Switch to:
Also traded in: Argentina, Austria, Brazil, Chile, Germany, Italy, 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 : 9/10

vs
industry
vs
history
Cash-to-Debt 25.69
GOOG's Cash-to-Debt is ranked higher than
54% of the 383 Companies
in the Global Internet Content & Information industry.

( Industry Median: 7.46 vs. GOOG: 25.69 )
Ranked among companies with meaningful Cash-to-Debt only.
GOOG' s Cash-to-Debt Range Over the Past 10 Years
Min: 6.95  Med: 24.61 Max: 763014.7
Current: 25.69
6.95
763014.7
Equity-to-Asset 0.77
GOOG's Equity-to-Asset is ranked higher than
79% of the 377 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.59 vs. GOOG: 0.77 )
Ranked among companies with meaningful Equity-to-Asset only.
GOOG' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.75  Med: 0.83 Max: 0.93
Current: 0.77
0.75
0.93
Debt-to-Equity 0.03
GOOG's Debt-to-Equity is ranked higher than
93% of the 199 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.27 vs. GOOG: 0.03 )
Ranked among companies with meaningful Debt-to-Equity only.
GOOG' s Debt-to-Equity Range Over the Past 10 Years
Min: 0  Med: 0.05 Max: 0.1
Current: 0.03
0
0.1
Debt-to-EBITDA 0.10
GOOG's Debt-to-EBITDA is ranked higher than
87% of the 169 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.44 vs. GOOG: 0.10 )
Ranked among companies with meaningful Debt-to-EBITDA only.
GOOG' s Debt-to-EBITDA Range Over the Past 10 Years
Min: 0.1  Med: 0.25 Max: 0.32
Current: 0.1
0.1
0.32
Interest Coverage 252.71
GOOG's Interest Coverage is ranked higher than
50% of the 277 Companies
in the Global Internet Content & Information industry.

( Industry Median: 241.39 vs. GOOG: 252.71 )
Ranked among companies with meaningful Interest Coverage only.
GOOG' s Interest Coverage Range Over the Past 10 Years
Min: 162.75  Med: 201.17 Max: No Debt
Current: 252.71
162.75
No Debt
Piotroski F-Score: 6
Altman Z-Score: 12.24
Beneish M-Score: -2.84
WACC vs ROIC
11.37%
26.80%
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 : 8/10

vs
industry
vs
history
Operating Margin % 24.48
GOOG's Operating Margin % is ranked higher than
85% of the 379 Companies
in the Global Internet Content & Information industry.

( Industry Median: 4.51 vs. GOOG: 24.48 )
Ranked among companies with meaningful Operating Margin % only.
GOOG' s Operating Margin % Range Over the Past 10 Years
Min: 24.48  Med: 28.9 Max: 35.4
Current: 24.48
24.48
35.4
Net Margin % 13.16
GOOG's Net Margin % is ranked higher than
73% of the 380 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.50 vs. GOOG: 13.16 )
Ranked among companies with meaningful Net Margin % only.
GOOG' s Net Margin % Range Over the Past 10 Years
Min: 11.42  Med: 22.37 Max: 29.01
Current: 13.16
11.42
29.01
ROE % 10.44
GOOG's ROE % is ranked higher than
56% of the 349 Companies
in the Global Internet Content & Information industry.

( Industry Median: 6.33 vs. GOOG: 10.44 )
Ranked among companies with meaningful ROE % only.
GOOG' s ROE % Range Over the Past 10 Years
Min: 8.69  Med: 16.28 Max: 20.68
Current: 10.44
8.69
20.68
ROA % 8.29
GOOG's ROA % is ranked higher than
66% of the 383 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.54 vs. GOOG: 8.29 )
Ranked among companies with meaningful ROA % only.
GOOG' s ROA % Range Over the Past 10 Years
Min: 6.94  Med: 12.68 Max: 18.04
Current: 8.29
6.94
18.04
ROC (Joel Greenblatt) % 69.95
GOOG's ROC (Joel Greenblatt) % is ranked higher than
59% of the 378 Companies
in the Global Internet Content & Information industry.

( Industry Median: 34.22 vs. GOOG: 69.95 )
Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
GOOG' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 69.26  Med: 109.23 Max: 148.82
Current: 69.95
69.26
148.82
3-Year Revenue Growth Rate 17.90
GOOG's 3-Year Revenue Growth Rate is ranked higher than
64% of the 300 Companies
in the Global Internet Content & Information industry.

( Industry Median: 10.30 vs. GOOG: 17.90 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
GOOG' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: 16  Med: 23.2 Max: 193.3
Current: 17.9
16
193.3
3-Year EBITDA Growth Rate 14.40
GOOG's 3-Year EBITDA Growth Rate is ranked higher than
54% of the 261 Companies
in the Global Internet Content & Information industry.

( Industry Median: 11.50 vs. GOOG: 14.40 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
GOOG' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: 0  Med: 19.3 Max: 115.1
Current: 14.4
0
115.1
3-Year EPS without NRI Growth Rate -3.20
GOOG's 3-Year EPS without NRI Growth Rate is ranked lower than
69% of the 228 Companies
in the Global Internet Content & Information industry.

