GOOGL
Alphabet Inc.Communication Services · $4.16T market cap
Verdict
Share price
$343.50
close of Oct 3, 2026
Fair value
$257.74
Sticker Price
Payback Price
$103.10
buy price
GOOGL is Overpriced: at $343.50 it trades 33% 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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36 of the investors we track hold GOOGL. In Q2 2026, 3 added, 13 trimmed and 1 sold out. Who we track
Warren Buffett
Berkshire Hathaway Inc · as of Q2 2026
$28.2B
78,791,167 shares
Dodge & Cox Funds
Dodge & Cox Funds · as of Q2 2026
$3.8B
10,658,860 shares
Bill Nygren
Oakmark Funds · as of Q2 2026
$2.2B
6,264,999 shares
Chase Coleman
Tiger Global Management · as of Q2 2026
$2.1B
5,805,687 shares
Li Lu
Himalaya Capital Management · as of Q2 2026
$908.9M
2,543,300 shares
Show all 36 holdersShow fewer
Chris Hohn
TCI Fund Management · as of Q2 2026
$878.1M
2,457,000 shares
Ruane Cunniff LP
Ruane Cunniff LP · as of Q2 2026
$712.7M
1,994,274 shares
Terry Smith
Fundsmith · as of Q2 2026
$633.7M
1,773,354 shares
First Pacific Advisors
First Pacific Advisors · as of Q2 2026
$503.4M
1,408,518 shares
David Abrams
Abrams Capital Management · as of Q2 2026
$489.8M
1,370,495 shares
Lindsell Train
Lindsell Train · as of Q2 2026
$459.9M
1,286,845 shares
Daniel Loeb
Third Point · as of Q2 2026
$366.3M
1,025,000 shares
Jensen Investment Management
Jensen Investment Management · as of Q2 2026
$284.9M
797,098 shares
Thomas Gayner
Markel Group · as of Q2 2026
$204.4M
572,000 shares
Samantha McLemore
Patient Capital Management · as of Q2 2026
$187.9M
525,750 shares
First Eagle Investment Management
First Eagle Investment Management · as of Q2 2026
$185.4M
518,922 shares
Francois Rochon
Giverny Capital · as of Q2 2026
$110.8M
310,118 shares
Harry Burn
Sound Shore · as of Q2 2026
$83.2M
232,766 shares
Stephen Mandel
Lone Pine Capital · as of Q2 2026
$77.0M
215,574 shares
Richard Pzena
Pzena Investment Management · as of Q2 2026
$61.2M
171,157 shares
William Von Mueffling
Cantillon Capital Management · as of Q2 2026
$61.1M
171,066 shares
Tweedy Browne
Tweedy Browne · as of Q2 2026
$50.5M
141,282 shares
David Rolfe
Wedgewood Partners · as of Q2 2026
$45.5M
127,237 shares
Josh Tarasoff
Greenlea Lane Capital · as of Q2 2026
$35.7M
100,035 shares
Mairs & Power Funds
Mairs & Power Funds · as of Q2 2026
$19.3M
54,128 shares
Torray Funds
Torray Funds · as of Q2 2026
$16.1M
45,093 shares
AltaRock Partners
AltaRock Partners · as of Q2 2026
$15.0M
41,994 shares
Robert Vinall
RV Capital GmbH · as of Q2 2026
$11.6M
32,520 shares
Polen Capital Management
Polen Capital Management · as of Q2 2026
$9.9M
27,810 shares
Bill Ackman
Pershing Square Capital Management · as of Q1 2026
$9.3M
32,376 shares
Glenn Greenberg
Brave Warrior Advisors · as of Q2 2026
$7.2M
20,258 shares
Thomas Russo
Gardner Russo & Quinn · as of Q2 2026
$4.0M
11,114 shares
David Katz
Matrix Asset Advisors · as of Q2 2026
$1.4M
3,907 shares
Christopher Bloomstran
Semper Augustus · as of Q2 2026
$250K
700 shares
Leon Cooperman
Leon Cooperman · as of Q4 2018
$86K
82,364 shares
Hillman Capital Management
Hillman Capital Management · as of Q2 2026
$1K
4 shares
Moves in Q2 2026
Added: Stephen Mandel, Daniel Loeb, Warren Buffett
Trimmed: Terry Smith, First Pacific Advisors, Bill Nygren, William Von Mueffling, Tweedy Browne, Lindsell Train, Jensen Investment Management, Hillman Capital Management, Francois Rochon, First Eagle Investment Management, David Rolfe, David Abrams, Chase Coleman
Sold out: Viking Global Investors
Insider activity
Since Sep 1, 2026: no open-market purchases and 2 other filings (stock awards, tax withholding and similar). Why purchases matter
Other filings
About Alphabet Inc.
Alphabet Inc. provides a diverse range of products and digital platforms to consumers across multiple global regions, including North and South America, Europe, the Middle East, Africa, and the Asia-Pacific. The company's operations are organized into three primary divisions: Google Services, Google Cloud, and "Other Bets." The Google Services segment delivers core offerings such as its advertising solutions, the…
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