GOOG
Alphabet Inc.Communication Services · $4.14T market cap
Verdict
Share price
$340.35
close of Oct 3, 2026
Fair value
$257.74
Sticker Price
Payback Price
$103.10
buy price
GOOG is Overpriced: at $340.35 it trades 32% above its fair value of $257.74. Its buy price (Payback Price) is $103.10, 70% below today's price. Business quality is strong: all 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow. Sales grew 13% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
5 of 5 clear the 10% bar. What are the Big Five?
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37 of the investors we track hold GOOG. In Q2 2026, 1 opened a position, 5 added and 6 trimmed. Who we track
Warren Buffett
Berkshire Hathaway Inc · as of Q2 2026
$9.6B
27,188,433 shares
Dodge & Cox Funds
Dodge & Cox Funds · as of Q2 2026
$4.2B
11,961,097 shares
Chris Hohn
TCI Fund Management · as of Q2 2026
$3.5B
9,938,819 shares
First Eagle Investment Management
First Eagle Investment Management · as of Q2 2026
$2.6B
7,316,252 shares
John Armitage
Egerton Capital · as of Q2 2026
$1.2B
3,291,594 shares
Show all 37 holdersShow fewer
Thomas Russo
Gardner Russo & Quinn · as of Q2 2026
$1.1B
3,048,077 shares
Thomas Gayner
Markel Group · as of Q2 2026
$971.6M
2,749,860 shares
Li Lu
Himalaya Capital Management · as of Q2 2026
$866.1M
2,451,300 shares
Polen Capital Management
Polen Capital Management · as of Q2 2026
$765.0M
2,165,218 shares
Duan Yongping
H&H International Investment · as of Q2 2026
$695.6M
1,968,600 shares
Bill Nygren
Oakmark Funds · as of Q2 2026
$684.5M
1,937,306 shares
David Tepper
Appaloosa Management · as of Q2 2026
$653.7M
1,850,000 shares
Mairs & Power Funds
Mairs & Power Funds · as of Q2 2026
$594.8M
1,683,439 shares
Lee Ainslie
Maverick Capital · as of Q2 2026
$509.5M
1,442,118 shares
Seth Klarman
Baupost Group LLC · as of Q2 2026
$484.7M
1,371,931 shares
First Pacific Advisors
First Pacific Advisors · as of Q2 2026
$471.1M
1,333,205 shares
Yacktman Asset Management
Yacktman Asset Management · as of Q2 2026
$399.0M
1,129,129 shares
Ruane Cunniff LP
Ruane Cunniff LP · as of Q2 2026
$326.8M
924,866 shares
Steven Check
Check Capital Management · as of Q2 2026
$235.9M
667,737 shares
Francois Rochon
Giverny Capital · as of Q2 2026
$213.9M
605,460 shares
Vulcan Value Partners
Vulcan Value Partners · as of Q2 2026
$190.6M
539,472 shares
Sarah Ketterer
Causeway Capital Management · as of Q2 2026
$111.7M
316,217 shares
Triple Frond Partners
Triple Frond Partners · as of Q2 2026
$103.0M
291,544 shares
Wallace Weitz
Weitz Investment Management · as of Q2 2026
$94.7M
268,100 shares
Bill Ackman
Pershing Square Capital Management · as of Q1 2026
$89.4M
311,726 shares
Daniel Loeb
Third Point · as of Q2 2026
$66.2M
1,300,000 shares
David Katz
Matrix Asset Advisors · as of Q2 2026
$48.0M
135,829 shares
Bryan Lawrence
Oakcliff Capital · as of Q2 2026
$41.7M
118,161 shares
Kahn Brothers Group
Kahn Brothers Group · as of Q2 2026
$35.0M
122,029 shares
Francis Chou
Chou Associates · as of Q2 2026
$25.6M
72,390 shares
Daniel Loeb
Third Point · as of Q2 2026
$10.1M
200,000 shares
Torray Funds
Torray Funds · as of Q2 2026
$2.1M
6,019 shares
Glenn Greenberg
Brave Warrior Advisors · as of Q2 2026
$1.3M
3,790 shares
Steven Check
Check Capital Management · as of Q2 2026
$1.3M
3,683 shares
Christopher Bloomstran
Semper Augustus · as of Q2 2026
$859K
2,432 shares
Hillman Capital Management
Hillman Capital Management · as of Q2 2026
$364K
1,030 shares
Christopher Davis
Davis Advisors · as of Q2 2026
$283K
800 shares
Moves in Q2 2026
New position: Daniel Loeb
Added: Bill Nygren, Seth Klarman, Lee Ainslie, Chris Hohn, Warren Buffett
Trimmed: Wallace Weitz, Vulcan Value Partners, Triple Frond Partners, Polen Capital Management, Duan Yongping, Christopher Davis
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…
Internet Content & Information
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works