Research Portal

U.S.-listed market research with live data and structured thesis notes.

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Compare names across metrics and research quality

Use up to 4 U.S.-listed names from this dashboard to compare valuation, growth, cash flow, balance-sheet strength, and the curated investment case in one place.

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GOOGL Cloud, Data & AI Software

Alphabet

Consumer + cloud AI platform

Detail page

Alphabet can monetize AI across Search, YouTube, Cloud, Workspace, and Android.

Price $354.30
1D change -0.96%
Market cap $4.33T
Sector Communication Services

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

On smaller screens, swipe this table horizontally to compare the full set.

Metric GOOGL
Price $354.30
1D Change -0.96%
Market Cap $4.33T
Enterprise Value $4.23T
Trailing P/E 17.8
Forward P/E 24.0
PEG Ratio 0.98x
Price / Sales 9.7
EV / Revenue 9.5
Revenue Growth 24.2%
Earnings Growth 294.0%
Gross Margin 60.9%
Operating Margin 34.0%
Net Margin 54.8%
ROE 48.7%
Free Cash Flow $22.67B
FCF Margin 5.1%
Debt / Equity 0.19x
Current Ratio 2.72x
Dividend Yield 0.25%
Next Earnings Oct 28, 2026
Quarterly Revenue $119.80B
Revenue QoQ +9.0%
Quarterly Net Income $112.19B
Net Income QoQ +79.3%

GOOGL thesis lens

Consumer + cloud AI platform

Why it could benefit

  • Alphabet can monetize AI across Search, YouTube, Cloud, Workspace, and Android.
  • Gemini gives it a vertically integrated way to improve both user engagement and developer tooling.
  • Google Cloud adds direct exposure to enterprise model training and inference demand.

Moat / edge

  • Search and YouTube create unmatched data, traffic, and distribution.
  • Custom infrastructure and TPU capabilities support scale economics.
  • A full consumer-to-enterprise stack improves AI product iteration speed.

What to watch

  • Search monetization under AI Overviews and agentic search.
  • Google Cloud operating leverage and backlog conversion.
  • Gemini usage and developer adoption.

Key risks

  • Search economics may shift if query patterns change materially.
  • Regulatory pressure could limit bundling or data advantages.