기업 프로필 · Communication Services

Alphabet Inc Class C

GOOGL · 미국
기타 상장GOOG · 미국
거래소
미국
국가 / 지역
USA
상장일
2014년 4월 3일
직원 수
198,933
웹사이트
abc.xyz
현재가
$335.45
실시간 · 2026년 9월 13일
적정 매수가
≤ $204
안전마진 진입가
베일리 성장 점수
65/100
우수
Buffett Score
85/100
최상위
내재가치 · 3단계 구간 현재가 $335.45 실시간 · 적정 내재가치 구간 내

종합 밸류에이션 구간 · 보수적 $190–$204 / 적정 $285–$385 / 낙관적 $475–$525. $335.45 기준, 적정 내재가치 구간 내.

보고서 발행 시 $333.68(2026년 7월 31일)

시가총액US$4.1조
매출 (TTM)US$4458.66억
EBITDAUS$1731.64억
순이익률54.77%
ROE48.68%
PER (TTM)16.83
선행 PER21.83
PEG1.2
EPSUS$19.93
배당수익률0.26%
52주 범위US$236.07 – US$403.96
애널리스트 목표주가US$422.34
애널리스트 평가4.4 / 5

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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.

연혁

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.

업계 내 위치

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 · 미국Software & Internet2026년 7월 31일 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 · 미국Software & Internet2026년 5월 22일