Here are some sample widgets you could interact with from this dashboard:
(1) Revenues expected to be slightly ahead of consensus estimates
Trefis estimates GOOG's Q3 2021 revenues to be $65.4 Bil, slightly ahead of the consensus estimate of $63.5 Bil
Estimated Revenues - 2021Q3(E)
Trefis Estimates for Google Revenues:
Expected Change (YoY): 41.7%
The chart to the right highlights trends in Google's Revenues over the last four quarters along with our forecast for Q3 2021.
Quarterly Revenue Trend
(2) EPS likely to miss consensus estimates
GOOG's Q3 2021 earnings per share (EPS) expected to be $21.5 per Trefis analysis, missing the consensus estimate of $23.47 by 8.4%
Estimated EPS- 2021Q3(E)
Trefis Estimates for Google EPS:
Expected Change (YoY): 29.9%
The chart to the right highlights trends in GOOG's EPS over the last four quarters along with our forecast for Q3 2021.
Quarterly EPS Trend
(3) Stock price estimate 5.6% higher than current market price
Trefis maintains a fair value of $3001 for GOOG's stock as opposed to the current market price of roughly $2842.
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 $279 Bil in FY2022
A Separate Interactive Dashboard Analysis On Google's Revenues Details How The Company Makes Money.
#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 $78 Bil in FY2022
This change is likely to be led by higher revenues and improved 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 $114.47 in FY2022
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 $3001 For Google's Stock is based on our Detailed Valuation Model, and implies a 26.2x P/E Multiple on expected FY2022 EPS of $114.47
Trefis Price Estimate [AxB]
P/E Multiple [B]