April 23, 2025 | Funanc1al for Investors | Tags: Big Tech, Alphabet, Google Stock, GOOG, Growth Stocks, Antitrust, Value Investing, AI, YouTube

💸 Stock Price: $151.47 (+3.80 / +2.57%) as of April 22, 2025
📊 Ticker: GOOG, GOOGL
🧮 P/E Ratio: 18.81 | Forward P/E: 16.75
🎯 Investor Mood: “Alexa, how do I invest in something that prints money but still trades at a discount?”

🧠 If the Internet Had a Brain, It’d Be Google

Welcome to Alphabet Inc.—a.k.a. Google’s grown-up alter ego—where Search is just the appetizer. The company delivers everything from YouTube binge sessions and Gmail spam filters to AI-driven cloud infrastructure and that one map that always reroutes you through the weirdest neighborhood. 🗺️😅

It’s a business empire that runs the web and half of our lives, and somehow… it’s still undervalued?

🧾 Recent Financials: What’s the G in GOOG Stand For?

Growth. Gigantic. Genius. All apply. 🧠📈💥

As of their latest full-year and Q4 2024 earnings (new ones are just around the corner), here’s how the Big G stacked up:

🔹 Q4 2024 Highlights:

• Total Revenue: $96.5B (+12% YoY) 💰

• Google Services (Search, YouTube, Play Store, etc.): $84.1B (+10%) 🔍📺

• Google Cloud: $12.0B (+30%) ☁️🤖

• Operating Income: +31% 🚀

• Operating Margin: 32% (+5pp) 🧾

• Net Income: Up 28% 📊

• EPS: $2.15 (+31%) 💵💵

🧠 Translation: Still growing like a startup, still printing cash like a central bank. All hail the ad-tech-cloud-machine-learning wizard behind the curtain. 🧙♂️✨

🏦 Valuation: Not Just Growth—VALUE, Too?

Despite those divine numbers, Google's P/E ratio is a humble 18.81, and the forward P/E is 16.75. That’s less than some companies that sell socks... or lose money hand over fist in the metaverse. 🧦📉

This is textbook “GARP” (Growth at a Reasonable Price). Or as we call it at Funanc1al:
📚 Growth + Cash Machine + Underappreciated = Cha-Ching

💪 Balance Sheet Flex: No Debt, All Drive

Alphabet’s debt-to-equity ratio is 0.03. That’s so low it practically has to squat to see it. 🧘♀️

This means:

• 🏦 The company is not financially leveraged

• 💡 It can survive storms, antitrust thunderclouds, or a zombie apocalypse

• 💣 It has capital for R&D, AI, or moonshots like self-driving drones that deliver burritos

🧑💼 Ownership Breakdown: Who’s Holding All That GOOG?

Big Institutional Believers:

• 🦅 Vanguard: 8.50%

• 🐘 BlackRock: 7.39%

• 📜 FMR: 4.26%

• 🏛️ State Street: 3.87%

And a who's-who of famous hedge fund legends:

• 🔍 Li Lu (Himalaya Capital)

• 🌱 Jeremy Grantham (GMO)

• 🧠 Tom Gayner (Markel)

• 📚 Seth Klarman (Baupost Group)

• 🌀 George Soros (yes, that Soros)

• 🧱 Pat Dorsey (Dorsey Asset Management)

Even your favorite billionaire contrarian is probably buying in secret. 💼🤫

🚨 But... Why So Cheap?

Alphabet still trades ~35% below its all-time highs. Investors are spooked. Here’s why:

⚖️ Antitrust Trials:

Yup, Google’s in court... again. Critics say they’ve become too powerful. Google says “That’s just our personality.” 🎓👨⚖️

But hey, if regulators force a breakup, guess what usually happens?
🔀 Spin-offs = Stock Price Glow-Up
History suggests shareholders benefit when conglomerates break up. (Just ask PayPal, eBay, or any cable company turned streaming service - although, after its recent slide, PayPal may not be the worst value investment either, beware.)

🔮 Looking Ahead: $400–$500 in 3–4 Years?

A bold call? Sure. But consider:

• Revenue and earnings still growing double digits 📈

• Dominance in AI, Cloud, Ads, and Search 🤖☁️📺

• Operating margin expansion 🧮

• Rock-solid balance sheet 🏦

• New monetization plays with Bard AI, Google Workspace, and Pixel products 🔋📱

• Risks That Aren’t Even Real (Antitrust being a blessing in disguise and likely to generate even more value!) ⚖️💰

Targeting a price of $400–$500 in 3–4 years may not be just a dream—it could be the most search-worthy play in your portfolio. 📌🧠

⚠️ Risk Radar:

• ⚖️ Regulation & Antitrust: The courts could split up Big Tech. (Or boost shareholder value in doing so.)

• 📉 Market Volatility: Tech is still recovering from a bearish hangover.

• 🌍 Trade Wars & Macros: Global uncertainty is real. But so is Google’s global dominance.

🥡 Final Thoughts: Alphabet Soup for the Wealthy Soul 🍜💼

If you're looking for:
✅ A growth engine
✅ A cash machine
✅ An AI powerhouse
✅ A stock that still trades like it’s being punished for being too good...

Then maybe it’s time you hit that search bar, type "BUY," and find yourself a slice of Alphabet. 🍰📈

Because if Google’s running the internet—and kinda the world—shouldn’t it also be running part of your portfolio?

Usual Disclaimers: We’re not financial advisors, but we’ve been known to sniff out a great buy or two — online and off. Proceed with curiosity and caution. Or just Google it. 😉🔍