( Industry Median: 14.90 vs. GOOG: -3.20 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
GOOG' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: 0  Med: 25.6 Max: 231.9
Current: -3.2
0
231.9
GuruFocus has detected 2 Warning Signs with Alphabet Inc GOOG.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» GOOG's 30-Y Financials

Financials (Next Earnings Date: 2018-10-26)


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

» Details

Guru Trades

Q3 2017

GOOG Guru Trades in Q3 2017

Jeff Auxier 215 sh (New)
Ruane Cunniff 828,631 sh (+87.33%)
Zeke Ashton 4,150 sh (+48.21%)
Mairs and Power 173,758 sh (+43.56%)
Lee Ainslie 438,263 sh (+33.84%)
Julian Robertson 34,973 sh (+16.84%)
Tom Gayner 97,031 sh (+11.49%)
Tom Russo 2,665 sh (+7.89%)
Caxton Associates 15,000 sh (+7.14%)
Pioneer Investments 794,443 sh (+4.94%)
First Eagle Investment 242,541 sh (+3.43%)
Ron Baron 26,172 sh (+0.36%)
Steven Romick 220,881 sh (unchged)
Tweedy Browne Global Value 76,208 sh (unchged)
David Carlson 83,000 sh (unchged)
Robert Olstein 21,000 sh (unchged)
Richard Snow 3,600 sh (unchged)
Mohnish Pabrai 66,228 sh (unchged)
Mario Cibelli 2,300 sh (unchged)
Bill Nygren 651,000 sh (unchged)
Chase Coleman Sold Out
Paul Tudor Jones Sold Out
John Paulson Sold Out
Wallace Weitz 95,904 sh (-0.16%)
Tweedy Browne 126,185 sh (-0.31%)
Dodge & Cox 3,239,665 sh (-0.61%)
PRIMECAP Management 2,315,553 sh (-0.94%)
John Buckingham 387 sh (-1.02%)
First Pacific Advisors 289,981 sh (-1.26%)
Murray Stahl 8,500 sh (-1.40%)
Charles de Vaulx 45,026 sh (-1.40%)
Ken Fisher 244,086 sh (-2.06%)
David Tepper 568,000 sh (-2.91%)
Chris Davis 1,148,225 sh (-3.57%)
Diamond Hill Capital 477 sh (-4.79%)
Manning & Napier Advisors, Inc 144,755 sh (-5.53%)
Mason Hawkins 722,664 sh (-5.82%)
Mario Gabelli 7,260 sh (-5.84%)
John Burbank 24,277 sh (-7.63%)
David Winters 10,832 sh (-11.36%)
Wintergreen Fund 10,832 sh (-11.36%)
Jeremy Grantham 452,740 sh (-11.93%)
David Rolfe 18,754 sh (-17.72%)
Charles Brandes 8,634 sh (-28.02%)
Frank Sands 440,204 sh (-42.45%)
Steven Cohen 20,339 sh (-85.36%)
Spiros Segalas 680,098 sh (-10.74%)
» More
Q4 2017

GOOG Guru Trades in Q4 2017

Jim Simons 188,685 sh (New)
Chase Coleman 73,320 sh (New)
Steve Mandel 597,503 sh (New)
Pioneer Investments 997,418 sh (+25.55%)
First Pacific Advisors 312,355 sh (+7.72%)
Chris Davis 1,164,907 sh (+1.45%)
Ron Baron 26,279 sh (+0.41%)
Mairs and Power 173,867 sh (+0.06%)
Steven Romick 220,881 sh (unchged)
Tweedy Browne Global Value 76,208 sh (unchged)
David Carlson 83,000 sh (unchged)
Robert Olstein 21,000 sh (unchged)
Tom Gayner 97,031 sh (unchged)
Mario Cibelli 2,300 sh (unchged)
Zeke Ashton 4,150 sh (unchged)
Chase Coleman 50,000 sh (unchged)
Steven Cohen 30,000 sh (unchged)
Jeff Auxier 215 sh (unchged)
Bill Nygren 651,000 sh (unchged)
Charles de Vaulx 45,026 sh (unchged)
Spiros Segalas 680,098 sh (unchged)
John Burbank Sold Out
Caxton Associates Sold Out
David Winters Sold Out
Wintergreen Fund Sold Out
PRIMECAP Management 2,306,435 sh (-0.39%)
Mario Gabelli 7,215 sh (-0.62%)
Ruane Cunniff 822,793 sh (-0.70%)
Diamond Hill Capital 473 sh (-0.84%)
Dodge & Cox 3,211,798 sh (-0.86%)
Wallace Weitz 94,781 sh (-1.17%)
Tweedy Browne 124,667 sh (-1.20%)
Murray Stahl 8,348 sh (-1.79%)
First Eagle Investment 237,267 sh (-2.17%)
Jeremy Grantham 441,198 sh (-2.55%)
John Buckingham 375 sh (-3.10%)
Ken Fisher 236,375 sh (-3.16%)
Tom Russo 2,475 sh (-7.13%)
Frank Sands 407,525 sh (-7.42%)
Charles Brandes 7,900 sh (-8.50%)
Lee Ainslie 343,960 sh (-21.52%)
Julian Robertson 27,373 sh (-21.73%)
David Rolfe 14,470 sh (-22.84%)
Mason Hawkins 551,465 sh (-23.69%)
Steven Cohen 14,700 sh (-27.73%)
Mohnish Pabrai 45,828 sh (-30.80%)
David Tepper 355,729 sh (-37.37%)
Richard Snow 2,200 sh (-38.89%)
» More
Q1 2018

