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Also traded in: Argentina, Brazil, Chile, Germany, Mexico, Peru, Switzerland, UK

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry
vs
history
Cash-to-Debt 21.94
GOOGL's Cash-to-Debt is ranked higher than
54% of the 303 Companies
in the Global Internet Content & Information industry.

( Industry Median: 7.92 vs. GOOGL: 21.94 )
Ranked among companies with meaningful Cash-to-Debt only.
GOOGL' s Cash-to-Debt Range Over the Past 10 Years
Min: 8.69  Med: 50.65 Max: No Debt
Current: 21.94
Equity-to-Asset 0.83
GOOGL's Equity-to-Asset is ranked higher than
84% of the 299 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.59 vs. GOOGL: 0.83 )
Ranked among companies with meaningful Equity-to-Asset only.
GOOGL' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.58  Med: 0.81 Max: 0.92
Current: 0.83
0.58
0.92
Interest Coverage 191.26
GOOGL's Interest Coverage is ranked higher than
50% of the 307 Companies
in the Global Internet Content & Information industry.

( Industry Median: 189.65 vs. GOOGL: 191.26 )
Ranked among companies with meaningful Interest Coverage only.
GOOGL' s Interest Coverage Range Over the Past 10 Years
Min: 162.75  Med: 196.86 Max: No Debt
Current: 191.26
Piotroski F-Score: 6
Altman Z-Score: 14.70
Beneish M-Score: -2.72
WACC vs ROIC
9.18%
35.26%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 9/10

vs
industry
vs
history
Operating Margin % 26.27
GOOGL's Operating Margin % is ranked higher than
88% of the 300 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.03 vs. GOOGL: 26.27 )
Ranked among companies with meaningful Operating Margin % only.
GOOGL' s Operating Margin % Range Over the Past 10 Years
Min: 24.99  Med: 30.24 Max: 35.4
Current: 26.27
24.99
35.4
Net Margin % 21.58
GOOGL's Net Margin % is ranked higher than
85% of the 300 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.60 vs. GOOGL: 21.58 )
Ranked among companies with meaningful Net Margin % only.
GOOGL' s Net Margin % Range Over the Past 10 Years
Min: 19.39  Med: 23.13 Max: 29.01
Current: 21.58
19.39
29.01
ROE % 15.10
GOOGL's ROE % is ranked higher than
72% of the 274 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.72 vs. GOOGL: 15.10 )
Ranked among companies with meaningful ROE % only.
GOOGL' s ROE % Range Over the Past 10 Years
Min: 14.12  Med: 16.57 Max: 21.16
Current: 15.1
14.12
21.16
ROA % 12.50
GOOGL's ROA % is ranked higher than
82% of the 304 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.50 vs. GOOGL: 12.50 )
Ranked among companies with meaningful ROA % only.
GOOGL' s ROA % Range Over the Past 10 Years
Min: 11.77  Med: 13.86 Max: 19.19
Current: 12.5
11.77
19.19
ROC (Joel Greenblatt) % 74.05
GOOGL's ROC (Joel Greenblatt) % is ranked higher than
64% of the 301 Companies
in the Global Internet Content & Information industry.

( Industry Median: 17.39 vs. GOOGL: 74.05 )
Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
GOOGL' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 72.97  Med: 113.43 Max: 148.01
Current: 74.05
72.97
148.01
3-Year Revenue Growth Rate 16.40
GOOGL's 3-Year Revenue Growth Rate is ranked higher than
66% of the 243 Companies
in the Global Internet Content & Information industry.

( Industry Median: 8.50 vs. GOOGL: 16.40 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
GOOGL' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: 16  Med: 26.25 Max: 193.3
Current: 16.4
16
193.3
3-Year EBITDA Growth Rate 14.00
GOOGL's 3-Year EBITDA Growth Rate is ranked higher than
58% of the 180 Companies
in the Global Internet Content & Information industry.

( Industry Median: 8.00 vs. GOOGL: 14.00 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
GOOGL' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: 10.8  Med: 25.4 Max: 268.1
Current: 14
10.8
268.1
3-Year EPS without NRI Growth Rate 12.80
GOOGL's 3-Year EPS without NRI Growth Rate is ranked higher than
52% of the 167 Companies
in the Global Internet Content & Information industry.

( Industry Median: 9.80 vs. GOOGL: 12.80 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
GOOGL' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: 9.5  Med: 27.1 Max: 231.9
Current: 12.8
9.5
231.9
GuruFocus has detected 3 Warning Signs with Alphabet Inc $GOOGL.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» GOOGL's 10-Y Financials

Financials (Next Earnings Date: 2017-04-21)


Revenue & Net Income
Cash & Debt
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q1 2016

