10/28/2024, 12:50 PM UTC
Alphabet收益前瞻:基于PEG估值股票便宜Alphabet Earnings Preview: Stock Is Cheap On A PEG Basis
1、市场普遍预期Alphabet第三季度收益将显示每股收益1.84美元,收入为863亿美元,运营收入为264.4亿美元,预计同比增长19%、13%和24%。2、尽管2025年预期相对稳定,但收入预估已出现下调,尤其是2026年的预估。3、该股票以22倍24年每股收益估值,预计2024年和2025年每股收益增长分别为20%和14%,基于PEG估值较为便宜。1. The market consensus expects Alphabet's Q3 earnings to show EPS of $1.84 on revenue of $86.3 billion and operating income of $26.44 billion, with expected y-o-y growth of 19%, 13%, and 24% respectively. 2. Revenue estimate revisions have seen downward adjustments, especially for 2026, despite stable 2025 estimates. 3. The stock is valued at 22x '24 EPS with estimated EPS growth of 20% and 14% in 2024 and 2025, respectively, making it cheap on a PEG basis.
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