GOOG Guru Trades in Q1 2018

Steven Cohen 38,146 sh (+159.50%)
Diamond Hill Capital 733 sh (+54.97%)
Lee Ainslie 458,636 sh (+33.34%)
Mairs and Power 206,786 sh (+18.93%)
David Tepper 405,847 sh (+14.09%)
Ron Baron 29,572 sh (+12.53%)
Steven Romick 242,756 sh (+9.90%)
Steve Mandel 650,003 sh (+8.79%)
First Pacific Advisors 339,765 sh (+8.78%)
Ruane Cunniff 888,505 sh (+7.99%)
Zeke Ashton 4,450 sh (+7.23%)
Tom Gayner 103,674 sh (+6.85%)
Charles Brandes 8,325 sh (+5.38%)
Julian Robertson 28,273 sh (+3.29%)
John Buckingham 379 sh (+1.07%)
Wallace Weitz 94,903 sh (+0.13%)
Tweedy Browne Global Value 76,208 sh (unchged)
David Carlson 83,000 sh (unchged)
Jeff Auxier 215 sh (unchged)
Mario Cibelli 2,300 sh (unchged)
Mohnish Pabrai Sold Out
Chase Coleman Sold Out
Tweedy Browne 124,370 sh (-0.24%)
First Eagle Investment 234,140 sh (-1.32%)
Mario Gabelli 7,118 sh (-1.34%)
Dodge & Cox 3,159,044 sh (-1.64%)
Chris Davis 1,144,081 sh (-1.79%)
PRIMECAP Management 2,247,607 sh (-2.55%)
Ken Fisher 229,393 sh (-2.95%)
Jeremy Grantham 421,516 sh (-4.46%)
Frank Sands 372,032 sh (-8.71%)
Mason Hawkins 498,072 sh (-9.68%)
Murray Stahl 7,495 sh (-10.22%)
Charles de Vaulx 40,139 sh (-10.85%)
Tom Russo 2,184 sh (-11.76%)
Robert Olstein 18,200 sh (-13.33%)
Bill Nygren 558,000 sh (-14.29%)
Pioneer Investments 792,669 sh (-20.53%)
Richard Snow 1,200 sh (-45.45%)
David Rolfe 5,669 sh (-60.82%)
Jim Simons 30,885 sh (-83.63%)
Spiros Segalas 639,030 sh (-6.04%)
» More
Q2 2018

GOOG Guru Trades in Q2 2018

Paul Tudor Jones 375 sh (New)
Caxton Associates 16,500 sh (New)
Tom Russo 56,724 sh (+2497.25%)
John Buckingham 6,045 sh (+1494.99%)
Mairs and Power 237,662 sh (+14.93%)
Ron Baron 33,704 sh (+13.97%)
Pioneer Investments 875,026 sh (+10.39%)
Tom Gayner 109,524 sh (+5.64%)
Steven Cohen 40,152 sh (+5.26%)
Jeff Auxier 225 sh (+4.65%)
First Pacific Advisors 346,894 sh (+2.10%)
Diamond Hill Capital 748 sh (+2.05%)
Steve Mandel 657,803 sh (+1.20%)
Wallace Weitz 95,233 sh (+0.35%)
Dodge & Cox 3,167,044 sh (+0.25%)
Steven Romick 242,756 sh (unchged)
David Carlson 83,000 sh (unchged)
Richard Snow 1,200 sh (unchged)
Mario Cibelli 2,300 sh (unchged)
Bill Nygren 558,000 sh (unchged)
Charles de Vaulx 40,139 sh (unchged)
Jim Simons Sold Out
First Eagle Investment 233,919 sh (-0.09%)
PRIMECAP Management 2,244,214 sh (-0.15%)
Murray Stahl 7,459 sh (-0.48%)
Tweedy Browne Global Value 75,695 sh (-0.67%)
Ken Fisher 226,888 sh (-1.09%)
Tweedy Browne 122,390 sh (-1.59%)
Chris Davis 1,123,767 sh (-1.78%)
Charles Brandes 8,152 sh (-2.08%)
Frank Sands 362,078 sh (-2.68%)
Ruane Cunniff 854,844 sh (-3.79%)
David Rolfe 5,427 sh (-4.27%)
Mason Hawkins 473,894 sh (-4.85%)
Lee Ainslie 408,381 sh (-10.96%)
Mario Gabelli 6,267 sh (-11.96%)
Jeremy Grantham 368,892 sh (-12.48%)
David Tepper 331,000 sh (-18.44%)
Julian Robertson 22,801 sh (-19.35%)
Zeke Ashton 2,800 sh (-37.08%)
Robert Olstein 9,200 sh (-49.45%)
Spiros Segalas 587,636 sh (-8.04%)
» More
» Details