GOOGL Guru Trades in Q1 2016

Mario Gabelli 10,240 sh (New)
Ray Dalio 10,926 sh (New)
Daniel Loeb 700,000 sh (New)
Jim Simons 163,999 sh (New)
Louis Moore Bacon 166,000 sh (+80.89%)
Stanley Druckenmiller 55,700 sh (+69.82%)
Larry Robbins 371,849 sh (+62.51%)
Steve Mandel 645,859 sh (+59.75%)
Tom Russo 1,529 sh (+20.58%)
Andreas Halvorsen 2,050,487 sh (+10.63%)
Pioneer Investments 754,072 sh (+4.26%)
Diamond Hill Capital 435,513 sh (+3.17%)
Ken Fisher 973,292 sh (+2.56%)
Jeff Auxier 525 sh (+1.94%)
Frank Sands 1,991,727 sh (+1.12%)
PRIMECAP Management 2,581,266 sh (+0.14%)
Steven Romick 220,277 sh (unchged)
Tweedy Browne Global Value 76,000 sh (unchged)
Jerome Dodson 25,000 sh (unchged)
Tom Gayner 12,500 sh (unchged)
Julian Robertson 2,396 sh (unchged)
Mario Cibelli 2,800 sh (unchged)
David Carlson 38,000 sh (unchged)
Robert Karr Sold Out
Tweedy Browne 139,660 sh (-0.06%)
First Pacific Advisors 245,921 sh (-0.71%)
Chris Davis 925,559 sh (-1.90%)
NWQ Managers 67,364 sh (-3.93%)
Mairs and Power 552 sh (-5.32%)
John Burbank 23,280 sh (-6.11%)
David Rolfe 291,498 sh (-6.24%)
Wintergreen Fund 19,921 sh (-6.50%)
Wallace Weitz 190 sh (-7.32%)
Jeremy Grantham 554,855 sh (-13.15%)
Charles de Vaulx 16,119 sh (-13.59%)
Bill Nygren 182,000 sh (-16.13%)
Ron Baron 20,259 sh (-16.53%)
Ruane Cunniff 422,601 sh (-18.68%)
David Winters 19,921 sh (-21.06%)
Paul Tudor Jones 40,100 sh (-21.22%)
John Griffin 278,300 sh (-22.26%)
RS Investment Management 119,858 sh (-24.10%)
Steven Cohen 257,300 sh (-31.95%)
Leon Cooperman 276,599 sh (-35.32%)
Manning & Napier Advisors, Inc 294,544 sh (-44.11%)
Caxton Associates 13,400 sh (-45.08%)
Murray Stahl 15,037 sh (-51.15%)
Dodge & Cox 462,656 sh (-57.93%)
First Eagle Investment 197,337 sh (-62.62%)
George Soros 6,637 sh (-89.88%)
Spiros Segalas 2,143,795 sh (-2.05%)
» More
Q2 2016

GOOGL Guru Trades in Q2 2016

Joel Greenblatt 23,078 sh (New)
First Pacific Advisors 277,197 sh (+12.72%)
Diamond Hill Capital 468,856 sh (+7.66%)
Jeremy Grantham 593,148 sh (+6.90%)
Manning & Napier Advisors, Inc 308,685 sh (+4.80%)
Mairs and Power 573 sh (+3.80%)
Tom Russo 1,587 sh (+3.79%)
Ken Fisher 995,319 sh (+2.26%)
RS Investment Management 120,428 sh (+0.48%)
First Eagle Investment 197,843 sh (+0.26%)
John Griffin 278,700 sh (+0.14%)
Spiros Segalas 2,169,635 sh (+1.21%)
Steven Romick 220,277 sh (unchged)
Tweedy Browne Global Value 76,000 sh (unchged)
Jerome Dodson 25,000 sh (unchged)
Tom Gayner 12,500 sh (unchged)
Jeff Auxier 525 sh (unchged)
Wallace Weitz 190 sh (unchged)
David Winters 19,921 sh (unchged)
Mario Cibelli 2,800 sh (unchged)
Julian Robertson 2,396 sh (unchged)
Larry Robbins 371,849 sh (unchged)
David Carlson 38,000 sh (unchged)
Charles de Vaulx 16,119 sh (unchged)
Wintergreen Fund 19,921 sh (unchged)
Caxton Associates Sold Out
John Burbank Sold Out
Louis Moore Bacon Sold Out
Stanley Druckenmiller Sold Out
George Soros Sold Out
Steven Cohen Sold Out
Tweedy Browne 139,620 sh (-0.03%)
PRIMECAP Management 2,552,605 sh (-1.11%)
Chris Davis 911,416 sh (-1.53%)
Murray Stahl 14,765 sh (-1.81%)
Mario Gabelli 9,828 sh (-4.02%)
Leon Cooperman 262,869 sh (-4.96%)
Frank Sands 1,885,424 sh (-5.34%)
David Rolfe 268,489 sh (-7.89%)
Andreas Halvorsen 1,794,927 sh (-12.46%)
Ruane Cunniff 366,625 sh (-13.25%)
NWQ Managers 55,935 sh (-16.97%)
Dodge & Cox 379,111 sh (-18.06%)
Bill Nygren 139,000 sh (-23.63%)
Ron Baron 15,401 sh (-23.98%)
Pioneer Investments 546,669 sh (-27.50%)
Daniel Loeb 400,000 sh (-42.86%)
Ray Dalio 6,100 sh (-44.17%)
Jim Simons 47,400 sh (-71.10%)
Steve Mandel 165,008 sh (-74.45%)
Paul Tudor Jones 2,409 sh (-93.99%)
» More
Q3 2016

