may include Google+ content from people that the user is close to. Relevant Google+ profiles and Google+ pages related to a specific topic or area of interest may also appear on a user's results page. Advertising includes Google Search, Google Display, Google Mobile and Google Local. AdWords is the Company's auction-based advertising program, which delivers advertisements that are relevant to search queries or Web content that they are a form of information in their own right. With AdWords, advertisers create text-based advertisements that then appear beside related search results or Web content on its Websites and on partner Websites in its Google Network, which is the network of third parties that use the Company's advertising programs to deliver relevant advertisements with their search results and content. The Company, along with Open Handset Alliance has developed Android mobile software platform that any developer can use to create applications for mobile devices and any handset manufacturer can install on a device. Google Chrome OS is an open source operating system with the Google Chrome Web browser as its foundation. The Chrome browser runs on Windows, Mac, and Linux computers. Google TV is a platform that enables the consumers the power to experience television and the Internet on a single screen, with the ability to search and find the content they want to watch. The Google TV platform is based on the Android operating system and runs the Google Chrome browser. Google's enterprise products provide Google technology for business settings. Through Google Apps, which includes Gmail, Google Docs, Google Calendar, and Google Sites, among other features, the Company provides hosted, Web-based applications that people can use on any device with a browser and an Internet connection. In addition, the Company provides its search technology for use within enterprises through the Google Search Appliance, on their public-facing sites with Google Site Search, and Google Commerce Search. The Company also provides versions of its Google Maps Application Programming Interface (API) for businesses, as well as Google Earth Enterprise (a behind-the-company-firewall softw
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