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Alphabet Inc. (GOOG) compounding analysis

Full-size annual and quarterly year-over-year growth charts for revenue, EPS, operating cash flow, EBITDA, and free cash flow against the 15%, 20%, and 30% bars over 3-, 5-, and 10-year windows, with each metric's valuation multiple vs its own history.

Revenue · 5YDoes not currently clear the 15%+, 20%+, or 30%+ revenue bars over 5Y.

Score
30/100
5Y CAGR
17.2%
Median YoY
13.7%
YoY volatility
σ 13.9pp· uneven
Quarters ≥ 20%
5 of 20
Negative quarters
0
Valuation vs own 5Y history
P/S 10.3x · 5Y median 6.3x · 95th percentile
How this score is computed
  • Quarters at or above 20%: 5 of 20 10 of 40 pts
  • Steadiness (typical swing 13.9pp) → 15.1 of 25 pts
  • Pace (median 13.7% YoY) → 0 of 20 pts
  • Latest quarter (21.8% YoY) → 5.1 of 15 pts
  • Score: 30 of 100

Annual revenue · last 11 fiscal years

$0.00$100.00B$200.00B$300.00B$400.00B$500.00B201520172019202120232025

Quarterly YoY revenue growth vs the 20% line · 5Y

0%20%40%60%80%20%20222023202420252026

P/S multiple vs its 5Y median · context only

4x6x8x10x12x5Y median 6.3x201520172019202120232025

Across metrics · 5Y

GOOG reported stats per metric over 5Y: annual CAGR, median quarterly year-over-year growth, YoY standard deviation, quarters at or above 20%, and negative quarters.
Metric5Y CAGRMedian YoYYoY σQtrs ≥ 20%Neg. qtrs
Revenue17.2%13.7%13.9pp5 of 200
EPS29.8%33.3%43.6pp14 of 205
Op cash flow20.4%24%31.3pp11 of 206
EBITDA22.3%20.5%31.4pp10 of 203
FCF11.3%3.4%62.4pp6 of 2010

Reported figures over 5Y: annual-series CAGR, median and standard deviation (σ, percentage points) of quarterly year-over-year growth, quarters at or above 20%, and quarters with negative YoY. “—” means the window needs more comparable data.

Scores, qualification bars, and the 0–100 consistency methodology are documented on the compounders list page →

See also: GOOG on the compounders surface · All compounders, ranked

About Alphabet Inc.

Alphabet Inc. operates globally, providing a wide array of products and digital platforms to customers across the United States, Europe, the Middle East, Africa, the Asia-Pacific region, Canada, and Latin America. The company's business is organized into three primary segments: Google Services, Google Cloud, and Other Bets. The Google Services division delivers a broad spectrum of consumer-facing offerings, which include its advertising products, the Android operating system, Chrome browser, various hardware devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search functionality, and YouTube. This segment also generates revenue through the sale of applications, in-app purchases, and digital content via Google Play and YouTube, alongside device sales and consumer subscriptions for YouTube services. Conversely, the Google Cloud segment furnishes enterprise-grade solutions such as infrastructure, cybersecurity, database management, analytics, artificial intelligence, and other professional services. This encompasses the Google Workspace suite, a collection of cloud-native communication and collaboration tools for businesses, including Gmail, Docs, Drive, Calendar, and Meet, among other offerings tailored for corporate clients. The Other Bets segment is dedicated to developing nascent ventures, particularly those focused on healthcare-related and internet services. Established in 1998, Alphabet Inc. maintains its corporate headquarters in Mountain View, California.

Mountain View, CA
185,719 employees
Communication Services / Internet Content & Information
Sector
Communication Services
Industry
Internet Content & Information
CEO
Sundar Pichai