GOOGL Guru Trades in Q3 2016

Stanley Druckenmiller 25,000 sh (New)
Louis Moore Bacon 74,569 sh (New)
Eric Mindich 37,000 sh (New)
John Burbank 145 sh (New)
Steven Cohen 419,288 sh (New)
Paul Tudor Jones 38,100 sh (+1481.57%)
Jim Simons 524,048 sh (+1005.59%)
Daniel Loeb 550,000 sh (+37.50%)
David Rolfe 297,375 sh (+10.76%)
Ray Dalio 6,700 sh (+9.84%)
Andreas Halvorsen 1,963,129 sh (+9.37%)
Jeremy Grantham 631,938 sh (+6.54%)
NWQ Managers 57,766 sh (+3.27%)
Ken Fisher 1,010,042 sh (+1.48%)
First Pacific Advisors 279,620 sh (+0.87%)
Steven Romick 220,881 sh (+0.27%)
John Griffin 279,000 sh (+0.11%)
Tweedy Browne Global Value 76,000 sh (unchged)
Jerome Dodson 25,000 sh (unchged)
David Carlson 38,000 sh (unchged)
Tom Gayner 12,500 sh (unchged)
Mario Cibelli 2,800 sh (unchged)
Julian Robertson 2,396 sh (unchged)
Wallace Weitz 190 sh (unchged)
Larry Robbins 371,849 sh (unchged)
Tom Russo 1,587 sh (unchged)
Jeff Auxier 525 sh (unchged)
Steve Mandel Sold Out
Bill Nygren Sold Out
First Eagle Investment 195,949 sh (-0.96%)
Murray Stahl 14,315 sh (-3.05%)
Diamond Hill Capital 449,733 sh (-4.08%)
Chris Davis 874,230 sh (-4.08%)
PRIMECAP Management 2,439,888 sh (-4.42%)
Pioneer Investments 518,844 sh (-5.09%)
Dodge & Cox 358,042 sh (-5.56%)
Frank Sands 1,760,084 sh (-6.65%)
Mairs and Power 533 sh (-6.98%)
Ruane Cunniff 339,408 sh (-7.42%)
Charles de Vaulx 14,919 sh (-7.44%)
Tweedy Browne 126,903 sh (-9.11%)
Manning & Napier Advisors, Inc 271,732 sh (-11.97%)
Ron Baron 13,314 sh (-13.55%)
David Winters 15,410 sh (-22.64%)
Wintergreen Fund 15,410 sh (-22.64%)
Mario Gabelli 6,158 sh (-37.34%)
Leon Cooperman 161,156 sh (-38.69%)
Joel Greenblatt 5,729 sh (-75.18%)
Spiros Segalas 810,057 sh (-62.66%)
» More
Q4 2016

GOOGL Guru Trades in Q4 2016

Chase Coleman 186,100 sh (New)
Joel Greenblatt 14,179 sh (+147.50%)
Larry Robbins 763,605 sh (+105.35%)
Ruane Cunniff 387,556 sh (+14.19%)
Pioneer Investments 582,001 sh (+12.17%)
Mairs and Power 589 sh (+10.51%)
John Griffin 304,700 sh (+9.21%)
Tweedy Browne 134,110 sh (+5.68%)
Ken Fisher 1,043,765 sh (+3.34%)
Mario Gabelli 6,243 sh (+1.38%)
Diamond Hill Capital 452,557 sh (+0.63%)
First Pacific Advisors 280,721 sh (+0.39%)
Spiros Segalas 816,355 sh (+0.78%)
Tweedy Browne Global Value 76,000 sh (unchged)
Jerome Dodson 25,000 sh (unchged)
David Carlson 38,000 sh (unchged)
Tom Gayner 12,500 sh (unchged)
Mario Cibelli 2,800 sh (unchged)
Wallace Weitz 190 sh (unchged)
Julian Robertson 2,396 sh (unchged)
Eric Mindich 40,000 sh (unchged)
Jeff Auxier 525 sh (unchged)
John Burbank Sold Out
Stanley Druckenmiller Sold Out
PRIMECAP Management 2,434,183 sh (-0.23%)
Steven Romick 220,277 sh (-0.27%)
NWQ Managers 57,472 sh (-0.51%)
Tom Russo 1,572 sh (-0.95%)
First Eagle Investment 191,548 sh (-2.25%)
Charles de Vaulx 14,434 sh (-3.25%)
Manning & Napier Advisors, Inc 260,426 sh (-4.16%)
Chris Davis 824,643 sh (-5.67%)
Frank Sands 1,636,470 sh (-7.02%)
Andreas Halvorsen 1,807,781 sh (-7.91%)
Dodge & Cox 329,282 sh (-8.03%)
David Winters 14,007 sh (-9.10%)
Wintergreen Fund 14,007 sh (-9.10%)
Ray Dalio 6,000 sh (-10.45%)
Jeremy Grantham 557,488 sh (-11.78%)
David Rolfe 259,621 sh (-12.70%)
Leon Cooperman 139,395 sh (-13.50%)
Eric Mindich 30,600 sh (-17.30%)
Daniel Loeb 425,000 sh (-22.73%)
Murray Stahl 10,913 sh (-23.77%)
Jim Simons 354,200 sh (-32.41%)
Ron Baron 7,754 sh (-41.76%)
Steven Cohen 119,140 sh (-71.59%)
Paul Tudor Jones 700 sh (-98.16%)
» More
» Details

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Business Description

Industry: Online Media » Internet Content & Information    NAICS: 519130    SIC: 7375
Compare:NAS:FB, OTCPK:TCEHY, OTCPK:NPSNY, NAS:BIDU, NAS:JD, NAS:YHOO, NAS:NTES, OTCPK:YAHOF, NYSE:SNAP, NYSE:TWTR, NAS:WB, NAS:VRSN, NAS:YNDX, NAS:MOMO, NYSE:GDDY, OTCPK:RPGRY, OTCPK:ATDRY, NAS:IAC, NYSE:WUBA, NAS:SINA » details
Traded in other countries:GOOGL.Argentina, GOOG34.Brazil, GOOG.Chile, ABEA.Germany, GOOGL.Mexico, GOOGL.Peru, GOOGL.Switzerland, 0R0I.UK,
Alphabet Inc through its subsidiary Google Inc is engaged in improving the ways people connect with information & products including Search, Android, YouTube, Apps, Maps & Ads. It also produces internet-connected home devices & provides internet services.

Alphabet is a holding company with Google, the Internet media giant, as a wholly owned subsidiary. Google generates 99% of Alphabet revenue, of which more than 85% is from online ads. Google's other revenue is from sales of apps and content on Google Play, YouTube Red and cloud service fees, and other licensing revenue. Alphabet's moonshot investments are in its other bets segment, where it bets on smart homes (Nest), technology to enhance health (Verily), faster Internet access to homes (Google Fiber), self-driving cars (part of X), and more.