Insider Trades

Latest Guru Trades with GOOG

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Dodge & Cox 2018-06-30 Add 0.25%0.01%$1006.47 - $1173.46 $ 1166.098%3,167,044
Chris Davis 2018-06-30 Reduce -1.78%0.09%$1006.47 - $1173.46 $ 1166.098%1,123,767
Ruane Cunniff 2018-06-30 Reduce -3.79%0.31%$1006.47 - $1173.46 $ 1166.098%854,844
Steve Mandel 2018-06-30 Add 1.20%0.05%$1006.47 - $1173.46 $ 1166.098%657,803
Mason Hawkins 2018-06-30 Reduce -4.85%0.31%$1006.47 - $1173.46 $ 1166.098%473,894
David Tepper 2018-06-30 Reduce -18.44%0.8%$1006.47 - $1173.46 $ 1166.098%331,000
First Eagle Investment 2018-06-30 Reduce -0.09%$1006.47 - $1173.46 $ 1166.098%233,919
Ken Fisher 2018-06-30 Reduce -1.09%$1006.47 - $1173.46 $ 1166.098%226,888
Tweedy Browne 2018-06-30 Reduce -1.59%0.06%$1006.47 - $1173.46 $ 1166.098%122,390
Tom Gayner 2018-06-30 Add 5.64%0.12%$1006.47 - $1173.46 $ 1166.098%109,524
Wallace Weitz 2018-06-30 Add 0.35%0.02%$1006.47 - $1173.46 $ 1166.098%95,233
Ron Baron 2018-06-30 Add 13.97%0.02%$1006.47 - $1173.46 $ 1166.098%33,704
Julian Robertson 2018-06-30 Reduce -19.35%0.72%$1006.47 - $1173.46 $ 1166.098%22,801
Robert Olstein 2018-06-30 Reduce -49.45%1.18%$1006.47 - $1173.46 $ 1166.098%9,200
Charles Brandes 2018-06-30 Reduce -2.08%$1006.47 - $1173.46 $ 1166.098%8,152
Mario Gabelli 2018-06-30 Reduce -11.96%0.01%$1006.47 - $1173.46 $ 1166.098%6,267
Dodge & Cox 2018-03-31 Reduce -1.64%0.04%$1001.52 - $1175.84 $ 1166.096%3,159,044
Chris Davis 2018-03-31 Reduce -1.79%0.09%$1001.52 - $1175.84 $ 1166.096%1,144,081
Ruane Cunniff 2018-03-31 Add 7.99%0.6%$1001.52 - $1175.84 $ 1166.096%888,505
Steve Mandel 2018-03-31 Add 8.79%0.27%$1001.52 - $1175.84 $ 1166.096%650,003
Bill Nygren 2018-03-31 Reduce -14.29%0.52%$1001.52 - $1175.84 $ 1166.096%558,000
Mason Hawkins 2018-03-31 Reduce -9.68%0.69%$1001.52 - $1175.84 $ 1166.096%498,072
David Tepper 2018-03-31 Add 14.09%0.54%$1001.52 - $1175.84 $ 1166.096%405,847
First Eagle Investment 2018-03-31 Reduce -1.32%0.01%$1001.52 - $1175.84 $ 1166.096%234,140
Ken Fisher 2018-03-31 Reduce -2.95%0.01%$1001.52 - $1175.84 $ 1166.096%229,393
Tweedy Browne 2018-03-31 Reduce -0.24%0.01%$1001.52 - $1175.84 $ 1166.096%124,370
Tom Gayner 2018-03-31 Add 6.85%0.13%$1001.52 - $1175.84 $ 1166.096%103,674
Wallace Weitz 2018-03-31 Add 0.13%0.01%$1001.52 - $1175.84 $ 1166.096%94,903
Ron Baron 2018-03-31 Add 12.53%0.02%$1001.52 - $1175.84 $ 1166.096%29,572
Julian Robertson 2018-03-31 Add 3.29%0.12%$1001.52 - $1175.84 $ 1166.096%28,273
Robert Olstein 2018-03-31 Reduce -13.33%0.37%$1001.52 - $1175.84 $ 1166.096%18,200
Charles Brandes 2018-03-31 Add 5.38%0.01%$1001.52 - $1175.84 $ 1166.096%8,325
Mario Gabelli 2018-03-31 Reduce -1.34%$1001.52 - $1175.84 $ 1166.096%7,118
Mohnish Pabrai 2018-03-31 Sold Out 12.43%$1001.52 - $1175.84 $ 1166.096%0
Dodge & Cox 2017-12-31 Reduce -0.86%0.02%$951.68 - $1077.14 $ 1166.0915%3,211,798
Chris Davis 2017-12-31 Add 1.45%0.07%$951.68 - $1077.14 $ 1166.0915%1,164,907
Ruane Cunniff 2017-12-31 Reduce -0.70%0.05%$951.68 - $1077.14 $ 1166.0915%822,793
Steve Mandel 2017-12-31 New Buy3.26%$951.68 - $1077.14 $ 1166.0915%597,503
Mason Hawkins 2017-12-31 Reduce -23.69%1.97%$951.68 - $1077.14 $ 1166.0915%551,465
David Tepper 2017-12-31 Reduce -37.37%2.86%$951.68 - $1077.14 $ 1166.0915%355,729
First Eagle Investment 2017-12-31 Reduce -2.17%0.01%$951.68 - $1077.14 $ 1166.0915%237,267
Ken Fisher 2017-12-31 Reduce -3.16%0.01%$951.68 - $1077.14 $ 1166.0915%236,375
Tweedy Browne 2017-12-31 Reduce -1.20%0.04%$951.68 - $1077.14 $ 1166.0915%124,667
Wallace Weitz 2017-12-31 Reduce -1.17%0.05%$951.68 - $1077.14 $ 1166.0915%94,781
Mohnish Pabrai 2017-12-31 Reduce -30.80%4.74%$951.68 - $1077.14 $ 1166.0915%45,828
Julian Robertson 2017-12-31 Reduce -21.73%1.32%$951.68 - $1077.14 $ 1166.0915%27,373
Ron Baron 2017-12-31 Add 0.41%$951.68 - $1077.14 $ 1166.0915%26,279
Charles Brandes 2017-12-31 Reduce -8.50%0.01%$951.68 - $1077.14 $ 1166.0915%7,900
Mario Gabelli 2017-12-31 Reduce -0.62%$951.68 - $1077.14 $ 1166.0915%7,215
David Winters 2017-12-31 Sold Out 4.74%$951.68 - $1077.14 $ 1166.0915%0
Dodge & Cox 2017-09-30 Reduce -0.61%0.02%$898.7 - $980.34 $ 1166.0925%3,239,665
Chris Davis 2017-09-30 Reduce -3.57%0.17%$898.7 - $980.34 $ 1166.0925%1,148,225
Ruane Cunniff 2017-09-30 Add 87.33%3.24%$898.7 - $980.34 $ 1166.0925%828,631
Mason Hawkins 2017-09-30 Reduce -5.82%0.45%$898.7 - $980.34 $ 1166.0925%722,664
David Tepper 2017-09-30 Reduce -2.91%0.23%$898.7 - $980.34 $ 1166.0925%568,000
Ken Fisher 2017-09-30 Reduce -2.06%0.01%$898.7 - $980.34 $ 1166.0925%244,086
First Eagle Investment 2017-09-30 Add 3.43%0.02%$898.7 - $980.34 $ 1166.0925%242,541
Tweedy Browne 2017-09-30 Reduce -0.31%0.01%$898.7 - $980.34 $ 1166.0925%126,185
Tom Gayner 2017-09-30 Add 11.49%0.19%$898.7 - $980.34 $ 1166.0925%97,031
Wallace Weitz 2017-09-30 Reduce -0.16%0.01%$898.7 - $980.34 $ 1166.0925%95,904
Julian Robertson 2017-09-30 Add 16.84%0.87%$898.7 - $980.34 $ 1166.0925%34,973
Ron Baron 2017-09-30 Add 0.36%$898.7 - $980.34 $ 1166.0925%26,172
David Winters 2017-09-30 Reduce -11.36%0.45%$898.7 - $980.34 $ 1166.0925%10,832
Charles Brandes 2017-09-30 Reduce -28.02%0.05%$898.7 - $980.34 $ 1166.0925%8,634
Mario Gabelli 2017-09-30 Reduce -5.84%$898.7 - $980.34 $ 1166.0925%7,260
John Paulson 2017-09-30 Sold Out 0.05%$898.7 - $980.34 $ 1166.0925%0
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Business Description

