Historical revenue CAGR of 12.5% (2022–2025) anchors the 5-year forward estim…
Google Cloud remains the primary incremental growth engine with consumption-b…
EBIT margin expansion from 28.9% trailing toward ~32% steady-state is support…
Suurin riski
Regulatory and antitrust pressure across multiple jurisdictions could force structural …
Heavy capital expenditure cycle (20.5% of revenue, $91.4B in FY2025) for AI infrastruct…
AI-native search competitors (OpenAI, Perplexity) and Microsoft Bing/Copilot integratio…
Muutos
All four core valuation assumptions are unchanged from yesterday's model. No new primary-source data from allowed dom…
Arvostusoletukset
CLAUDE
DEEPSEEK
GEMINI
GPT
GROK
Liikevaihdon CAGR 5V
13.0%
12.0%
13.5%
9.0%
+0.5pp
12.0%
+12.0pp
EBIT-marginaalitavoite
32.0%
31.0%
30.0%
31.0%
30.0%
WACC
10.6%
10.5%
10.5%
9.5%
10.5%
Terminaalikasvu
3.0%
2.0%
2.5%
2.5%
2.0%
Mitä markkinahinta edellyttäisi?
Oletus
AI-konsensus
Markkinahinta implikoi
Liikevaihdon CAGR (5v)
12.0%
11.0%
-1.0pp
EBIT-marginaalitavoite
31.0%
29.0%
-2.0pp
WACC
10.5%
10.9%
+0.4pp
Perustuu spot-hintaan $349.22 ja raakaan DCF-malliin (ilman kattoja ja kalibrointia).
Tunnusluvut
EBIT-marginaali28.9%
EBITDA-marginaali38.8%
ROE58.8%
Nettovelka / EBITDA-0.7x
P/E17.5x
EV / EBITDA24.0x
P/B6.9x
Analyytikkojen vaihteluväli340.00 – 515.00
Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. It is also involved in the sale of apps and in-app purchases and digital content in Google Play and YouTube; and devices, as well as the provision of YouTube consumer subscription services, such as YouTube TV, YouTube Music and Premium, NFL Sunday Ticket, and Google One. The Google Cloud segment offers consumption-based fees and subscriptions for AI solutions, including AI infrastructure, Vertex AI platform, and Gemini enterprise. It also provides cybersecurity, and data and analytics services; Google Workspace that include cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet; and other enterprise services. The Other Bets segment sells transportation and internet services. Alphabet Inc. was incorporated in 1998 and is
Tilaa sähköpostiuutisetIlmainen · Ei roskapostia · Peruuta milloin vain · Tietosuoja
AI Investor Barometer · 2026-10-16
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5 viidestä AI-mallia on positiivisia GOOGL.
Avaintekijä: Accelerated growth in Google Cloud driven by enterprise AI adoption and Gemin...
AI-konsensusarvio 435.15 24.6% yli nykyhinnan.
Mallien yksimielisyys on korkea (0.86).
Analyytikkokonsensus: 430.51 (AI +1.1%).
Pessimistinen (min)
$417.07
19.4%
Perus (mediaani)
$435.15
+24.6%
Optimistinen (max)
$475.42
36.1%
Bear/Base/Bull: mallien oma haarukka (12 kk:n arvot)