Guru Investment Theses on Alphabet Inc

GoodHaven Funds Comments on Alphabet - Jan 27, 2017

While hardly unknown, Alphabet (NASDAQ:GOOGL) continues to grow at a rapid rate for such a large company. Alphabet’s scale is staggering, with at least five applications used regularly by more than a billion people and the largest digital ad platform in the world. It also owns YouTube, which as a standalone business would be larger than most television networks, and Android, the most widely used operating system on smartphones and increasingly on other devices.

On an annual basis, the company is expected to generate close to $40 per share in earnings, despite still losing about $4 per share after-tax in its corporate venture capital investments. The stock is no longer cheap, but neither is it overpriced given its valuation, prospects for growth, and generation of free cash flow. Recently, for the first time, the company approved a significant share repurchase. With nearly $120 per share in cash and almost no debt, the company is in a unique position to be able to spend heavily to improve its business and benefit its shareholders at the same time. Its biggest threat would appear to be regulation rather than direct competition.





From Larry Pitkowski's GoodHaven Fund 2016 annual letter.



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Baron Funds Comments on Alphabet Inc. - Oct 25, 2016

Alphabet Inc. (NASDAQ:GOOGL) is the world’s largest search and digital advertising company. Shares of Alphabet were up in the third quarter, driven by quarterly results that surpassed Wall Street expectations. We continue to believe that even while desktop search is becoming a more mature business for the company, Alphabet is well positioned to benefit from substantial growth in mobile and online video advertising. (Ashim Mehra)







From Baron Opportunity Fund third-quarter 2016 commentary.



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Baron Funds Comments on Alphabet - Jul 13, 2016

Alphabet (NASDAQ:GOOGL) is the world’s dominant search engine. In our view, Alphabet also happens to be one of the most innovative companies on Earth, with a vast array of initiatives and businesses ranging from YouTube to Calico (its foray into longevity). The company’s core business is a powerful platform that benefits from the network effect, economies of scale, and formidable barriers to entry. Most advertisers want to work with Alphabet. Data is becoming increasingly important, and Alphabet owns the most data of any company we know. We believe the value of that data and its monetization opportunities will become more apparent over time. The company is the Fund’s second largest holding, and the value of our investment has doubled in the time we have owned it. As big as it has become, we think Alphabet has a long and robust growth trajectory ahead.



From Baron Funds' Summer 2016 Newsletter.



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Wallace Weitz Comments on Alphabet - Apr 22, 2016

Alphabet (NASDAQ:GOOGL) is a multinational technology company generally specializing in Internet related services and products. Alphabet’s core search business (Google) delivered strong operating results which eased investor fears that the company’s primary search advertising products would not be as relevant on mobile phones as on desktops. Alphabet’s shares rose, as investors priced in a higher rate of long-term growth, renewed operating expense discipline and the announcement of the company’s first capital return program. We opportunistically trimmed our position, as the stock price approached our estimate of business value.

From Wallace Weitz (Trades, Portfolio)'s Weitz Value Fund 1st quarter 2016 commentary.

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Baron Funds Comments on Alphabet Inc. - Feb 15, 2016

We think a phenomenon some investors refer to as “pattern recognition” is largely responsible for the strong performance of the shares of Alphabet Inc. (NASDAQ:GOOGL), up 43% in 2015. During the third quarter, the company, still commonly referred to as Google, announced a change in the corporate structure and the creation of a “holdco,” named Alphabet, which would hold Google’s core search engine business and separate out their newer, less mature endeavors such as Google Fiber, Artificial Intelligence, Calico (Google’s foray into longevity), and others. Google veteran Sundar Pichai has become the CEO of Google Inc., a subsidiary of Alphabet, allowing Google’s co-founders Larry Page and Sergey Brin to spend more time on Alphabet’s other businesses. We continue to believe that Google is one of the most innovative companies on Earth, with a powerful business model that benefits from the network effect, and the greatest collection of human talent in any one place in the world. Data is becoming increasingly more important and they own more data than any other company we know. We think the value of that data and its monetization opportunities will become more apparent over time.





From Baron Funds' Global Advantage Fund letter for the fourth quarter 2015.



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Baron Funds Comments on Alphabet Inc. - Feb 08, 2016

Google Inc.’s new corporate name is Alphabet Inc. (NASDAQ:GOOGL) With the change, the company instituted a new holdco structure that gives management more direct oversight over its newer businesses such as Google Fiber and Calico. Alphabet’s shares rose on the strength of fourth quarter results that exceeded Street expectations. We believe that even while desktop search becomes a more mature business for the company, the company is well positioned to benefit from substantial growth in mobile and online video advertising. (Ashim Mehra)



From the Baron Funds Opportunity Fund fourth quarter 2015 commentary.



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Longleaf Partners Comments on Alphabet - Jan 22, 2016

Alphabet (NASDAQ:GOOGL) (formerly named Google) gained 51% for the year on the back of a 25% rise in the fourth quarter. The company reported strong revenue growth year-over-year across the U.S., U.K., and the rest of the world. The bear case that the move to mobile search would be detrimental to revenues and market share seemed to fade. Mobile queries now outnumber desktop queries in important countries, and mobile revenue per click is improving. Alphabet segment YouTube’s growth remained strong, and the company announced a new pay tier named Red. Disclosure should improve with new reporting of segments in January. During the fourth quarter, a new share buyback program was authorized, further affirming the company’s attention to capital allocation.



From Longleaf Partners Fund 4th quarter commentary.