Industry: Online Media » Internet Content & Information    NAICS: 519130    SIC: 7375
Compare:NAS:FB, HKSE:00700, JSE:NPN, NAS:BIDU, NAS:JD, NAS:NTES, NAS:WB, TSE:4689, NYSE:TWTR, XKRX:035420, NYSE:SNAP, NAS:IAC, NAS:MTCH, NYSE:WUBA, TSE:2413, SZSE:300059, NAS:VRSN, NYSE:ATHM, NYSE:GDDY, NAS:YNDX » details
Traded in other countries:GOOG.Argentina, GOOC.Austria, GOOG34.Brazil, GOOG.Chile, ABEA.Germany, GOOGL.Italy, GOOGL.Mexico, GOOGL.Peru, GOOGL.Switzerland, 0RIH.UK,
Headquarter Location:USA
Alphabet Inc is a provider of internet content products and portals. Its suite of brands includes Search, Android, YouTube, Apps, Maps & Ads.

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 (Waymo), and more.

Guru Investment Theses on Alphabet Inc

Ruane Cunniff Comments on Alphabet - Mar 06, 2018

Alphabet (NASDAQ:GOOG) continued to grow at a blistering pace in 2017, remarkable for a company of Alphabet’s size. Revenue rose 23% over the prior year, while operating income before exceptional items rose by 22%.This growth was largely driven by a continuing shift to mobile search, a phenomenon which has proven to be highly accretive to Alphabet’s financial results over the past several years. YouTube viewership growth was another highlight of 2017, outpacing the company’s overall growth rate.

Over the past five years, Alphabet has grown its core earnings more than four times faster than the average S&P 500 company, and the tailwinds driving that growth remain in place today. In light of the company’s rapid growth, dominant position, and exceptional management, we believe Alphabet merits a large valuation premium to the S&P 500 Index. Yet after accounting for excess cash and startup losses, we find that Alphabet garnered a very modest premium to the index for most of the year. At the end of the third quarter, we added to our already substantial position in Alphabet at a price of $921 per share, making it the second largest holding in Sequoia’s portfolio behind Berkshire Hathaway. We believe our purchase price amounted to less than 20x expected core earnings in 2018, a clear bargain for one of the world’s best businesses.

With great success comes great scrutiny. The European Competition Commission levied a €2.42 billion fine against Alphabet in the third quarter of 2017 for allegedly promoting its own price comparison service over those of competitors. The company is appealing the fine and the amount is manageable for a company of Alphabet’s size – it amounts to about nine days of revenue. However, we perceive a rising tide of antitrust sentiment among both regulators and the public globally. We expect the regulatory environment to grow more difficult for Alphabet and its mega-cap technology peers as time passes. We consider this a natural consequence of the company’s dominant worldwide position. We do not believe it constitutes a serious threat to the health of the business, which continues to provide immeasurable value to consumers, gratis.

From Ruane Cunniff (Trades, Portfolio)'s Sequoia Fund 4th Quarter 2017 Manager's Commentary.

Check out Ruane Cunniff latest stock trades

GAMCO Growth Fund Comments on Alphabet - Nov 14, 2017

Alphabet (NASDAQ:GOOG) (5.7%) (GOOG/GOOGL – $959.11/$973.72 – NASDAQ) is the parent company of Google, the world’s leading Internet search engine. Google’s stated mission is to organize the world’s information and make it universally accessible and useful. The company generates revenue by providing advertisers with the opportunity to deliver targeted and measurable advertising. Alphabet’s healthy core search revenue allows the company to pursue new market opportunities such as streaming video (YouTube Red), life sciences (Verily), autonomous driving (Waymo) and a variety of other “moonshot” projects



From GAMCO Growth Fund third quarter 2017 commentary.



Check out Mario Gabelli latest stock trades

Mairs & Power Comments on Alphabet - Mar 16, 2017

Given the relatively small number of technology companies in our region, it is one sector for which we look at a broader geographic area to find exposure in the sector. One new name we added in the technology sector in 2016 is Alphabet (NASDAQ:GOOG), the holding company parent of Google, the leader in on-line search. While the company is headquartered outside of the Upper Midwest where many of our investments are located, it is an example of a stock that fits our investment approach in most other ways. The company enjoys above-average growth, maintains a durable competitive advantage globally and is attractively valued.



