Alphabet Inc.

GOOGL · Nasdaq · ·

下次财报：2026年11月4日

US$340.96-0.5%9月29日收盘

1M: -1.6%
6M: +24.8%
1Y: +40.6%
5Y: +144.0%

对比

Alphabet owns Google, which runs Search, YouTube, an advertising business, and paid computing and software services.

Alphabet Inc.（GOOGL）股票——这是一门好生意吗？ — InspectStocks

Alphabet Inc.

GOOGL · Nasdaq · ·

下次财报：2026年11月4日

US$340.96-0.5%9月29日收盘

1M: -1.6%
6M: +24.8%
1Y: +40.6%
5Y: +144.0%

对比

Alphabet owns Google, which runs Search, YouTube, an advertising business, and paid computing and software services.

怎么赚钱

Google Search and other advertising53%
YouTube advertising9%
Google Network advertising6%
Subscriptions, apps, in-app purchases, and devices11%
Google Cloud21%

各项收入占比是对three months ended June 30, 2026的估算，并非来自已提交报告的数字。

竞争对手

卖什么6

Google Search
A service for finding information on the web, including answers and summaries generated with artificial intelligence.
YouTube
A service for watching and sharing videos, including short videos, shows, and live or recorded content.
Google Cloud
Computing services businesses can use to run software, store and analyze data, develop artificial intelligence, and protect systems.

再显示 3 项

Google Workspace
Workplace software for email, documents, spreadsheets, calendars, file storage, and video meetings.
Gemini
Google’s artificial intelligence models and related tools, used in Google products and made available to developers and business customers.
Pixel devices
Google-branded consumer devices, including phones and watches.

谁在买4

Advertisers and their agencies buy campaigns to reach people on Google Search, YouTube, and partner websites and apps.
Businesses and government organizations pay for Google Cloud computing, security, data services, and workplace software, either by use or subscription.
People pay for YouTube and Google One subscriptions, buy apps and in-app items through Google Play, and purchase Pixel devices.
App developers sell apps and in-app items through Google Play, which collects fees on platform sales.

靠什么支撑，什么会击垮它

业务依赖什么

1A large share of revenue comes from advertising, so the business depends on advertisers continuing to spend and on ads remaining useful and visible to users.
2Google relies on browser providers, mobile carriers, device makers, and software developers to distribute its search access points and other services; it pays some of these partners.
3Its services depend on data centers, servers, network equipment, electricity, and other technical infrastructure, including equipment from suppliers.

完整财务报表 →

与同行业相比处在什么位置

三项评分，每一项都是相对我们在Internet Content and Information覆盖的 68 家公司的百分位。刻意分开而不揉成一个总分：便宜、上涨和经营得好是三件不同的事，一个数字会把它们是哪一件藏起来。

动量

95在同行业中满分 100

接近同行业顶部

截至一个月前的 12 个月63.3%

截至一个月前的 6 个月11.3%

最近一个月被刻意剔除：回报往往在 7 到 12 个月内延续，而最新的一个月往往反转。这描述的是股价已经走过的路，不说明它接下来会怎么走。

估值

29在同行业中满分 100

低于行业内多数公司

每单位价格对应的利润5.84%

每单位价格对应的现金1.27%

每单位价格对应的营收10.65%

每单位价格对应的资产9.92%

整个企业对应的经营利润3.64%

这些是收益率，所以数值越高越便宜——亏损的公司会排在最后，而不是被剔除。便宜不等于好：高收益率往往意味着股价是有原因才跌下来的。五项指标齐全。

资本配置

4/5大体克制

1 项检验未披露

资本回报率24.1%

股东回报率1.33%

股本数量，3 年-6.7%

净债务 / EBITDA-0.40x

内部人，12 个月-US$143.2M

管理层怎么使用这笔钱——只按财报能回答的部分计分，绝不按占总数的比例计分。

六项资本配置检验

投入资金的回报投入资本回报 24.1%
债务与盈利之比现金多于债务
回馈给股东的现金每年 1.3% 用于回购和分红
三年间的股本数量三年间股本数量减少 6.7%
现金流对派付的覆盖派付多于赚取
内部人在公开市场的买入净卖出 US$143.2M——不计入扣分

这是对该公司在同行中所处位置的描述，不是投资建议。评分更新于 2026年9月30日。

关于Alphabet Inc.