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Wallace Weitz Comments on Alphabet - Jan 22, 2016

Alphabet (NASDAQ:GOOGL) is a multinational technology company generally specializing in internet related services and products. Alphabet’s core search business delivered strong operating results which eased investor fears that the company’s primary search advertising products would not be as relevant on mobile phones as on desktops. Additionally, the share price also rose due to the company’s decision to provide more financial information on individual operating units beginning in 2016. We believe this is a positive move, as it may entail further disclosures of both the highly profitable Google Internet Services business and the company’s other venture investments. We trimmed our position during the fourth quarter as the stock price approached our estimate of business value.



From Wallace Weitz (Trades, Portfolio)'s fourth quarter 2015 Value Fund commentary.



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Oakmark Comments on Alphabet - Jan 08, 2016

Alphabet (NASDAQ:GOOGL) (formerly Google) (U.S.), the leading Internet search engine, was the top contributor for the quarter, returning 25%. Alphabet’s share price reacted positively to third-quarter results in which both earnings and revenues exceeded market expectations. Importantly, the company also reported accelerating constant currency revenue growth of 21%. This high quality growth was the product of gains across all important segments; the fastest growth occurred in Google Sites (Search, YouTube, Gmail, etc.), which provide the company’s most profitable revenue. Alphabet’s mobile division also grew substantially, which eased concerns that the shift to mobile computing would harm the company’s profitability. We believe that Alphabet will benefit from a very strong tailwind as advertising continues to move online.



From Oakmark Global Select Fund's fourth quarter 2015 commentary.



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Wallace Weitz Comments on Google - Nov 06, 2015

Google (NASDAQ:GOOGL) is a multinational technology company generally specializing in Internet related services and products. Google’s stock price increased as reported earnings exceeded expectations due to better expense controls and accelerated revenue growth in Google’s core search businesses, where mobile search and YouTube showed particular strength. Furthermore, CFO Ruth Porat provided some hope of returning some of Google’s excess cash to shareholders. While we remain unconvinced that controlling shareholders Brin and Paige will return cash to shareholders as Porat’s comments suggest, we would welcome it as it would provide additional upside to our base case valuation. In addition, the stock price was also helped by the announcement of the creation of a holding company called Alphabet, implemented on Oct. 2, which will consist of several subsidiaries the largest of which will be the Google Internet Services (search, apps, android, YouTube etc.). Alphabet will hold several other companies that used to sit inside Google which represent longer term initiatives not directly related to Internet Services such as Nest, Calico Healthcare and Google Fiber. We believe this is a positive move as it may entail further disclosures of both the highly profitable Google Internet Services business and the company’s other venture investments.

From Wallace Weitz (Trades, Portfolio)'s Partners Value Fund commentary for third quarter 2015.

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Southeastern Asset Management Comments on Google - Oct 22, 2015

The portfolio’s largest contributor during the quarter, Google (NASDAQ:GOOGL), rose 17% on the back of strong operating results and an announced new corporate structure. The company’s core search and display business demonstrated healthy, accelerating organic revenue growth. The move to mobile search is helping Google, rather than hurting it as some bears had feared. YouTube is also performing well, as its average viewing session per user on a mobile device is over 40 minutes, up more than 50% year-over-year. Beginning in the fourth quarter, Alphabet Inc. will replace Google Inc. as the publicly-traded entity. Google will become a wholly-owned subsidiary of Alphabet, and all outstanding Google shares will convert into the same number of shares of Alphabet. This means the company will report two segments—the search and YouTube core business and all other business lines. Management believes the new structure will allow for more management scale and accountability as each Alphabet subsidiary will have its own CEO. Larry Page, Sergey Brin, and Ruth Porat will remain in their same roles as CEO and Co-Founder, Co-Founder, and Chief Financial Officer.

From Mason Hawkins (Trades, Portfolio)' Longleaf Partners third quarter 2015 shareholder commentary.

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Bill Nygren and David Herro Comments on Google - Oct 08, 2015

Another positive contributor to performance for the quarter was Google (NASDAQ:GOOGL) (U.S.), the leading Internet search engine. Google delivered a positive second-quarter earnings report that beat market expectations. We were pleased to see that aggregate paid clicks were up 18% and that paid clicks on Google websites were up 30%. Investors were encouraged by CFO Ruth Porat’s favorable comments on “balance sheet efficiency” and “maximizing shareholder value,” which reaffirm to us that CEO Larry Page is serious about running Google with shareholders in mind. We continue to believe that Google enjoys a very strong tailwind as advertising continues to move online.

From Biill Nygren and David Herro (Trades, Portfolio)'s Q3 Oakmark Global Select Fund commentary.

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David Winters of Wintergreen Fund Comments on Google - Sep 03, 2015

Google (NASDAQ:GOOGL), which had for a time been an underperformer while seemingly the rest of the tech sector rallied, is transitioning into a new phase of fiscal responsibility with the hiring of Ruth Porat, former chief financial officer of Morgan Stanley (MS). She is the key variable that brings greater professionalization in the massive company’s financial conduct, which means a greater focus on returning cash to shareholders instead of chasing founder ideas that are outside Google’s core business. With the recent announcement of the establishment of Alphabet Inc. as a parent company, which effectively separates Google from all the other non-core businesses, it appears that a new era of financial stewardship has begun. The increased clarity that this reorganization provides is a boost to our view that Google scores well in our three-prong investment criteria.



From the Wintergreen Fund (Trades, Portfolio) semiannual report 2015.



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Sequoia Fund Comments on Google - Aug 28, 2015

Chase Sheridan:



Great question. When people ask me about risks to Google (NASDAQ:GOOGL), hubris is one of the primary risks that it faces because the core business is so good. Management is investing really, really heavily in being the aggressor in a lot of areas — the opposite of a milker. Some people milk their businesses. Google is putting the milk back in the cow. With its capital allocation strategy, I will start by looking backwards and saying I thought that Google overpaid for YouTube at the time. I thought that Google overpaid for DoubleClick at the time. Looking back, those were both great acquisitions. I would certainly advise Google to do them again.



