Alphabet Inc Class C (GOOG)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
At a market value of $4.12T, Alphabet Inc Class C's free cash flow of $73.3B (fiscal 2025) would need to grow about 19% a year for the stock to be worth today's price. That is faster than the company has grown its free cash flow over the last 9 years.
Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from Alphabet Inc Class C's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.
Fundamental grade
Five factors scored 1 to 9 from GOOG's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Alphabet Inc Class C's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $257.6B | $282.8B | $307.4B | $350.0B | $402.8B |
| Net income | $76.0B | $60.0B | $73.8B | $100.1B | $132.2B |
| Free cash flow | $67.0B | $60.0B | $69.5B | $72.8B | $73.3B |
| EPS (diluted) | $5.61 | $4.56 | $5.80 | $8.04 | $10.81 |
| Operating margin | 30.6% | 26.5% | 27.4% | 32.1% | 32.0% |
Where the revenue comes from
Revenue by segments, fiscal 2025.
Superinvestors who own GOOG
From each investor's latest 13F filing (what a 13F shows). 34 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Warren Buffett Berkshire Hathaway |
Added | $9.6B | 3.2% | Q2 2026 |
| Dodge & Cox Dodge & Cox |
Trimmed | $4.2B | 2.2% | Q2 2026 |
| Jean-Marie Eveillard First Eagle Investment Management |
Trimmed | $2.6B | 4.3% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | $2.2B | 0.78% | Q2 2026 |
| PRIMECAP Management PRIMECAP Management Co |
Trimmed | $1.9B | 1.1% | Q2 2026 |
| Boykin Curry Eagle Capital Management |
Trimmed | $1.4B | 4.4% | Q2 2026 |
| Tom Gayner Markel Group Inc. |
Held | $972M | 7.4% | Q2 2026 |
| Li Lu Himalaya Capital Management LLC |
Held | $866M | 23.4% | Q2 2026 |
| Bill Nygren Harris Associates LP |
Added | $685M | 0.91% | Q2 2026 |
| David Tepper Appaloosa Management |
Added | $654M | 8.5% | Q2 2026 |
| Lee Ainslie Maverick Capital |
Added | $510M | 4.5% | Q2 2026 |
| Seth Klarman Baupost Group |
Added | $485M | 9.0% | Q2 2026 |
Insider buying
Open-market purchases by Alphabet Inc Class C's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Mar 30, 2026 | John Fetterman |
0 | $273.14 | — |
| Mar 30, 2026 | John Fetterman |
0 | $273.14 | — |
| Mar 16, 2026 | Cleo Fields |
0 | $304.42 | — |
| Mar 16, 2026 | Cleo Fields |
0 | $304.42 | — |
| Mar 6, 2026 | Ro Khanna |
0 | $298.30 | — |
| Mar 6, 2026 | Ro Khanna |
0 | $298.30 | — |
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In the full deep dive
Questions
What growth does Alphabet Inc Class C's stock price imply?
At a market value of $4.12T, Alphabet Inc Class C would need its free cash flow to grow about 19% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 9 years its free cash flow grew 12% a year.
Are Alphabet Inc Class C insiders buying the stock?
6 open-market insider purchases of GOOG in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Alphabet Inc Class C?
34 of the superinvestors Investingly tracks hold GOOG in their latest 13F, including Warren Buffett, Dodge & Cox, Jean-Marie Eveillard.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.