Here are some sample widgets you could interact with from this dashboard:
(1) Revenues expected to be well ahead of consensus estimates
Trefis estimates GOOG's FQ1 2021 revenues to be $54.4 Bil, well ahead of the consensus estimate of $51.3 Bil
Estimated Revenues - 2021Q1(E)
Trefis Estimates for Google Revenues:
Expected Change (YoY): 32.2%
The chart to the right highlights trends in Google's Revenues over the last four quarters along with our forecast for FQ1 2021.
Quarterly Revenue Trend
(2) EPS likely to comfortably beat consensus estimates
GOOG's FQ1 2021 earnings per share (EPS) expected to be $17.4 per Trefis analysis, comfortably beating the consensus estimate of $15.9 by 9.7%
Estimated EPS- 2021Q1(E)
Trefis Estimates for Google EPS:
Expected Change (YoY): 75.1%
The chart to the right highlights trends in GOOG's EPS over the last four quarters along with our forecast for FQ1 2021.
Quarterly EPS Trend
(3) Stock price estimate 5.8% lower than current market price
Trefis maintains a fair value of $2160 for GOOG's stock as opposed to the current market price of roughly $2293.
GOOG Stock Price
The Trefis Price Estimate for Google stock represents the fair value for the company's stock over a one-year horizon.
Details about the chances of a rise in GOOG stock in the near term can be found in a separate interactive dashboard.
The chart to the right highlights trends in GOOG's stock price at the end of each of the last four quarters as well as the current stock price.
Stock Price (Quarter End)
#1. Estimating Google's Total Revenues:
Google's Revenues have seen a substantial increase of 33.4% from around $137 Bil in FY2018 to $183 Bil in FY2020 and we expect it to increase to $220 Bil in FY2021
A Separate Interactive Dashboard Analysis On Google's Revenues Details How The Company Makes Money.
Comparing Google's Total Revenues with that of its Peers
Google - Total Revenue
Apple - Total Revenue
#2. Deriving Google's Net Income:
Google's Net Income has increased from around $31 Bil in FY2018 to $40 Bil in FY2020 and we expect it to increase to $46 Bil in FY2021
This change is likely to be led by higher revenues and weaker margins.
A Separate Interactive Dashboard Analysis On Google's Margins Highlights The Company's Various Expenses Components In Detail.
Net Income [AxB]
Net Income Margin [A]
Total Revenue [B]
#3. Determining Google's EPS:
Google's EPS has increased from $43.91 in FY2018 to $58.61 in FY2020 and we expect it to increase to $66.89 in FY2021
The change in EPS can be attributed to an increase in net income and a lower expected share count due to stock repurchases.
Net Income [A]
Shares Outstanding [B]
#4. Estimating Google's Share Price:
Our Price Estimate of $2160 For Google's Stock is based on our Detailed Valuation Model, and implies a 32.3x P/E Multiple on expected FY2021 EPS of $66.89
Trefis Price Estimate [AxB]
P/E Multiple [B]