Android was a very insightful acquisition. The acquisition and development of Android were spearheaded by Larry Page, who was very involved in the project. Android has become an enormous asset for the company. I will say that second guessing Larry Page has proven to be a humbling experience. Management is extremely farsighted when it comes to the direction that technology is moving. That said, I think the reason we did not put on a bigger position in Google at the time we bought it was that we perceived — I think a lot of investors perceived correctly — that shareholders are not first in line when it comes to the buffet of cash flow that Google produces. Larry Page has very large ambitions and the joke around here is Google generates more cash than its managers know what to do with, and the fear is that Larry Page is going to use it to colonize Mars. I think Google will start paying a dividend ten years after Larry Page’s death. I do not want to second-guess management, but I really cannot handicap very well what the company’s investments now are going to look like in ten years.



I will say this: A lot of the products that get a lot of press are really not material to Google’s overall results. If you look at Google Fiber, if you look at Google’s recent moves in the wireless industry, these are points of leverage that Google is finding to pressure the rest of the ecosystem to invest, to improve access to the Internet for all users, which ultimately benefits Google. It does not require very much money and Google is actually getting responses from folks like AT&T speeding up fiber access. So I do not think that these projects that we are reading about like driverless cars — they are interesting, but I do not think that the resources that they consume are significant in the context of Google’s overall earnings power. When I look over the next five years, I think that Google could create $100 billion of profits. So I am going to give management the benefit of the doubt for now. But it is a good question and I do not have a great answer for it.



....



Question:



Could you please share your point of view about margins at Google and stock options?



Chase Sheridan:



Net margins at Google have been declining rather rapidly as the company has expanded into non-search businesses. Search is such a high margin business that nothing is going to compare. But in addition to the display business and other businesses that Google is currently monetizing, management is planting a lot of seeds elsewhere. So the margins have come down over time. If you are looking solely at the growth of net income or EPS — let’s go to the EPS line — if you are looking solely at EPS growth, it does not look that compelling. That is because Google is being penalized for an enormous amount of growth investing.



However, Google trades at a very modest premium to the S&P. If you look at its enterprise value to net operating profit after taxes, which is a way that you would look at it to give the company credit for the $60 billion of cash on the balance sheet and some intangible amortization, it is about 19 times forward looking, 2015, ballpark. The S&P is in the 17 − 18 range for its forward P/E. Meanwhile Google grew at 18.9% last year and the S&P in aggregate grew about 4.2%. So if you are taking a long view, you do have to have some faith that some of Google’s investments that are not currently benefiting the EPS line are going to work out. It does not have to be a lot of them but Google is planting a lot of seeds in a lot of places.



With regard to stock options, Google has a policy of compensating its employees very well. I think the intention is to try to create a place for the very best talent in the world to congregate and to avoid becoming a big stale company. I would say Google is on its way. The goal seems to be to create in the twenty-first century what Bell Labs and Xerox PARC were in the twentieth. Stock options are a part of that. They are expensed so it is already included in the math. The grants are very generous, but Google does get outstanding talent.



...



Question:



Two questions, one on Google. Maybe some more commentary on how you think the transition to mobile is going. I know that is a tricky question, but some thoughts on that. Then on Perrigo, any comment on the current Mylan offer/bid, and whether or not that company ultimately will remain independent now that it is technically in play.



Chase Sheridan: I took a peek at Google’s market shares and how they have changed over the last twelve months. Google’s market share in mobile browsers, Chrome and Android combined, went from 37% to 48%. The company’s market share in mobile search went from 91% to 92% globally. And the market share of the mobile operating system, which is the Android OS in all of its forms, from 37% to 52%. It is worth pointing out that Google’s share in mobile search is actually quite a bit higher than its market share in desktop search. The transition to mobile is fraught with all kinds of potential pitfalls, but Google was very early in emphasizing mobile with Android.



The worry for a lot of Google followers is that people tend to spend a lot of their time in apps on mobile devices; so the worry is that as apps predominate in terms of taking users eyeballs away, mobile search use may decline. As it turns out, people still do a lot of searching on their mobile phones through the browser, which is how Google makes the bulk of its mobile money. But it also has a pretty robust display business, and the company is doing what it can to maximize its presence there. I am going to pull a number from memory, but I believe that Google has something like 37% of all mobile advertising. It has a tremendously strong position. In terms of just the advertising technology stack that Google owns, there is nobody who comes close. That is sort of an unholy mess, but it is consolidating and it is consolidating into a couple of large platforms. Google will own one of them. Facebook will own one of them, and then we will see what else shakes out. But Google has a tremendously strong position in mobile. The company has navigated that transition better than I would have expected. Google saw it coming before most of us did.



From Ruane, Cunniff & Goldfarb Investor Day 2015 Transcript Part II - Sequoia Fund.



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Baron Funds Comments on Google Inc. - Aug 19, 2015

We reinvested in Google, Inc. (NASDAQ:GOOGL), the world’s leading search provider; the owner of YouTube, the world’s leading Internet video service; and the provider of Android, the world’s most popular mobile operating system. We believe that Google will be more successful with its mobile transition (like Facebook before it) than the naysayers believe, that YouTube has significant monetization potential, and that Google possesses the assets and relationships to make it a major player in people-based digital advertising.





From Baron Funds’ second quarter 2015 commentary.





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Ratios

vs
industry
vs
history
PE Ratio 30.10
GOOGL's PE Ratio is ranked lower than
54% of the 302 Companies
in the Global Internet Content & Information industry.

