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Employees: 190,820
Size Alphabet Inc. Depository Shs Repr 1/20th Conv Pfd Registered (GOOGM) is a United States Information Technology company (Internet Software/Services) with a market value of $3.52T, the 4th largest of 3,117 United States companies the cockpit tracks. Shares closed at $41.78 on 6 Nov 2026.
Growth Revenue grew 22.2% over the last twelve months (peer median +9.1%); the operating margin is 33.3% (peer median 28.5%).
Valuation It trades at 3.0× forward earnings against a peer median of 24.9× (cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 21% a year for seven years (Req g). Recent delivered growth is +17%, so the hurdle is +4 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 9.8 points above its cost of capital (11.7% WACC).
Backlog Backlog (remaining performance obligations) was $568B at 30 Sep 2026, up 260% on a year earlier — 1.2 years of trailing revenue. Backlog detail →
Next results Next results expected around 2 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $471B | $403B | $350B | $307B | $281B |
| Revenue growth | — | +15% | +14% | +9% | — |
| Gross profit | $287B | $240B | $204B | $174B | $155B |
| EBITDA | $186B | $154B | $127B | $98.1B | $88.8B |
| Net income | $236B | $132B | $100B | $73.8B | $60.0B |
| Free cash flow | $19.7B | $73.3B | $72.8B | $69.5B | $60.0B |
| Capital expenditure | $160B | $91.4B | $52.5B | $32.3B | $31.5B |
| Total debt | $147B | $67.0B | $28.1B | $29.9B | $30.0B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | GOOGM | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -15.5% | +9.8% | lowest of 21 |
| Distance from 52-week high | -21.4% | -25.0% | 10th highest of 21 |
| Revenue growth (TTM) | +22.2% | +9.1% | 4th highest of 21 |
| Operating margin | 33.3% | 28.5% | 10th highest of 21 |
| Forward P/E | 3.0× | 24.9× | cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 21.2% | 11.6% | 4th most demanding of 18 |
| Growth delivered (Del g) | +17.2% | +12.4% | 7th highest of 18 |
| Hurdle (Req g minus delivered) | +4.0 pp | -4.0 pp | 6th most demanding of 18 |
| ROIC minus cost of capital | +9.8 pp | +0.5 pp | 5th highest of 17 |
| EV / EBITDA | 18.4× | 15.1× | 4th most expensive of 15 |
| Net debt / EBITDA | -0.6× | 1.1× | 2nd least indebted of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Alphabet Inc. Depository Shs Repr 1/20th Conv Pfd Registered GOOGM | United States | $3.52T | n/a | +22% | 33% | 3.0× | 21.2% | +17.2% |
| East Money Information 300059.SZ | China | $44.5B | -8% | +16% | 76% | 19.7× | 15.1% | +18.0% |
| Verisign VRSN | United States | $27.7B | +7% | +6% | 68% | 28.4× | 14.5% | +5.5% |
| Wolters Kluwer WKL.AS | Netherlands | $22.0B | +54% | 0% | 26% | 15.9× | -3.0% | +5.9% |
| Informa INF.L | United Kingdom | $15.3B | +5% | +5% | 19% | 15.5× | 15.4% | +19.5% |
| Check Point Software Technologies CHKP | United States | $14.7B | +25% | +3% | 28% | 13.4× | -1.7% | +5.7% |
| Gartner IT | United States | $12.0B | +20% | 0% | 19% | 11.8× | -4.0% | +9.6% |
| Mango Excellent Media 300413.SZ | China | $9.77B | +79% | +10% | -3% | 143.0× | 13.1% | -0.3% |
| Info Edge India NAUKRI.NS | India | $8.18B | +21% | +13% | 34% | 59.6× | 51.8% | +23.8% |
| Scout24 G24.DE | Germany | $6.99B | +19% | +16% | 49% | 22.3× | 10.3% | +12.9% |
| CAR CAR.AX | Australia | $6.85B | -3% | +6% | 38% | 28.5× | 21.8% | +24.0% |
| Mobility Global MBGL | United States | $5.79B | n/a | +8% | 51% | 13.2× | -6.0% | +8.5% |
| Autotrader AUTO.L | United Kingdom | $5.68B | +12% | +4% | 62% | 14.3× | -0.7% | +18.9% |
| Rightmove RMV.L | United Kingdom | $5.38B | +35% | +7% | 66% | 18.1× | 11.6% | +15.6% |
| Braze BRZE | United States | $5.20B | +111% | +27% | -13% | 57.1× | 27.9% | +37.5% |
| Vend Marketplaces VEND.OL | Norway | $5.11B | -4% | -14% | 29% | 35.2× | 10.7% | -13.2% |
| PB Fintech POLICYBZR.NS | India | $4.74B | -43% | +37% | 7% | 41.0× | n/a | n/a |
| AUTO1 AG1.DE | Germany | $4.34B | -14% | +21% | 1% | 29.2× | n/a | n/a |
| SMG Swiss Marketplace SMG.SW | Switzerland | $3.77B | +7% | +13% | 35% | 23.9× | 5.8% | +12.4% |
| Seek SEK.AX | Australia | $3.59B | +8% | +17% | 24% | 25.8× | 17.7% | +11.1% |
| Crisil CRISIL.NS | India | $3.40B | +6% | +24% | 26% | 35.0× | n/a | n/a |
Alphabet Inc. Depository Shs Repr 1/20th Conv Pfd Registered reported $568B of remaining performance obligations at 30 Sep 2026, up 260% from a year earlier and up 9% from the previous quarter. That is 1.2 years of trailing revenue already under contract. Book-to-bill last quarter: 1.38.