From Mairs & Power's Growth Fund fourth quarter 2016 commentary.



Check out Mairs & Power latest stock trades

Mairs & Power Comments on Alphabet - Oct 31, 2016

One such stock is Alphabet (NASDAQ:GOOG) the holding company parent of Google, the leader in on-line search engines. While the company is headquartered outside of the Upper Midwest where many of our investments are located, it is an example of a stock that fits our investment approach in most other ways. The company enjoys above average growth, maintains a durable competitive advantage globally and is attractively valued.





From Mairs & Power Growth Fund third quarter 2016 commentary.





This commentary includes forward-looking statements such as economic predictions and portfolio manager opinions. The statements are subject to change at any time based on market and other conditions. No pre-dictions, forecasts, outlooks, expectations or beliefs are guaranteed.



Check out Mairs and Power latest stock trades

Top Ranked Articles about Alphabet Inc

Largest Insider Trades of the Week Insiders buy Molina Healthcare, sell Alphabet
The GuruFocus All-in-One Screener can be used to find insider trades from the past week. Under the Insiders tab, change the settings for All Insider Buying to “$200,000+,” the duration to “September 2018” and All Insider Sales to “$5,000,000+.” Read more...
Google Selects eQuest to Provide Job Posting Distribution for its New Applicant Tracking System – Hire by G-Suite
Big Tech’s 3 Identical Strangers Google, Facebook and Amazon grew up as strangers and have developed monopolies in search, social media and e-commerce
The U.S. government must determine how to deal with the negative consequences of some of the last decade’s most successful internet-based businesses. Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), Facebook (NASDAQ:FB) and Amazon (NASDAQ:AMZN) grew up as strangers and have developed monopolies in search, social media and e-commerce. The stock market has been very excited about the control over people they have attained and the “big data” they use in advertising and e-commerce. In many ways, these tech behemoths are “three identical strangers.” Read more...
Picking Stocks Is Simple: Part One A quick look at how I start my process of evaluating a company
It really is simple. We just complicate it with too much data that leads to rabbit holes of wasted time. Less is more. Especially when you start. Read more...
Berkshire Hathaway Takes Stake in India's Paytm The leading mobile payments company is benefiting from rapid demonetization in India
Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) has taken a stake in Paytm, India’s largest digital payments company, it confirmed Monday. Read more...
Baidu: Buy the Pullback Search, video and artificial intelligence all look strong, equating to massive future growth opportunities
Baidu Inc. (NASDAQ:BIDU) is the world’s eighth largest internet company based on revenue of $13.5 billion during the last 12 months. The stock is down 10% on the year, after a few 20% swings in both directions. Yet, with the company set to book major increases in revenue and earnings during 2018 and 2019, it’s time to buy. Read more...
Jeremy Grantham's Little-Publicized Top Holdings Technology and health care stocks make up more than 13% of his top holdings in a $16 billion portfolio
Jeremy Grantham (Trades, Portfolio), the legendary investor and owner of the Boston-based firm Grantham Mayo Van Otterloo, committed one-third of his portfolio of $16 billion stocks to a specific group of quality companies. Read more...
Here’s Why Dropbox Might Keep Tumbling Although the public cloud storage provider posted double-digit growth, slowing paying subscriber growth and competition might take a toll on the stock price
Dropbox (NASDAQ:DBX), the provider of cloud storage for consumers and corporations, reported stellar second quarter results Thursday, beating both the top line and bottom line consensus of the Street. Read more...
Top 5 Performing Stocks in Most Broadly Held Portfolio Several of our model portfolios have outperformed the S&P 500 benchmark over the past 10 years
GuruFocus’ most broadly held portfolio, which tracks the performance of the stocks with high guru ownership, has outperformed the Standard & Poor’s 500 index benchmark over the past 10 years. The five stocks that had the highest year-to-date returns are ConocoPhillips (NYSE:COP), Microsoft Corp. (NASDAQ:MSFT), Apple Inc. (NASDAQ:AAPL), Merck & Co. Inc. (NYSE:MRK) and Alphabet Inc. (NASDAQ:GOOGL). Read more...

Ratios

vs
industry
vs
history
PE Ratio 50.83
GOOG's PE Ratio is ranked lower than
77% of the 235 Companies
in the Global Internet Content & Information industry.

( Industry Median: 33.49 vs. GOOG: 50.83 )
Ranked among companies with meaningful PE Ratio only.
GOOG' s PE Ratio Range Over the Past 10 Years
Min: 16.51  Med: 28.48 Max: 66.23
Current: 50.83
16.51
66.23
Forward PE Ratio 24.27
GOOG's Forward PE Ratio is ranked lower than
56% of the 79 Companies
in the Global Internet Content & Information industry.

( Industry Median: 25.77 vs. GOOG: 24.27 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 50.83
GOOG's PE Ratio without NRI is ranked lower than
75% of the 235 Companies
in the Global Internet Content & Information industry.

( Industry Median: 34.11 vs. GOOG: 50.83 )
Ranked among companies with meaningful PE Ratio without NRI only.
GOOG' s PE Ratio without NRI Range Over the Past 10 Years
Min: 16.51  Med: 28.28 Max: 66.23
Current: 50.83
16.51
66.23
Price-to-Owner-Earnings 32.78
GOOG's Price-to-Owner-Earnings is ranked lower than
63% of the 133 Companies
in the Global Internet Content & Information industry.

( Industry Median: 25.62 vs. GOOG: 32.78 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
GOOG' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 16.66  Med: 31.68 Max: 49.46
Current: 32.78
16.66
49.46
PB Ratio 5.04
GOOG's PB Ratio is ranked lower than
64% of the 349 Companies
in the Global Internet Content & Information industry.