( Industry Median: 28.70 vs. GOOGL: 30.10 )
Ranked among companies with meaningful PE Ratio only.
GOOGL' s PE Ratio Range Over the Past 10 Years
Min: 16.51  Med: 29.3 Max: 76.92
Current: 30.1
16.51
76.92
Forward PE Ratio 20.20
GOOGL's Forward PE Ratio is ranked higher than
75% of the 127 Companies
in the Global Internet Content & Information industry.

( Industry Median: 26.04 vs. GOOGL: 20.20 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 30.10
GOOGL's PE Ratio without NRI is ranked lower than
51% of the 257 Companies
in the Global Internet Content & Information industry.

( Industry Median: 29.44 vs. GOOGL: 30.10 )
Ranked among companies with meaningful PE Ratio without NRI only.
GOOGL' s PE Ratio without NRI Range Over the Past 10 Years
Min: 16.52  Med: 28.6 Max: 76.76
Current: 30.1
16.52
76.76
Price-to-Owner-Earnings 26.75
GOOGL's Price-to-Owner-Earnings is ranked lower than
53% of the 131 Companies
in the Global Internet Content & Information industry.

( Industry Median: 24.49 vs. GOOGL: 26.75 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
GOOGL' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 16.18  Med: 25.54 Max: 40.96
Current: 26.75
16.18
40.96
PB Ratio 4.17
GOOGL's PB Ratio is ranked lower than
63% of the 380 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.00 vs. GOOGL: 4.17 )
Ranked among companies with meaningful PB Ratio only.
GOOGL' s PB Ratio Range Over the Past 10 Years
Min: 2.85  Med: 4.1 Max: 12.68
Current: 4.17
2.85
12.68
PS Ratio 6.59
GOOGL's PS Ratio is ranked lower than
78% of the 392 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.58 vs. GOOGL: 6.59 )
Ranked among companies with meaningful PS Ratio only.
GOOGL' s PS Ratio Range Over the Past 10 Years
Min: 3.98  Med: 6.49 Max: 18.02
Current: 6.59
3.98
18.02
Price-to-Free-Cash-Flow 23.09
GOOGL's Price-to-Free-Cash-Flow is ranked higher than
58% of the 183 Companies
in the Global Internet Content & Information industry.

( Industry Median: 26.33 vs. GOOGL: 23.09 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
GOOGL' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 14.5  Med: 25.89 Max: 99.04
Current: 23.09
14.5
99.04
Price-to-Operating-Cash-Flow 16.54
GOOGL's Price-to-Operating-Cash-Flow is ranked higher than
61% of the 214 Companies
in the Global Internet Content & Information industry.

( Industry Median: 20.12 vs. GOOGL: 16.54 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
GOOGL' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 11.22  Med: 17.6 Max: 46.63
Current: 16.54
11.22
46.63
EV-to-EBIT 20.49
GOOGL's EV-to-EBIT is ranked lower than
53% of the 285 Companies
in the Global Internet Content & Information industry.

( Industry Median: 19.45 vs. GOOGL: 20.49 )
Ranked among companies with meaningful EV-to-EBIT only.
GOOGL' s EV-to-EBIT Range Over the Past 10 Years
Min: 10.6  Med: 18.6 Max: 50.3
Current: 20.49
10.6
50.3
EV-to-EBITDA 16.35
GOOGL's EV-to-EBITDA is ranked higher than
51% of the 329 Companies
in the Global Internet Content & Information industry.

( Industry Median: 16.35 vs. GOOGL: 16.35 )
Ranked among companies with meaningful EV-to-EBITDA only.
GOOGL' s EV-to-EBITDA Range Over the Past 10 Years
Min: 9.1  Med: 16.2 Max: 44.1
Current: 16.35
9.1
44.1
PEG Ratio 2.20
GOOGL's PEG Ratio is ranked lower than
63% of the 72 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.63 vs. GOOGL: 2.20 )
Ranked among companies with meaningful PEG Ratio only.
GOOGL' s PEG Ratio Range Over the Past 10 Years
Min: 0.21  Med: 1.01 Max: 3.4
Current: 2.2
0.21
3.4
Shiller PE Ratio 50.89
GOOGL's Shiller PE Ratio is ranked lower than
62% of the 26 Companies
in the Global Internet Content & Information industry.

( Industry Median: 48.16 vs. GOOGL: 50.89 )
Ranked among companies with meaningful Shiller PE Ratio only.
GOOGL' s Shiller PE Ratio Range Over the Past 10 Years
Min: 42.61  Med: 51.16 Max: 62.73
Current: 50.89
42.61
62.73
Current Ratio 6.29
GOOGL's Current Ratio is ranked higher than
89% of the 293 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.85 vs. GOOGL: 6.29 )
Ranked among companies with meaningful Current Ratio only.
GOOGL' s Current Ratio Range Over the Past 10 Years
Min: 2.38  Med: 5.92 Max: 12.08
Current: 6.29
2.38
12.08
Quick Ratio 6.27
GOOGL's Quick Ratio is ranked higher than
89% of the 293 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.77 vs. GOOGL: 6.27 )
Ranked among companies with meaningful Quick Ratio only.
GOOGL' s Quick Ratio Range Over the Past 10 Years
Min: 2.38  Med: 5.92 Max: 12.08
Current: 6.27
2.38
12.08
Days Inventory 2.74
GOOGL's Days Inventory is ranked higher than
72% of the 130 Companies
in the Global Internet Content & Information industry.

( Industry Median: 9.88 vs. GOOGL: 2.74 )
Ranked among companies with meaningful Days Inventory only.
GOOGL' s Days Inventory Range Over the Past 10 Years
Min: 0.48  Med: 3.94 Max: 5.74
Current: 2.74
0.48
5.74
Days Sales Outstanding 57.16
GOOGL's Days Sales Outstanding is ranked lower than
60% of the 242 Companies
in the Global Internet Content & Information industry.

