Google: The Market Is Wrong In Punishing This Giant - Buy Now During Dips

May 16, 2022 8:02 AM ETAlphabet Inc. (GOOG)1 Comment
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Juxtaposed Ideas
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Summary

  • The market had overreacted by punishing this stock, despite its stellar FQ1'21 report card.
  • The YoY comparison is unfair, given its FY2021's monster growth.
  • Nonetheless, the market pessimism proves to be a great opportunity for investors who have been waiting to add more exposure.

Many hands are pointing at man and blame him.

vchal/iStock via Getty Images

Investment Thesis

Despite what seemed a stellar quarter, the market punished Alphabet Inc.'s (NASDAQ:GOOG) (GOOGL) unfairly with a downwards price action, instead of the boost the company well deserved. The stock had slid by -3.6% to $2,285.89

GOOG Revenue and Net Income

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Google Revenue By Segment

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Alphabet FCF, and FCF Margins

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Google Capex and Cash/ Equivalents

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Google R&D, Selling/ Marketing, and General/ Administrative Expense

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Google Projected Revenue and Net Income

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GOOG Stock 3Y EV/Revenue and P/E Valuations

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GOOG 5Y Stock Price

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This article was written by

Juxtaposed Ideas profile picture
5.04K Followers
I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.Prior to Seeking Alpha, I worked as a professionally trained architect in a private architecture practice, with a focus on public and healthcare projects. My qualifications include:- Qualified Person with the Board of Architects, Singapore.- Master's in Architecture from the National University of Singapore.- Bachelor in Arts from the National University of Singapore.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.

Disclosure: I/we have a beneficial long position in the shares of GOOG, FB, AMZN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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