( Industry Median: 3.85 vs. GOOG: 5.04 )
Ranked among companies with meaningful PB Ratio only.
GOOG' s PB Ratio Range Over the Past 10 Years
Min: 2.85  Med: 4.1 Max: 10.58
Current: 5.04
2.85
10.58
PS Ratio 6.66
GOOG's PS Ratio is ranked lower than
78% of the 354 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.60 vs. GOOG: 6.66 )
Ranked among companies with meaningful PS Ratio only.
GOOG' s PS Ratio Range Over the Past 10 Years
Min: 3.99  Med: 6.36 Max: 14.97
Current: 6.66
3.99
14.97
Price-to-Free-Cash-Flow 41.87
GOOG's Price-to-Free-Cash-Flow is ranked lower than
62% of the 130 Companies
in the Global Internet Content & Information industry.

( Industry Median: 26.75 vs. GOOG: 41.87 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
GOOG' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 14.97  Med: 30.02 Max: 2824.78
Current: 41.87
14.97
2824.78
Price-to-Operating-Cash-Flow 19.70
GOOG's Price-to-Operating-Cash-Flow is ranked lower than
56% of the 156 Companies
in the Global Internet Content & Information industry.

( Industry Median: 21.15 vs. GOOG: 19.70 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
GOOG' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 11.23  Med: 17.5 Max: 44.92
Current: 19.7
11.23
44.92
EV-to-EBIT 23.16
GOOG's EV-to-EBIT is ranked lower than
54% of the 245 Companies
in the Global Internet Content & Information industry.

( Industry Median: 22.83 vs. GOOG: 23.16 )
Ranked among companies with meaningful EV-to-EBIT only.
GOOG' s EV-to-EBIT Range Over the Past 10 Years
Min: 10.6  Med: 18.6 Max: 47.1
Current: 23.16
10.6
47.1
EV-to-EBITDA 18.45
GOOG's EV-to-EBITDA is ranked lower than
55% of the 267 Companies
in the Global Internet Content & Information industry.

( Industry Median: 18.26 vs. GOOG: 18.45 )
Ranked among companies with meaningful EV-to-EBITDA only.
GOOG' s EV-to-EBITDA Range Over the Past 10 Years
Min: 9.1  Med: 14.9 Max: 39.5
Current: 18.45
9.1
39.5
EV-to-Revenue 5.77
GOOG's EV-to-Revenue is ranked lower than
72% of the 371 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.88 vs. GOOG: 5.77 )
Ranked among companies with meaningful EV-to-Revenue only.
GOOG' s EV-to-Revenue Range Over the Past 10 Years
Min: 3.3  Med: 5.5 Max: 14.2
Current: 5.77
3.3
14.2
PEG Ratio 3.85
GOOG's PEG Ratio is ranked lower than
79% of the 86 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.17 vs. GOOG: 3.85 )
Ranked among companies with meaningful PEG Ratio only.
GOOG' s PEG Ratio Range Over the Past 10 Years
Min: 0.21  Med: 1.25 Max: 5.24
Current: 3.85
0.21
5.24
Shiller PE Ratio 59.52
GOOG's Shiller PE Ratio is ranked lower than
74% of the 47 Companies
in the Global Internet Content & Information industry.

( Industry Median: 35.63 vs. GOOG: 59.52 )
Ranked among companies with meaningful Shiller PE Ratio only.
GOOG' s Shiller PE Ratio Range Over the Past 10 Years
Min: 41.45  Med: 51.49 Max: 65.98
Current: 59.52
41.45
65.98
Current Ratio 4.15
GOOG's Current Ratio is ranked higher than
88% of the 372 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.86 vs. GOOG: 4.15 )
Ranked among companies with meaningful Current Ratio only.
GOOG' s Current Ratio Range Over the Past 10 Years
Min: 3.5  Med: 5.99 Max: 14.97
Current: 4.15
3.5
14.97
Quick Ratio 4.13
GOOG's Quick Ratio is ranked higher than
88% of the 371 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.79 vs. GOOG: 4.13 )
Ranked among companies with meaningful Quick Ratio only.
GOOG' s Quick Ratio Range Over the Past 10 Years
Min: 3.5  Med: 5.98 Max: 14.97
Current: 4.13
3.5
14.97
Days Inventory 4.49
GOOG's Days Inventory is ranked higher than
64% of the 179 Companies
in the Global Internet Content & Information industry.

( Industry Median: 8.61 vs. GOOG: 4.49 )
Ranked among companies with meaningful Days Inventory only.
GOOG' s Days Inventory Range Over the Past 10 Years
Min: 0.48  Med: 4.01 Max: 5.74
Current: 4.49
0.48
5.74
Days Sales Outstanding 50.21
GOOG's Days Sales Outstanding is ranked lower than
62% of the 310 Companies
in the Global Internet Content & Information industry.

( Industry Median: 50.08 vs. GOOG: 50.21 )
Ranked among companies with meaningful Days Sales Outstanding only.
GOOG' s Days Sales Outstanding Range Over the Past 10 Years
Min: 44.25  Med: 54.59 Max: 62.51
Current: 50.21
44.25
62.51
Days Payable 23.30
GOOG's Days Payable is ranked lower than
79% of the 264 Companies
in the Global Internet Content & Information industry.

( Industry Median: 56.49 vs. GOOG: 23.30 )
Ranked among companies with meaningful Days Payable only.
GOOG' s Days Payable Range Over the Past 10 Years
Min: 7.54  Med: 22.79 Max: 42.76
Current: 23.3
7.54
42.76

Buy Back

vs
industry
vs
history
3-Year Average Share Buyback Ratio -0.70
GOOG's 3-Year Average Share Buyback Ratio is ranked higher than
66% of the 271 Companies
in the Global Internet Content & Information industry.