( Industry Median: 44.80 vs. GOOGL: 57.16 )
Ranked among companies with meaningful Days Sales Outstanding only.
GOOGL' s Days Sales Outstanding Range Over the Past 10 Years
Min: 44.25  Med: 52.6 Max: 62.51
Current: 57.16
44.25
62.51
Days Payable 21.20
GOOGL's Days Payable is ranked lower than
86% of the 214 Companies
in the Global Internet Content & Information industry.

( Industry Median: 52.91 vs. GOOGL: 21.20 )
Ranked among companies with meaningful Days Payable only.
GOOGL' s Days Payable Range Over the Past 10 Years
Min: 7.54  Med: 19.06 Max: 42.76
Current: 21.2
7.54
42.76

Buy Back

vs
industry
vs
history
3-Year Average Share Buyback Ratio -1.00
GOOGL's 3-Year Average Share Buyback Ratio is ranked higher than
54% of the 214 Companies
in the Global Internet Content & Information industry.

( Industry Median: -1.20 vs. GOOGL: -1.00 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
GOOGL' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -56.4  Med: -1.55 Max: -0.9
Current: -1
-56.4
-0.9

Valuation & Return

vs
industry
vs
history
Price-to-Net-Cash 10.02
GOOGL's Price-to-Net-Cash is ranked lower than
55% of the 149 Companies
in the Global Internet Content & Information industry.

( Industry Median: 8.34 vs. GOOGL: 10.02 )
Ranked among companies with meaningful Price-to-Net-Cash only.
GOOGL' s Price-to-Net-Cash Range Over the Past 10 Years
Min: 6.95  Med: 9.85 Max: 30.15
Current: 10.02
6.95
30.15
Price-to-Net-Current-Asset-Value 7.53
GOOGL's Price-to-Net-Current-Asset-Value is ranked lower than
60% of the 260 Companies
in the Global Internet Content & Information industry.

( Industry Median: 5.87 vs. GOOGL: 7.53 )
Ranked among companies with meaningful Price-to-Net-Current-Asset-Value only.
GOOGL' s Price-to-Net-Current-Asset-Value Range Over the Past 10 Years
Min: 5.48  Med: 7.64 Max: 22.81
Current: 7.53
5.48
22.81
Price-to-Tangible-Book 4.86
GOOGL's Price-to-Tangible-Book is ranked lower than
52% of the 333 Companies
in the Global Internet Content & Information industry.

( Industry Median: 4.43 vs. GOOGL: 4.86 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
GOOGL' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 4.26  Med: 5.31 Max: 19.27
Current: 4.86
4.26
19.27
Price-to-Intrinsic-Value-Projected-FCF 1.75
GOOGL's Price-to-Intrinsic-Value-Projected-FCF is ranked lower than
51% of the 194 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.71 vs. GOOGL: 1.75 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
GOOGL' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 1.32  Med: 1.79 Max: 2.47
Current: 1.75
1.32
2.47
Price-to-Intrinsic-Value-DCF (Earnings Based) 1.19
GOOGL's Price-to-Intrinsic-Value-DCF (Earnings Based) is ranked higher than
59% of the 22 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.30 vs. GOOGL: 1.19 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-DCF (Earnings Based) only.
N/A
Price-to-Median-PS-Value 1.02
GOOGL's Price-to-Median-PS-Value is ranked lower than
54% of the 352 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.98 vs. GOOGL: 1.02 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
GOOGL' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.69  Med: 1.05 Max: 3.01
Current: 1.02
0.69
3.01
Price-to-Peter-Lynch-Fair-Value 2.84
GOOGL's Price-to-Peter-Lynch-Fair-Value is ranked lower than
63% of the 76 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.69 vs. GOOGL: 2.84 )
Ranked among companies with meaningful Price-to-Peter-Lynch-Fair-Value only.
GOOGL' s Price-to-Peter-Lynch-Fair-Value Range Over the Past 10 Years
Min: 0.87  Med: 1.21 Max: 3.34
Current: 2.84
0.87
3.34
Price-to-Graham-Number 2.55
GOOGL's Price-to-Graham-Number is ranked lower than
52% of the 195 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.28 vs. GOOGL: 2.55 )
Ranked among companies with meaningful Price-to-Graham-Number only.
GOOGL' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 1.98  Med: 2.63 Max: 10.64
Current: 2.55
1.98
10.64
Earnings Yield (Greenblatt) % 4.88
GOOGL's Earnings Yield (Greenblatt) % is ranked higher than
67% of the 448 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.67 vs. GOOGL: 4.88 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
GOOGL' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 2  Med: 5.4 Max: 9.5
Current: 4.88
2
9.5
Forward Rate of Return (Yacktman) % 13.29
GOOGL's Forward Rate of Return (Yacktman) % is ranked higher than
50% of the 114 Companies
in the Global Internet Content & Information industry.

( Industry Median: 13.30 vs. GOOGL: 13.29 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) % only.
GOOGL' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 12.1  Med: 24.9 Max: 90.4
Current: 13.29
12.1
90.4

More Statistics

Revenue (TTM) (Mil) $90,272
EPS (TTM) $ 27.86
Beta0.91
Short Percentage of Float1.06%
52-Week Range $672.66 - 874.42
Shares Outstanding (Mil)691.42

Analyst Estimate

Dec17 Dec18 Dec19
Revenue (Mil $) 95,124 111,011 135,226
EPS ($) 41.15 48.76 54.11
EPS without NRI ($) 41.15 48.76 54.11
EPS Growth Rate
(Future 3Y To 5Y Estimate)
16.43%
Dividends per Share ($)
» More Articles for NAS:GOOGL

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