企業プロフィール · Communication Services

Alphabet Inc Class C

GOOGL · 米国株
その他の上場GOOG · 米国株
取引所
米国株
国 / 地域
USA
上場日
2014年4月3日
従業員数
198,933
公式サイト
abc.xyz
現在値
$335.45
リアルタイム · 2026年9月13日
妥当買付価格
≤ $204
安全マージンの起点
ベイリー成長スコア
65/100
優良
Buffett Score
85/100
卓越
本源的価値 · 3 段階レンジ 現在値 $335.45 リアルタイム · 妥当な本源的価値レンジ内

総合バリュエーションレンジ · 保守的 $190–$204 / 妥当 $285–$385 / 楽観的 $475–$525。$335.45 時点で 妥当な本源的価値レンジ内。

レポート公開時 $333.68(2026年7月31日)

時価総額$4.1兆
売上高(TTM)$4458.66億
EBITDA$1731.64億
純利益率54.77%
ROE48.68%
PER (TTM)16.83
予想PER21.83
PEG1.2
EPS$19.93
配当利回り0.26%
52週レンジ$236.07 – $403.96
アナリスト目標株価$422.34
アナリスト評価4.4 / 5

データ提供:EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。

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 headquartered in Mountain View, California.

沿革

Alphabet Inc. was incorporated in 1998 and is headquartered in Mountain View, California, with its shares listed via an IPO dated April 3, 2014. The company operates through three segments: Google Services, Google Cloud, and Other Bets. Google Services spans Search, YouTube, Android, Chrome, Gmail, Google Maps, Google Play, devices, and consumer subscriptions, while Google Cloud provides AI infrastructure, the Vertex AI platform, Gemini enterprise tools, cybersecurity, and Google Workspace. Led by Sundar Pichai, Alphabet reported revenue first surpassing $400 billion in 2025 and employed 194,668 people.

業界での地位

Alphabet holds a dominant position in search: per Statcounter, Google's global search share was about 90.02% in April 2026 and roughly 85.17% in the United States. In digital advertising it competes with Meta, Amazon, and TikTok, while in cloud computing it ranks third behind AWS and Microsoft, with global cloud-infrastructure shares of 28%, 21%, and 14% respectively (Synergy Research, Q1 2026). Its competitive advantages stem from brand and default mindshare, the scale of an interconnected ecosystem spanning Search, YouTube, Android, Chrome, Maps, Workspace, and Cloud, plus data, distribution, and cloud switching-cost moats.

65/100 Hold Alphabet: Search and Cloud Are Both Accelerating, but a 200 Billion Dollar Build Has Turned Free Cash Flow Negative and 333.68 Dollars Already Prices In the Base Case Alphabet is a global internet platform whose high-intent Search advertising funds YouTube, Google Cloud and a frontier AI infrastructure build; FY2025 revenue was 402.8 billion USD. Second-quarter 2026 revenue grew 24% to 119.8 billion USD and Cloud grew 82% to 24.8 billion USD at a 35.6% operating margin on a 514 billion USD backlog, yet capital expenditure of 44.9 billion USD exceeded operating cash flow and produced negative free cash flow of 5.9 billion USD, with FY2026 guidance raised to 195 to 205 billion USD. Rating Hold: on roughly 130 billion USD of estimated owner earnings the shares trade near 31 times rather than the reported 16.8 times, so 333.68 USD sits at the 335 USD base intrinsic value with no conservative margin of safety. Alphabet Inc.GOOG · 米国株Software & Internet2026年7月31日 55/100 Watch Alphabet Inc.: A Long-Term Business Owner's Study A top-tier platform cash machine whose 2025 revenue cleared $400 billion for the first time, with a Search cash cow layered on a Cloud/AI upcycle. At roughly $383.47 the shares already sit near the top of the optimistic case, leaving thin margin of safety. Conservative intrinsic value is $90-120, fair value $200-260, optimistic $340-390. Rating Watch: a superb business worth tracking, but wait for the price rather than chase it. Alphabet Inc.GOOG · 米国株Software & Internet2026年5月22日