Alphabet is a group of businesses, with Google as its largest. Google helps people find information and watch videos, sells advertising on its services and partner sites, and charges businesses for computing, data, security, and workplace software. It also sells subscriptions and devices, and invests in businesses such as Waymo, which provides paid driverless rides.

总部: Mountain View, California
成立于: 2015 (year Alphabet was formed, high)
员工人数: 198,933 (June 30, 2026, high)
上市于: Nasdaq
财年结束: December 31

基于 Alphabet Inc. 自己向 SEC 提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

怎么赚钱

Google Search and other advertising53%
YouTube advertising9%
Google Network advertising6%
Subscriptions, apps, in-app purchases, and devices11%
Google Cloud21%

各项收入占比是对three months ended June 30, 2026的估算，并非来自已提交报告的数字。

竞争对手

卖什么6

Google Search
A service for finding information on the web, including answers and summaries generated with artificial intelligence.
YouTube
A service for watching and sharing videos, including short videos, shows, and live or recorded content.
Google Cloud
Computing services businesses can use to run software, store and analyze data, develop artificial intelligence, and protect systems.

再显示 3 项

Google Workspace
Workplace software for email, documents, spreadsheets, calendars, file storage, and video meetings.
Gemini
Google’s artificial intelligence models and related tools, used in Google products and made available to developers and business customers.
Pixel devices
Google-branded consumer devices, including phones and watches.

谁在买4

Advertisers and their agencies buy campaigns to reach people on Google Search, YouTube, and partner websites and apps.
Businesses and government organizations pay for Google Cloud computing, security, data services, and workplace software, either by use or subscription.
People pay for YouTube and Google One subscriptions, buy apps and in-app items through Google Play, and purchase Pixel devices.
App developers sell apps and in-app items through Google Play, which collects fees on platform sales.

靠什么支撑，什么会击垮它

业务依赖什么

1A large share of revenue comes from advertising, so the business depends on advertisers continuing to spend and on ads remaining useful and visible to users.
2Google relies on browser providers, mobile carriers, device makers, and software developers to distribute its search access points and other services; it pays some of these partners.
3Its services depend on data centers, servers, network equipment, electricity, and other technical infrastructure, including equipment from suppliers.

完整财务报表 →

与同行业相比处在什么位置

动量

95在同行业中满分 100

接近同行业顶部

截至一个月前的 12 个月63.3%

截至一个月前的 6 个月11.3%

最近一个月被刻意剔除：回报往往在 7 到 12 个月内延续，而最新的一个月往往反转。这描述的是股价已经走过的路，不说明它接下来会怎么走。

估值

29在同行业中满分 100

低于行业内多数公司

每单位价格对应的利润5.84%

每单位价格对应的现金1.27%

每单位价格对应的营收10.65%

每单位价格对应的资产9.92%

整个企业对应的经营利润3.64%

资本配置

4/5大体克制

1 项检验未披露

资本回报率24.1%

股东回报率1.33%

股本数量，3 年-6.7%

净债务 / EBITDA-0.40x

内部人，12 个月-US$143.2M

管理层怎么使用这笔钱——只按财报能回答的部分计分，绝不按占总数的比例计分。

六项资本配置检验

投入资金的回报投入资本回报 24.1%
债务与盈利之比现金多于债务
回馈给股东的现金每年 1.3% 用于回购和分红
三年间的股本数量三年间股本数量减少 6.7%
现金流对派付的覆盖派付多于赚取
内部人在公开市场的买入净卖出 US$143.2M——不计入扣分

这是对该公司在同行中所处位置的描述，不是投资建议。评分更新于 2026年9月30日。

关于Alphabet Inc.

总部: Mountain View, California
成立于: 2015 (year Alphabet was formed, high)
员工人数: 198,933 (June 30, 2026, high)
上市于: Nasdaq
财年结束: December 31

Alphabet Inc.

Alphabet Inc.

怎么赚钱

竞争对手

卖什么6

谁在买4

靠什么支撑，什么会击垮它

业务依赖什么

与同行业相比处在什么位置

关于Alphabet Inc.

怎么赚钱

竞争对手

卖什么6

谁在买4

靠什么支撑，什么会击垮它

业务依赖什么

与同行业相比处在什么位置

关于Alphabet Inc.

可能出什么问题

成长与现金——5 项中通过 3 项