( Industry Median: -2.40 vs. GOOG: -0.70 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
GOOG' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -56.4  Med: -1.5 Max: -0.7
Current: -0.7
-56.4
-0.7

Valuation & Return

vs
industry
vs
history
Price-to-Net-Cash 15.50
GOOG's Price-to-Net-Cash is ranked lower than
53% of the 129 Companies
in the Global Internet Content & Information industry.

( Industry Median: 13.55 vs. GOOG: 15.50 )
Ranked among companies with meaningful Price-to-Net-Cash only.
GOOG' s Price-to-Net-Cash Range Over the Past 10 Years
Min: 5.89  Med: 10.01 Max: 34.16
Current: 15.5
5.89
34.16
Price-to-Net-Current-Asset-Value 10.94
GOOG's Price-to-Net-Current-Asset-Value is ranked lower than
58% of the 229 Companies
in the Global Internet Content & Information industry.

( Industry Median: 8.31 vs. GOOG: 10.94 )
Ranked among companies with meaningful Price-to-Net-Current-Asset-Value only.
GOOG' s Price-to-Net-Current-Asset-Value Range Over the Past 10 Years
Min: 4.66  Med: 7.6 Max: 26.43
Current: 10.94
4.66
26.43
Price-to-Tangible-Book 5.77
GOOG's Price-to-Tangible-Book is ranked lower than
53% of the 292 Companies
in the Global Internet Content & Information industry.

( Industry Median: 5.65 vs. GOOG: 5.77 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
GOOG' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 3.6  Med: 5.14 Max: 21.98
Current: 5.77
3.6
21.98
Price-to-Intrinsic-Value-Projected-FCF 2.25
GOOG's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
55% of the 152 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.52 vs. GOOG: 2.25 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
GOOG' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 1.33  Med: 1.97 Max: 3.63
Current: 2.25
1.33
3.63
Price-to-Intrinsic-Value-DCF (Earnings Based) 2.69
GOOG's Price-to-Intrinsic-Value-DCF (Earnings Based) is ranked lower than
94% of the 17 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.18 vs. GOOG: 2.69 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-DCF (Earnings Based) only.
GOOG' s Price-to-Intrinsic-Value-DCF (Earnings Based) Range Over the Past 10 Years
Min: 0.93  Med: 1.06 Max: 2.06
Current: 2.69
0.93
2.06
Price-to-Median-PS-Value 1.05
GOOG's Price-to-Median-PS-Value is ranked lower than
66% of the 305 Companies
in the Global Internet Content & Information industry.

( Industry Median: 0.93 vs. GOOG: 1.05 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
GOOG' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.7  Med: 1.03 Max: 3.11
Current: 1.05
0.7
3.11
Price-to-Peter-Lynch-Fair-Value 3.63
GOOG's Price-to-Peter-Lynch-Fair-Value is ranked lower than
87% of the 55 Companies
in the Global Internet Content & Information industry.

( Industry Median: 1.47 vs. GOOG: 3.63 )
Ranked among companies with meaningful Price-to-Peter-Lynch-Fair-Value only.
GOOG' s Price-to-Peter-Lynch-Fair-Value Range Over the Past 10 Years
Min: 0.7  Med: 1.26 Max: 4.65
Current: 3.63
0.7
4.65
Price-to-Graham-Number 3.61
GOOG's Price-to-Graham-Number is ranked lower than
66% of the 178 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.83 vs. GOOG: 3.61 )
Ranked among companies with meaningful Price-to-Graham-Number only.
GOOG' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 1.68  Med: 2.58 Max: 10.64
Current: 3.61
1.68
10.64
Earnings Yield (Greenblatt) % 4.32
GOOG's Earnings Yield (Greenblatt) % is ranked higher than
66% of the 381 Companies
in the Global Internet Content & Information industry.

( Industry Median: 2.02 vs. GOOG: 4.32 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
GOOG' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 2.1  Med: 5.4 Max: 9.5
Current: 4.32
2.1
9.5
Forward Rate of Return (Yacktman) % 16.02
GOOG's Forward Rate of Return (Yacktman) % is ranked lower than
54% of the 132 Companies
in the Global Internet Content & Information industry.

( Industry Median: 15.92 vs. GOOG: 16.02 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) % only.
GOOG' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 14.5  Med: 21.8 Max: 23.8
Current: 16.02
14.5
23.8

More Statistics

Revenue (TTM) (Mil) $123,898.00
EPS (TTM) $ 23.06
Beta1.40
Volatility19.06%
52-Week Range $909.70 - 1273.89
Shares Outstanding (Mil)695.68

Analyst Estimate

Dec18 Dec19 Dec20 Dec21
Revenue (Mil $) 118,278 140,118 159,034 191,375
EBIT (Mil $) 28,486 37,165 43,360
EBITDA (Mil $) 39,118 51,642 58,659
EPS ($) 39.60 46.76 54.18 58.66
EPS without NRI ($) 39.60 46.76 54.18 58.66
EPS Growth Rate
(Future 3Y To 5Y Estimate)
20.69%
Dividends per Share ($)

Piotroski F-Score Details

Piotroski F-Score: 66
Positive ROAY
Positive CFROAY
Higher ROA yoyN
CFROA > ROAY
Lower Leverage yoyY
Higher Current Ratio yoyN
Less Shares Outstanding yoyY
Higher Gross Margin yoyN
Higher Asset Turnover yoyY

Personalized Checklist

Checklist has been moved to "Checklist" tab.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}